Spectra7 Microsystems Inc (SEV)

[jacksonjohn]

Simple, if you got something people want and/or need they will buy it. If they buy then co gets revenue. The cure for the PPS is simple.

[SEV123]

Something I don't do often is watch Mad Money with crazy man Jim Cramer, he had CEO of Vertiv on. Would be great if Raoulf could get on and tell Jim how SEV can help cool down data centers and saving big bucks.
https://www.vertiv.com/en-us/

[FutureGNR]

Yes, and that seems exactly right, as we have been told we are currently the only volume source for these ACC's.

.
.
.
.

[Hunting_for_multiples]

A few of S7's cable partners listed as members. Semtech and Macom notably absent

[Robert31]

of note - thanks Steve.

"While our initial success in our AEC business has been connecting front-to-end data center networks for general compute and AI appliances, we have seen an expansion in our AEC opportunity in the back-end networks that are fundamental to AI cluster deployments.Due to the sheer bandwidth required by back-end networks, an acceleration in single lane speeds and networking density is driving the need for AECs, given the significant benefits compared to both passive copper cables and the active optical cables, or AOCs, for in-rack connectivity.We continue to make progress with our first 2 hyperscale customers for both front-end and back-end networks, and we're especially encouraged to see Credo AECs prominently featured in the leading edge deployments introduced at their respective conferences in November.Years in the making, we continue to maintain strong and close working relationships with our customers, and I'm pleased to say that in Q2, we made our initial shipments of 800 gig production AECs and industry first. And again, we've demonstrated our market leadership.We also continue to expand our hyperscale customer base with one in qual with 400 gig AEC solutions and another in development with 800 gig AEC solutions."

[SteveSchiets]

Credo's CC. good to see the rollout of 400G and especially 800G is coming off the ground.

https://capedge.com/transcript/1807794/2024Q2/CRDO

[Neophyte2]

They announced q3 on Nov. 29 last year so we should get a glimpse of their anticipated q1 revenue soon.

[FutureGNR]

Ethernet Alliance, from ACC's to AEC's and back to ACC's

The Ethernet Alliances Plugfests started out working a lot with Linear Active Copper (Spectra7), then, over the past couple of years, they strayed and worked with Credo and AEC's. Molex did the same thing, first ACC's, then AEC's

Now it seems Broadcom and the rest of the Ethernet Alliance have learned their lesson, with Microsoft, Google, and Nvidia making it crystal clear that AI will require Linear ACC'.s

Areas of interest for this plugfest include:...

DAC interconnects as well as linear ACCs, involving functional testing i.e., interconnect insertions, link resets, TTL, etc.

I wonder if Molex has gotten the memo yet and has gone back to a Linear Equalizer approach now that the world's hyperscalers know they need Spectra7's ACC's

https://ethernetalliance.org/event/hsn-plugfest-3/
.
.
.
.

[Hunting_for_multiples]

Thx, my Google alerts missed that. The time is coming (finally)

[allwillbewave]

You maybe right.

It’s not clear to me how a network up grade takes place. It must be one heck of a logistical plan to co-ordinate with volumes of completed AI servers, the racks to hold them, the connectivity solutions such as acc’s, DAC’s, transceivers, AOC’s etc.

Looks like Broadcom is introducing their CPO strategy in 2024 as well.


You should. I did -- I made my investment, at least you should look at it a bit. I'm just kidding. But we have invested in silicon photonics, which is, I mean, literally integrating in one single solution packaging, as an example, our switch, our next-generation Tomahawk 5 switch, which we'll start shipping middle of next year, what we call -- the program we call the Bailly, a fully integrated switch -- silicon photonics switch

[Neophyte2]

You would think some customers will purchase cables in parallel with switches rather than in series.

[allwillbewave]

From Broadcom’s q3 results. It’s the Tomahawk 5 switch ASIC and other switch ASIC OEMs that will drive the various network connections solutions that Spectra7 will participate in.


As a founding member of the Ultra Ethernet Consortium with other industry partners, we are driving Ethernet for scaling deployments in large language model networks. Importantly, we're doing this based on open standards and a broad ecosystem. Over the past quarter, we have already received substantial orders for our next-generation Tomahawk 5 switch and Jericho3-AI routers and plan to begin shipping this product over the next six months to several hyperscale customers. This will replace the existing 400-gigabit networks with 800-gigabit connectivity.

https://www.fool.com/earnings/call-transcripts/2023/09/01/broadcom-avgo-q3-2023-earnings-call-transcript/

[Hunting_for_multiples]

Are the switches shipping? That is the gating factor. I haven't found direct evidence yet

[GARYM1]

They are looking busy in Dec.
How much longer before orders flow, there has to be enough industry awareness by now.

