Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Re: Volume
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TMI
Dec 08, 2021 02:20PM

LR4 market: 600M annually, all ours. Equates to $2 per share of POET. A buyout even at this price is ridiculous. Sanan and EU T1 certainly agree.

Health/medtech market: practically unlimited annually if POET is planning to pop the OI into camera modules or smart watches. Hengtong certainly sounds like they're interested. There are 300M phones shipped annually, what happens if the OI makes it into just 1% of the phones, at maybe $50-75 per engine?

If someone doesn't know what he's holding, sell, no one cares.

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Dec 08, 2021 04:00PM
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