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: My take on POET's future and C.AI's IPO

Bread -- you are correct in referencing TM's recent statement that he believes Poet should be valued as a "billion dollar company", that is, one with a MC of a billion dollars. He is referring however to a Current valuation. Investors no doubt agree given the company's technical achievements and the size of addressable markets. But the company has also alluded to future revenue projections of a billion dollars, recall the 250M for each of four verticals.There was also a chart in an early presentation, believe it was a 2017 presentation, that projected revs for 5 years ending in 2021 revs of 250M. Nothing that specific has been forecasted since, probably a company recognition of the difficulty of making long term projections.. Recently, Lisa Thompson has forecasted 800M in estimated revs in a few years just from the CAI partnership. Poet has not yet publicly endorsed her estimate and is probably waiting for future material events so that outside analyists can then provide independent guidance.

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