Surprised the "winning an initial customer order in China for applications in the Passive Optical Network" hasn't been brought up. Believe China could become quite a sizeable market! No doubt there are numerous patent infringements that take place there but Poet now has proprietary patents in place. Could they be the new shareholders of Poet? Could India be the next customer for some Poet Puppies?
IMO the Silicon Valley office purchase was premature and probably because of
the product they know they can offer but was not yet available. Don't want to use past tense (knew they could offer)
Google: "how fierce is competition in silicon valley" . Some i know are dated
but i don't think that changes anything, it is ongoing and the technical sectors in these articles are irrelevant.
Out of sight out of mind comes to thought. First gain
traction/leverage/suction, whatever you want to call it.
