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POET Technologies Inc.

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DeZwarteRidder schreef op 16 oktober 2014 12:51:

[...]

Niet jokken, hè...!!!

Beiden zijn prut-aandelen, waarvoor ik vele malen gewaarschuwd heb.

Bij dit soort aandelen zit de bodem ergens in de buurt van nul.
Ha fijn, daar ben je. Ik voel me kil en eenzaam zonder je gezeur.

Als een huwelijk, bijna...
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Update from Byron King's Military-Tech Alert

"Overseas," so to speak, there's BAE Systems (BAESY: OTCBB), although the company has a solid presence in U.S. defense markets. BAE is a conglomerate of sorts, producing everything from small aircraft carriers for the Royal Navy, to electronic flight controls for Boeing.

In the shipbuilding department, BAE runs the largest shipyard in the United Kingdom -- still "united" after the Scotland referendum. Indeed, there was some question about BAE's business base had Scotland bailed; but that issue is now resolved. I foresee more and more business -- British and other -- for BAE, considering the growing tensions in Europe (due to Ukraine) and the Middle East.

At the same time as it builds big ships, BAE has important dealings with tiny POET Technologies (POETF: OTCBB), to support development of the small firm's highly innovative planar optical electronic technology (hence the "POET" acronym). Evidently, BAE wants to see more of what POET is doing.

POET shares sold down recently, essentially due to broad market concerns about the chip sector. That is, all chippers took hits -- Intel, Micron, Taiwan Semi and more. POET got slammed, too. With POET, however, we're dealing with a cashed-up small play that's on the cusp of seeing its ideas adopted across the chip industry. Investment-wise, it's admittedly speculative; but with significant upside if/when things play out."
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De brede markt zorgen (hahaha) over de chip makers zouden in het voordeel van POET moeten werken (chip makers moeten zichzelf heruitvinden in wat op zichzelf een normale cyclus genoemd kan worden) maar omdat de markt nou eenmaal niet rationeel is, wordt POET eerder op een hoop gegooid met diezelfde chip makers; je kunt je nauwelijks iets voorstellen dat minder klopt, of het moet de mismatch tussen Solazyme en brandstofproducenten zijn waar de markt zich ook schuldig aan maakt.

Lekker zinnetje. En weer de twee favoriete aandelen van DZR aan elkaar gelinkt.

Goed bezig, doewap!
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In eerste instantie lijkt 't me een doekje tegen het bloeden i.e. de correctie van de bredere markt & semiconductor bedrijven, maar verwijst toch verder naar het potentieel en de huidige positie van POET.

"With POET, however, we're dealing with a cashed-up small play that's on the cusp of seeing its ideas adopted across the chip industry. Investment-wise, it's admittedly speculative; but with significant upside if/when things play out."

Byron King heeft POET al eerder beschreven en dan een poos later hebben we die fikse klim naar $2.87 gezien. Zou me niet verbazen als het verleden zich herhaalt ;)
DeZwarteRidder
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quote:

sevenOdouble schreef op 17 oktober 2014 22:11:

Update from Byron King's Military-Tech Alert

"Overseas," so to speak, there's BAE Systems (BAESY: OTCBB), although the company has a solid presence in U.S. defense markets. BAE is a conglomerate of sorts, producing everything from small aircraft carriers for the Royal Navy, to electronic flight controls for Boeing.

In the shipbuilding department, BAE runs the largest shipyard in the United Kingdom -- still "united" after the Scotland referendum. Indeed, there was some question about BAE's business base had Scotland bailed; but that issue is now resolved. I foresee more and more business -- British and other -- for BAE, considering the growing tensions in Europe (due to Ukraine) and the Middle East.

At the same time as it builds big ships, BAE has important dealings with tiny POET Technologies (POETF: OTCBB), to support development of the small firm's highly innovative planar optical electronic technology (hence the "POET" acronym). Evidently, BAE wants to see more of what POET is doing.

