Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Takeaways

Mechanical difficulties shattered my plans to get to the AGM. 

Some basic takeaways from the webcast:

-Suresh essentially proclaiming "risk retirement" 

-there has been an industry-wide delay of about a year for 400G and that our timing could not be better as early contender at this level

-the overhang is gone

-all else on track

Naysayers will see things differently which is understandable given the development delays.

Still no reason to take cheap shots at our most valuable DD providers. 

 

 

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Sep 20, 2019 12:43PM
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