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: This is it

Mrright: I am confused by your remarks. 

On 16 Dec @ 11.34 am you say Poet is " working with Luxshare I'm hoping for a big splash", which regarded as a positive.

Then about 3 hours later  you refer to a chat with Dylan Patel re' POET but give no details.  A few hours later you state you were told by Patel that Poet does not have the best 100-400 or 800g product and they are too expensive, compared to " the stuff that's winning".

Questions:-

1. Have you considered that rather than posting this negativity on this board, causing concern  to shareholders, you should have contacted Poet/Suresh V first to ask for his comments on Patel's remarks to you.? Then you could have posted both sides.

At the moment you are posting only one opinion/view of things.It is a totally unsubstantiated statement/claim. What this implies is that all presentations made by Poet over a long period of time re' advantages of its products are incorrect or invalid.

(perhaps somebody in contact with Poet [?ITTR] could get their comments/rebuttal now)

2.Did you ever wonder how Patel could claim that Poet's products were too expensive ?

He surely does not have access either to Poet's proposed sale prices , or to those of all its competitors.

It is very unlikely that any one person or company yet knows what pricing will take a future order unless they have  a signed irrevocable purchase commitment.

milagro

 

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