POET shares sold down recently, essentially due to broad market concerns about the chip sector. That is, all chippers took hits -- Intel, Micron, Taiwan Semi and more. POET got slammed, too. With POET, however, we're dealing with a cashed-up small play that's on the cusp of seeing its ideas adopted across the chip industry. Investment-wise, it's admittedly speculative; but with significant upside if/when things play out."
Byron King is een gladiool en een fantast.
haas
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wat news uit de chips industrie
=============================================================

ARMONK (AFN) - Het Amerikaanse technologieconcern IBM neemt definitief afscheid van zijn verlieslijdende divisie waar chips worden geproduceerd. Chipproducent Globalfoundries krijgt de divisie in handen en krijgt daarvoor een beloning van 1,5 miljard dollar (1,2 miljard euro) van IBM, zo meldde dat bedrijf maandag.
IBM schrijft in totaal 4,7 miljard dollar af op de chipdivisie. Die kosten zijn zichtbaar in de resultaten van het derde kwartaal. Naast het bedrag dat door IBM aan Globalfoundries wordt uitgekeerd, krijgt IBM zelf voor circa 200 miljoen dollar aan bezittingen van dat bedrijf. De nettowaarde van de transactie komt daarmee uit op 1,3 miljard dollar.
De onderhandelingen met Globalfoundries werden in juli nog afgebroken. Nu de transactie alsnog is geslaagd verwacht IBM zich beter te kunnen richten op fundamenteel onderzoek op het gebied van chips en de ontwikkeling van cloud-, data- en mobiele systemen.
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IBM vandaag ook met winstwaarschuwing.

In deze industrie moeten grote knopen worden doorgehakt. Het moment voor GF of zelfs Google om IBM en dergelijken te passeren in het hele proces.
DeZwarteRidder
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quote:

doewap schreef op 20 oktober 2014 17:07:

IBM vandaag ook met winstwaarschuwing.

In deze industrie moeten grote knopen worden doorgehakt. Het moment voor GF of zelfs Google om IBM en dergelijken te passeren in het hele proces.
Wat een kolder!

IBM gaat gewoon door met de research en voorlopig kan niemand daar tegenop, zeker Google en GF niet, die beiden geen basisresearch plegen op chipsgebied.
Kahoona1962
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quote:

DeZwarteRidder schreef op 20 oktober 2014 17:11:

[...]

Wat een kolder!

IBM gaat gewoon door met de research en voorlopig kan niemand daar tegenop, zeker Google en GF niet, die beiden geen basisresearch plegen op chipsgebied.
Jij zit uiteraard in Lays ?
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Kahoona1962 schreef op 20 oktober 2014 17:52:

[...]

Jij zit uiteraard in Lays ?
Meneer zit enkel in substanties met een pH van 3 of minder.
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ja ik zit al een paar dagen aan de zijlijn
Het is gokken niet waar?
Maar blijf even opzij
Graphene labs doet het goed vind ik, maar dat is heel wat anders
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POET Technologies Announces an Update on the "Lab-to-Fab" Transition and the 100-nm and 40-nm Scaling Program:

TORONTO, ONTARIO and STORRS, CONNECTICUT--(Marketwired - Oct. 22, 2014) - POET Technologies Inc. (TSX VENTURE:PTK)(OTCQX:POETF) (the "Company") - developer of the planar opto-electronic technology ("POET") platform for monolithic fabrication of integrated circuit devices containing both electronic and optical elements on a single semiconductor wafer - today announced several key updates on its "Lab-to-Fab" transition and its 100-nm and 40-nm scaling program and several operational updates.

