It becomes an egg or the chicken argument. The big news required to drive the share price is ultimately the full integration of the optical engine. How do they get there without the ability to optimize the wafers? But I don’t think big news is needed right now just an appreciation that POET has the right path. The ramp up of production at DL for example and any new products that are generated out of that facility will ultimately be met by the existing shareholder base with a yawn. I don’t think the existing shareholder base recognize just how significant that business can be with the move to go from very small wafer size to large wafer size. People here say they don’t care about DL they only care about POET. What is not appreciated is that Taylor’s technology never had the opportunity to be properly developed. The exposure that his work will have with many people who can attach new ideas and processes to Geoff’s design has increase pretty dramatically.
Suresh studied what the earliest and most powerful aspect of POET for the world as it stands right now and they are focusing on those needs. One thing that has become very apparent is that Singapore is the place for them to move the needle on POET with a level of efficiency and support that is probably unparalleled. Ajit knows the landscape very well and photonic integration as an industry has some of the top companies working there.
