POET's business is “optoelectronic semiconductors”, the new type of semiconductors. The whole world actually is looking to manipulate light instead of electrons. It requires less energy, is way faster and has no heating problems. POET's unique wafer-scale assembly (1000's at a time), flip-chipping techniques, unique speed agnostic waveguides, low-loss performances, our capabilities to use every equipment (CW and DML lasers, TFLN,…) we want depending on the client and our multibillion/trillion verticals (5G, wearables, Lidar, datacom, artificial intelligence)… It's called “semiconductorization” of optoelectronics, which means making high volume optoelectronic semiconductors at the same speed by which eletronic semiconductors are being made. Our optoelectronic semiconductors are superior and we will become the industry defacto standard. The era of electronics is almost over. Inferior solutions do not become standard. POET will. For example our 400G FR4 demo is industry first and make 1000's at a time. No one else does that. Everyone still doing handwork as primates and POET is developing upper class products at the lowest cost (-50% compared to other “solutions”). Major players will have to adopt to adapt.
Stay tuned. Nasdaq approval expected somewhere next week. Many institutions will buy. Float 37M. Insane upside potential and got high valuations by various banks.
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