"Lab-to-Fab" Transition: 100-nm and 40-nm Scaling Program Update

The Company recently reported a contractual effort with a "3rd party foundry" to accelerate the transition from "Lab-to-Fab" of the POET technology to a manufacturing status at the 6" wafer scale. The target of the effort is 40-nm dimensions for the critical features. This engagement will support and enhance the development and verification of the foundation devices and design enablement kits. Additionally it will provide the baseline FEOL (Front End Of Line) process flow in a manufacturing environment and toolset. Fabrication at 40-nm (Silicon CMOS) is a mature semiconductor process that has been in existence since 2007-2008. This enables POET to target a mature process flow and revitalize existing manufacturing lines while delivering predicted performance and power efficiencies that rival today's state of the art process node in the sub 20-nm range (Silicon CMOS). This effort will enable and progress two of our current key initiatives which the Company is currently working on, a 100-nm ring oscillator which is a common demonstration vehicle for performance and an integrated 50GHz VCSEL device, both targeted for Q1 of 2015.

Recently, milestone goals and their associated target completion dates have been adjusted to align to potential customer demands. Mr. Peter Copetti, Executive Chairman and Interim CEO noted: "It is important for us to remain flexible in setting design targets to the market. The Company is focused on delivering to its potential customers the technology nodes that will enable them to leapfrog their competition. Our "Lab-to-Fab" transition and our new 40-nm target node will deliver just that: a roadmap for integrating electrical and optical capabilities, performance and power efficiency."

Operational Updates

The Company is anticipating delivery of the 40-nm PET Process Design Kits (PDKs) by the end of the year. The Company is using Synopsys TCAD tools and services to develop the PET and POET PDKs. PDKs are used by 3rd party chip developers to create IP libraries that would be used to implement System on Chip (SoC) integrated circuits. Availability of the PDKs will enable early evaluation of the performance advantages of POET technology and design of IP required for SoC implementation. Daniel DeSimone, the Company's Chief Technology Officer noted: "We are encouraged by our progress on the PDK development and our level of collaboration with the Synopsys team. This level of modeling is synergistic to our parallel efforts with our 3rd party foundry on the development of 100-nm and 40-nm process flow."

The Company's website and the corporate presentation have been updated to highlight the new targets set forth from the management team that reflect customers and market expectations. The value proposition of the company is strong with the new 40-nm feature size target predicted to operate 4 nodes better in logic performance and 3 nodes better in power consumption compared to Silicon CMOS. The density is expected to be comparable and possibly better, as POET requires less buffering and upsizing of logic cells. The POET process offers the ability to have digital, analog and mixed signals and optical devices on the same die or chip. Those capabilities would allow designs of complex systems and SoC (Systems on a Chip) to deliver innovations and integration that are impossible today with existing processes in the market. This process node also takes advantage of existing and mature manufacturing capabilities already available in the industry.

Executive Staff Update

The Company announces the promotion of Stephane Gagnon to Chief Operating Officer of the Company. Mr. Peter Copetti writes: "Stephane brought a steady and focused winning attitude to our executive team. His diligent work and attention to details make him an ideal fit for this role." The Company also announces that Mr. Lee Shepherd, Vice President of Technology will be leaving the Company effective October 31. Mr. Copetti continues: "We want to thank Lee for his many contributions to POET over the last two years. Lee was a very important part of our executive team that led the turn-around for POET."

Facility Update

The Company has recently established a satellite office in Silicon Valley, San Jose, California. Mr. Stephane Gagnon, Chief Operating Officer notes, "We are excited to finally have an interim office in Silicon Valley while negotiations are underway for a permanent office. It is important to have a presence in the Valley because the majority of our potential customers and partners are located there. Our Executive Vice Chairman, Ajit Manocha is based in the heart of the Silicon Valley and is already active in engaging with potential strategic partners and stakeholders."
DeZwarteRidder
0
quote:

sevenOdouble schreef op 22 oktober 2014 15:25:

POET Technologies Announces an Update on the "Lab-to-Fab" Transition and the 100-nm and 40-nm Scaling Program:

TORONTO, ONTARIO and STORRS, CONNECTICUT--(Marketwired - Oct. 22, 2014) - POET Technologies Inc. (TSX VENTURE:PTK)(OTCQX:POETF) (the "Company") - developer of the planar opto-electronic technology ("POET") platform for monolithic fabrication of integrated circuit devices containing both electronic and optical elements on a single semiconductor wafer - today announced several key updates on its "Lab-to-Fab" transition and its 100-nm and 40-nm scaling program and several operational updates.

