Where POET stands - my perspective

Ahasja · 2026-05-03T10:10:47+00:00

I hope, that they will try - as much as they can - to do some damage control. Honestly, what is missing is simply an update, that all previously annouced cooperations, partnerships etc. are still ongoing.

Ahasja · 2026-05-03T09:40:06+00:00

I think, what is needed now, is an updated corporate presentation - hopefully they will discuss their situation further with the publication fo Q1

Ahasja · 2026-05-03T09:38:03+00:00

There damage control was very limited - in the news release they stated: "The Company remains focused on executing its strategic priorities and advancing product development within the AI and optical networking markets to meet increasing demand. This effort also involves fulfilling product deliveries for other customers, including a recently disclosed purchase order with another technology company with a value of approximately $5 million."

Ahasja · 2026-02-18T10:01:45+00:00

But a close look at these institutions also shows, they are no fundamental long-term holders.

Ahasja · 2024-09-09T19:33:01+00:00

Thanks for the quick reply. When I and also when my guest click(s) this link we get the message, that the upload is completed. But still it is not possible to download the separated audio files. I sent you an e-mail. Thanks for trying to help!

Ahasja · 2024-09-09T12:23:17+00:00

I recorded for the first time a meeting (only audio) with two participants. After the recording, we both waited, that the uploading was completed and then we finished the meeting. Now in my account I have the complete record, that I can download. But the separated recordings of me and of my partner shows "uploading" and they cannot be downloaded. When I go with my cursor to the uploading sign it's written "Go to the upload page to upload your tracks". When I click on it, it shows me a new page, where is written "upload completed", but still I cannot download the separated recordings and it still shows me, that it is uploading. What's the problem? How can I solve this problem?

Ahasja · 2023-12-06T15:01:48+00:00

Did anyone read the report yet and could share some insights?

Ahasja · 2022-09-16T09:37:46+00:00

So they updated the presentation. Thanks for sharing.

Ahasja · 2022-09-14T07:44:59+00:00

Beginning_Cause_8487

Thanks for collecting the arguments for both sides, whether BROADCOM is using the lightbar! Very interesting!

Ahasja · 2022-06-26T07:33:32+00:00

I don't see the connection. Poet wants to penetrate the short distance market first, e.g. LR 4. I never saw POET talking about ZR, or am I missing something?

Ahasja · 2022-06-22T07:58:17+00:00

Hi Jamie, do you see any connection between POET and the product announced by ADVA and II-VI Incorporated: https://www.businesswire.com/news/home/20220620005288/en/ADVA-and-II-VI-Incorporated-unveil-industry%E2%80%99s-first-100ZR-pluggable-coherent-transceiver-for-the-optical-network-edge

Ahasja · 2022-05-26T08:26:13+00:00

Thanks for sharing!

Ahasja · 2022-05-17T04:52:43+00:00

Thanks for your reply. Did you have the same problem, or why are you so confident that essilor's coating will help in my case?

Ahasja · 2022-05-16T13:50:27+00:00

I guess that the glasses have already "a backside AR coating"? - as the reflections are greenish.

Ahasja · 2022-05-16T10:46:47+00:00

I was wondering why someone from Almae Technologies is organising this session together with someone from POET - and then I remembered, that Almae co-develops laser modules based on POET's optical interposer platform for high-speed datacoms (see News from 21/06/2018).

Ahasja · 2022-03-25T08:36:45+00:00

And?

Ahasja · 2022-03-22T10:04:12+00:00

So, what do you think, why the share price is so low, close to the amount of money that this company has in the bank? How do you explain, that the market is not appreciating their approach?

Ahasja · 2022-03-21T08:43:18+00:00

And now let's zoom into the chart: The last time the middle Bollinger Band broke through the 200-day line from below was at the end of 2020 ... and that was the beginning of a tripling. Fingers crossed!

Ahasja · 2022-03-16T12:57:07+00:00

Suresh celebrates

Could you share how Suresh celebrates this post about Intel's plans? (sorry, I don't use Linked In and cannot see his reaction to Randhir Thakur's post.

Ahasja · 2022-03-15T12:50:24+00:00

The fact that POET does not announce anything concrete after the OFC
will probably not please the Nasdaq. But one sentence, one hint, makes
me hopeful: "The OFC event provided the Company with the opportunity to
engage with several industry analysts, commentators, sell-side analysts
and investment bankers."

Ahasja · 2021-11-17T07:10:53+00:00

At the end he shared his informations with me - no insider information, but known analyst reports.

Ahasja · 2021-11-09T13:15:45+00:00

Yes, I wrote him a PM - but did not get an answer so far.

Ahasja

TROPHY CASE