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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AGORACOM NEWS FLASH

Dear Agoracom Family,

I want to thank all of you for your patience with us over the past 48 hours and apologize for what was admittedly a botched launch of our new site.

As you can see, we have reverted back to the previous version of the site while we address multiple forum functionality flaws that inexplicably made their way into the launch.

To this end:

1.We have identified 8 fundamental but easily fixable flaws that will be corrected in the coming week, so that you can continue to use the forums exactly as you've been accustomed to.

2.Additionally we will also be implementing a couple of design improvements to "tighten up" the look and feel of the forums.

Sincerely,

George et al

Message: RIP, China Plus 1 Strategy
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Protection of Poet's IP is paramount and any additional JVs put that IP at increased risk, even outside of China.  

If Poet is realizing they can protect their IP & cut out the middle man (existing module makers) with a cost disruptive model, I wonder how long it will take for potential partners to start knocking on Poet's door proactively wanting a piece of the pie but on Poet's terms.

While in theory the China+1 strategy seemed like a good idea to disperse geopoiltical risk, it does open the door to other risks.  So we pick our poison either way.  Never a right answer in this type of dynamic environment.

 

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