"Lab-to-Fab" Transition: 100-nm and 40-nm Scaling Program Update

The Company recently reported a contractual effort with a "3rd party foundry" to accelerate the transition from "Lab-to-Fab" of the POET technology to a manufacturing status at the 6" wafer scale. The target of the effort is 40-nm dimensions for the critical features. This engagement will support and enhance the development and verification of the foundation devices and design enablement kits. Additionally it will provide the baseline FEOL (Front End Of Line) process flow in a manufacturing environment and toolset. Fabrication at 40-nm (Silicon CMOS) is a mature semiconductor process that has been in existence since 2007-2008. This enables POET to target a mature process flow and revitalize existing manufacturing lines while delivering predicted performance and power efficiencies that rival today's state of the art process node in the sub 20-nm range (Silicon CMOS). This effort will enable and progress two of our current key initiatives which the Company is currently working on, a 100-nm ring oscillator which is a common demonstration vehicle for performance and an integrated 50GHz VCSEL device, both targeted for Q1 of 2015.

Recently, milestone goals and their associated target completion dates have been adjusted to align to potential customer demands. Mr. Peter Copetti, Executive Chairman and Interim CEO noted: "It is important for us to remain flexible in setting design targets to the market. The Company is focused on delivering to its potential customers the technology nodes that will enable them to leapfrog their competition. Our "Lab-to-Fab" transition and our new 40-nm target node will deliver just that: a roadmap for integrating electrical and optical capabilities, performance and power efficiency."

Operational Updates

The Company is anticipating delivery of the 40-nm PET Process Design Kits (PDKs) by the end of the year. The Company is using Synopsys TCAD tools and services to develop the PET and POET PDKs. PDKs are used by 3rd party chip developers to create IP libraries that would be used to implement System on Chip (SoC) integrated circuits. Availability of the PDKs will enable early evaluation of the performance advantages of POET technology and design of IP required for SoC implementation. Daniel DeSimone, the Company's Chief Technology Officer noted: "We are encouraged by our progress on the PDK development and our level of collaboration with the Synopsys team. This level of modeling is synergistic to our parallel efforts with our 3rd party foundry on the development of 100-nm and 40-nm process flow."

The Company's website and the corporate presentation have been updated to highlight the new targets set forth from the management team that reflect customers and market expectations. The value proposition of the company is strong with the new 40-nm feature size target predicted to operate 4 nodes better in logic performance and 3 nodes better in power consumption compared to Silicon CMOS. The density is expected to be comparable and possibly better, as POET requires less buffering and upsizing of logic cells. The POET process offers the ability to have digital, analog and mixed signals and optical devices on the same die or chip. Those capabilities would allow designs of complex systems and SoC (Systems on a Chip) to deliver innovations and integration that are impossible today with existing processes in the market. This process node also takes advantage of existing and mature manufacturing capabilities already available in the industry.
Zoals gewoonlijk een FLUT-bericht zonder enige waarde, maar met heeel veel mooie en dure woorden, zodat het heel wat lijkt.
En hier kan POET nog makkelijk 5 of 10 jaar mee doorgaan zonder enige concrete resultaten (mits het geld niet op raakt!).
DeZwarteRidder
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36 minutes ago 28 Reads
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Company said nothing new

Except VP of technology is gone next week. ET should be banned for fuelling the hype machine with empty jibberish. ET needs to be stopped. I have never seen such unwarranted hype on 100% speculation. By day's end ET will have convinced them all that VP who quit is setting up a new company or is gone to help a huge company deal with the POET. LOL Fertile mind to say the least. Dangerous but fertile.

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