2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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Hey Boston,
I have one more Q and rework my first questions a bit.
1 )Can S7 handle a large order of e.g. 50M ? Meaning going through the orders with enough money, working with several partners, etc.
2) Is S7 ready to execute any technological request?
3) How about revenue target for 2024 and or cash flow positive quarter it was said to be Q4 is that still the case.
4) How much money is in the bank and how much do our partners ask up front for orders before production starts 10% 20 50 or all.
5 )Is the CRX Consortium still alive.... and if so progressing on its targets?
6 ) Our redrivers competitors are launching equal products. How can S7 determine if these product violate our patents?
Correct. Just spot those shipments in order to know how close we are.
Im pretty relaxed.
Macom at ECOC. Demonstrating ACCs
https://www.streetinsider.com/dr/news.php?id=22204395&gfv=1
Great Bostongekko, i vote for Gary to list up the questions.
My is, will a large order of 50M be something that S7 can handle? Meaning going through the orders with enough money, working with several partners, etc.
Is sort, will S7 be able to execute?
Good end of the week. Enjoy the weekend.
Thx YP, great posts.
We are indeed early. And like Bonnie said, the feedback they got initially from customers "great product but we don't need it at the moment". Hopefully we will learn soon that this is no longer the case.
AI is a real trigger, at least I hope it will trigger the datacenters to 'speed up'. Nvidia sure is a current treat to some players in the industry. I think we all underestimate what's going on.
I have this very successful blockchain investment that learned me there are 340k AI models on hugging face. Every month 40k models are added. If you think about how many more in the coming years, millions more.... and that's only huggingface.
Ahmed has created a platform that works currently on the Render Network, if you have a million people using an AI model, you will need 20k GPU's in order to run it. Maybe I'm misunderstanding this all, but the use of GPUs exceeds our wildest dreams.
Companies Like Adobe will use a lot of AI models in order to get content out of the door simply by using a 'prompt'. But there will be others too, we don't know yet about.
Spectra7 Microsystems Announces Participation in the LD Micro Main Event XVI
Oké, we had our fun. Let’s be sharp and informative. Thank you
Stocks doesn’t care if you buy them or not, that you are peaking with DD on a messageboard or get killed by your fellow inmates with words.
It only responds to facts. Let’s keep things on topic, leave emotions out.
This is the way
I just checked Savwatt. You are joking or I didn’t find the right shareprice.
It’s at 0.0001
Also got an interest from a dutch investor who runs a 4000 member subscription magazine (email)
I responded, also posted my dutch answer online
https://www.beursduivel.be/Forum/Topic/1376382/Spectra7-Microsystems_Forum-Spectra7-Microsystems-geopend.aspx?page=Last
I saw a YouTuber talking about Volex. He was covering and making a case. I hope he will respond to my comment and digs in
On mobile you don’t see the link
Powermanagement is very important
Got it thanks. They speak about powermanagement and why it’s important. Nice. Active copper cables (not AECs imo)
They compare CDR with DSP. Have to look this up what it means
Oeps, that should be, didn’t find the transcript
Did see the transcript. Listening now
Do you have a link?
Gary, it doesn't matter, tbh.
Spectra7 has everything it takes to deliver on that promise (higher revenues).
We just have to wait for this to happen.the industry is prepping. Ignore the shareprice. What I think about now is..."can they deliver on big orders"? I believe they can.
Just keep the timeline in the back of your head. Orders will come in. Q4/Q1.
800G is still marginal. That's our sweetspot
Bonnie words could be prophetic
I did ask ChatGPT for recent updates on 400G en 800G active copper cabling
Yes, there have been some updates from NVIDIA regarding their active copper cables. They have introduced the **MMS4X00-NS 800Gbps Twin-port OSFP 2x400Gb/s Single Mode DR8 100m**¹. This Twin-port transceiver is a key innovation for expanding the **400G NDR InfiniBand Quantum-2 and 400GbE Spectrum-4 Ethernet (400G IB/EN) switch capabilities**¹. The line rate is **400Gb/s** for both **400GbE Ethernet and NDR InfiniBand** based on the **100G-PAM4 modulation**¹.
The switches use Twin port OSFP cages supporting two transceiver engines in a single OSFP form-factor plug creating **800Gb/s electrical to the switch and 2x400G optics using two MPO/-12/APC optical connectors**¹. Both switches and use the same Twin port, 2x400G OSFP plugs for transceivers, copper DACs and ACCs and are only used in Quantum-2 and Spectrum-4 OSFP air-cooled switches¹.
The MMS4X00-NS transceiver includes both InfiniBand and Ethernet protocols which is activated depending on the switch protocol the transceiver is inserted into¹. The Twin port OSFP uses two, 4-channel MPO-12/APC optical connectors with two 4-channel fiber cables¹.
These can link to single port 400G OSFP or QSFP112 form-factor transceivers used in ConnectX-7 adapters and/or BlueField-3 DPUs¹. The electronics, optics and optical connectors are the same for both single port OSFP and QSFP112 form-factors¹. Both ConnectX-7 and BlueField-3 devices can be used with Twin port OSFP transceivers at the same time with their respective form-factor type¹.
Twin-port single mode OSFP transceivers remain at **17 Watts** for all configurations linking OSFP switches, OSFP and QSFP112 adapters, and DPUs simultaneously¹. Linking Twin-port transceivers with 1:2 fiber splitter cables to 400G transceivers automatically creates 200Gb/s transceivers by activating only 2-channels and automatically reduces power consumption in the 400G transceiver from **9 to 6.5 Watts**¹.