[Hunting_for_multiples]

Membership list of the EA:

https://ethernetalliance.org/who-we-are/member-list/

[jacksonjohn]

Wow!! Where do you keep finding these gems! Nice job..

[SEV123]

Spectra7 to Participate in Ethernet Alliance Higher Speed Networking Plugfest
Active Copper Cable Interop Verification with Major Data Center OEMs
https://www.spectra7.com/ethernet-alliance-plugfest

[Hunting_for_multiples]

Spectra7 to Participate in Ethernet Alliance Higher Speed Networking Plugfest

Active Copper Cable Interop Verification with Major Data Center OEMs

[SEV123]

I'm still waiting for that post. Once a liar always a liar. I've wasted too much time on someone who sits in his mothers basement looking for attention.

[yp_1]

I can still short while I continue to own 400k shares. Nobody prohibits me from doing that. What is it you are unable to comprehend in this case?

[SEV123]

Think about it, you lost your mind over mean using the word "we" in a generic form. LMAO!

[SEV123]

I'm waiting for that post? Like you lied about me not understanding short selling I think you lie about those 400k shares you own. What's your cost? If it's more than $1 and you put in $400k into a speculative stock than you need to give your head a shake as you don't sound like a man of means.

[SEV123]

YP please show me when I said by selling your own shares that, that's shorting.

Again you can't comprehend, I said with all your whining that you are probably shorting and don't own 400K as you claim.You understand now?

[yp_1]

Yeah, as you suggested, I am shorting now.

[SEV123]

LOL. Good for you, now don't you feel better? I bought those shares :)

[yp_1]

Following your advice, I've just sold a bit...

[jacksonjohn]

One day you will understand grasshopper. Be patient!
I guess the end of the year selling is starting early. I wonder if another "small raise" is close by!!

[SEV123]

Hmmm, a 500 share trade CIBC to CIBC sending it down 9 cents?

[SEV123]

Okay buddy "you" ate in the wrong stock. Time to go back to school and understand context. Sell the so called 400k you claim to own and get your life back.

[SEV123]

You're an angry fellow who emits only negativity. You should be in blue chip stocks collecting a dividend and getting some sleep. This stock has destroyed you.

[yp_1]

SEV123, there is no "we" or "us". Everybody is on his/her own. Not sure why you keep insisting...

[yp_1]

Sorry, I am not capable to comprehend nonsense that you emit on regular basis...

[SEV123]

No kidding Sherlock. Again you didn't comprehend what I posted.

[yp_1]

SEV123, when you short, you don’t sell shares you own, but rather shares you borrow from someone else. Now think for a moment about what you said about me shorting my (own) 400k shares.

[SEV123]

We all want that. We do seem to get tidbits in press releases and in presentations. Hopefully we get a bone thrown to us on December 6th.

[GARYM1]

It's times like this I wish the company would put out some news to give us something to sink our teeth into.

[SEV123]

Firstly I said I removed you from ignore. Secondly, you seem to have problems comprehending. You had great difficulty understand "we"
You are one uptight guy.

[yp_1]

Re: "What is you don't get?" What I don't get is you said multiple times I was on your ignore list. Yet you keep replying with pointless arguments...

[SEV123]

Well if you own shares you are part of the "we", what is it you don't get? As for those that own shares and you decide to sell for tax losses than you are part of the "you" what is it you don't get? I'm not tell you to buy. What is you don't get?

[SEV123]

And he claims to own 400k plus shares. Imagine if he was shorting, hmmm or is he? :)

[GARYM1]

Life's to short for such arguments. I will not say anything else on the subject

[yp_1]

Gary, there are times when I type a message but ending up with canceling it after all.
You can try teaching me what I should or should not do on this board and what I should get over, but it does not matter.

[GARYM1]

In the spirit of a clean board how about you get over it.
The collective seems to only bother you and in the grand scheme of things is it worth it.
Let it go

[yp_1]

I just don't understand posters who attempt to express a collective opinion, that's all. I personally rarely use the word "we" at this point.

[Hunting_for_multiples]

It's like you go out of your way to be insufferable

[yp_1]

Who are “we”? I don’t have cash, so speak for yourself…

[SEV123]

We could have buying in tax loss selling season instead of selling. You wouldn't want to be out as company might let us know just who their doing business with.

[yp_1]

Well, somebody will have to...

[GARYM1]

With Bonnie off on leave I wonder if our CEO will do the presentation on the 6th.

[yp_1]

That's an assumption, so let it be as such. Every propaganda is based on a lot of assumptions and false predictions...