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