Mr Pee Beng Kong, Director of Electronics, EDB

https://www.contactsingapore.sg/Media/ContactSingapore/EN/Key%20Industries/Electronics/eCareersSG-Electronics-Mar2016.pdf

POET – component cost against competition

00:47:37 – Suresh Venkatesan:This is to give you some perspective of cost. We’ve run some cost models, we know what foundries cost us, we know what our epitaxial cost is, we’ve kind of factored in what our yields would be. If we just take a typical cost against a competitive solution out there, if we were to sell a single detector, the cost to manufacture that for us is about 33 times lower (33x) than what a competing solution costs. So this is just to give you a sense when I say „hey, why is this a value proposition, why is it important?“ In the worst case we are 2x lower and in the best case we could be up to 33x lower. So we are not talking about small changes of 10 percent or 20 percent, we are talking about 100 percent or 1000 percent.

00:48:23 – So that is what to me, integration does, and that’s what integration, whether it be indium phosphide with DenseLight or indium phosphide with BB Photonics or POET gallium arsenide, integration helps drive costs, and driving costs down drives adoption up. And so that’s really the wave we want to go down and that’s the wave …

00:48:44 – I mean, others are doing it, too, it’s not like we’re the only one out there thinking that this is the wave of the future. There are a lot of people trying to work with silicon photonics, for example, it’s a fairly popular technology out there, a lot of people working on it and with the same thought processes: Find a way to integrate photonics together. There are a lot of companies, Acacia just went IPO with silicon photonics solutions. The good thing about silicon photonics and indium phosphide is every silicon photonics chip requires an indium phosphide laser. It puts us in a really good growth position even from that perspective, because we’re a laser provider. We can provide into the silicon photonics industry while, at the same time, making our own integrated chip to compete for those same pockets. It gives us kind of a foot in both camps, if you will, in terms of integration.

Hm, just before my eyes

Very good, will be doing more reading tonight

And yes, Ajit and his relationships, have always believed, priceless

btw, any connection here:

http://selector.abelreels.com/sd/SD%204%7C5

been fishing em for 30+ years

going through the shelton group site

http://www.sheltongroup.com/expertise/references/

i remember this integrated silicon being bought out by a private entity after making a very good run in 2013,14ish years

personally remember this, nice to see a shelton group connection

“Shelton Group’s strategic advice, consultation and tactical involvement are far superior to services we had received in the past. Since initiating an IR program with Shelton Group, our corporate messaging and positioning have greatly improved, resulting in an increased number of new stockholders as well as several new covering analysts. These efforts, combined with Shelton’s focus on investor targeting, have earned a better valuation multiple for ISSI and greater visibility among high quality, long-term investors that are well matched to our corporate strategy. Our new stockholders include several of the largest buy-side institutions in the U.S. as well as highly regarded investment managers specializing in our industry.”

John Cobb – Vice President of Finance and Administration and CFO, Integrated Silicon Solution, Inc.

first thoughts, its been a while

MTI

3i, Asia Pacific Technology Fund, no?

http://www.sheltongroup.com/advantage/philosophy/

Philosophy

Investment. Involvement. Achievement.

Our philosophy is simple, our approach straightforward.

We work closely and honestly with our clients to analyze their specific needs, goals and challenges. This enables us to recommend and drive strategic and realistic IR programs tailored to yield maximum results and value.

We strive to uncover new ways to promote your enterprise, and proactively make thoughtful, strategic recommendations. At Shelton Group, brainstorming is a daily activity. We are committed to making a difference for you and your business.

Our philosophy on client success comes down to three important words:

• 
  Investment – We make an investment in your business;
  


• 
  Involvement - Our integral involvement on your behalf adds superior value; and finally
  


• 
  Achievement – We consistently deliver measurable achievements that make a difference to your business success.