I hope this information helps! Let me know if you have any other questions.
Source: Conversation with Bing, 14/9/2023
(1) Overview - MMS4X00-NS 800Gbps Twin-port OSFP 2x400Gb/s ... - NVIDIA Docs. https://docs.nvidia.com/networking/display/800GMMS4X00NS/Overview.
(2) LinkX Cables and Transceivers | NVIDIA. https://www.nvidia.com/en-us/networking/interconnect/.
(3) NVIDIA MCP4Y10-N01A Passive Copper Cable, InfiniBand 400Gb/s ... - Dihuni. https://www.dihuni.com/product/nvidia-mcp4y10-n01a-passive-copper-cable-infiniband-400gb-s-up-to-800gb-s-osfp-1-5m/.
(4) NVIDIA Mellanox LinkX InfiniBand DAC Cables and Splitters. https://www.nvidia.com/en-in/networking/infiniband/direct-attach-copper-cables/.
(5) 400GbE QSFP-DD Direct Attach Copper Cable - NVIDIA. https://network.nvidia.com/pdf/prod_cables/PB_MCP1660-W0xxEyy_400GbE_QSFP-DD_DAC.pdf.
This would have been ugly, if it wasn't for what's coming. A big order (100M) from datacenters
Spectra7 Announces Convertible Debenture Unit Financing
TORONTO, Sept. 13, 2023 /CNW/ -- (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, is pleased to announce a proposed private placement to certain institutional investors and insiders of the Company (the "Private Placement") of 2,838 units of the Company (each, a "Unit") at a price of $1,000 per Unit for aggregate gross proceeds of $2,838,000. Each Unit shall consist of one 9.0% unsecured convertible debenture of the Company (each, a "Debenture" and, collectively, the "Debentures") in the principal amount of $1,000, and 1,538 common share purchase warrants of the Company (each, a "Warrant" and, collectively, the "Warrants"). Unless otherwise indicated, all dollar amounts in this press release are expressed in Canadian dollars.
The Debentures will bear interest at a rate of 9.0% per annum from the issuance date (the "Issuance Date"), payable semi-annually in arrears on the last business day of June and December. The interest obligation may be satisfied either in cash or in common shares of the Company (the "Common Shares"), at the Company's option. The Debentures will mature on the date that is two years following the Issuance Date (the "Maturity Date") and the principal amount of each Debenture will be convertible into Common Shares at the option of the holder at any time prior to the Maturity Date, at a conversion price of $0.65 per share (the "Conversion Price"), subject to adjustment upon certain customary events. Holders converting their Debentures will receive accrued and unpaid interest thereon for the period from and including the date of the latest interest payment date to, and including, the date of conversion. Provided that the closing price of the Common Shares on the principal stock exchange on which the Common Shares trade is equal to or greater than 200% of the Conversion Price for any 10 consecutive trading days, then at any time within 30 days after such 10th consecutive trading day, the Company shall have the right, but not the obligation, to force the conversion of the principal amount of the Debentures into Common Shares at the Conversion Price in connection with a listing of the Common Shares on a recognized stock exchange in the United States or a change of control of the Company.
Each Warrant will be exercisable immediately and will entitle the holder thereof to acquire one Common Share for a period of two years from the Issuance Date (the "Expiry Date") at an exercise price equal to $0.715 per share. The Expiry Date can be accelerated by the Company at any time prior to the Expiry Date if the closing price of the Common Shares on the principal stock exchange on which the Common Shares trade is greater than $4.00 for any 10 non-consecutive trading days.
The net proceeds of the Private Placement are expected to be used for working capital and general corporate purposes. A.G.P./Alliance Global Partners has agreed to act as the agent for the Private Placement. Closing of the Private Placement is subject to all necessary regulatory and stock exchange approvals, including the approval of the TSX Venture Exchange ("TSXV").
In the United States, the Units will be offered on a private placement basis pursuant to exemptions from the registration requirements of the United States Securities Act of 1933, as amended (the "U.S. Securities Act").
All securities issuable in the Private Placement are subject to a statutory hold period until the date that is four months and one day from the date of issuance. Approval of the TSXV is required prior to any conversion of Debentures or exercise of Warrants that would result in a holder holding more than 9.9% of the issued and outstanding Common Shares and prior to the settlement of any interest payment in common shares.
Pursuant to Multilateral Instrument 61-101 Protection of Minority Security Holders in Special Transactions ("MI 61-101"), the Private Placement constitutes a "related party transaction" as insiders of the Company are expected to subscribe for 314 Units for gross proceeds of $314,000. The Company is relying on exemptions from the formal valuation and minority approval requirements of MI 61-101. The Private Placement was approved by all of the independent directors of the Company.
No securities regulatory authority has either approved or disapproved of the contents of this news release. This news release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. This news release does not constitute an offer to sell or the solicitation of an offer to buy the securities in the United States. The securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or any state securities laws and may not be offered or sold in the United States or to U.S. Persons unless registered under the U.S. Securities Act and any applicable state securities laws or an exemption from such registration is available.
ABOUT SPECTRA7 MICROSYSTEMS INC.
Spectra7 Microsystems Inc. is a high-performance analog semiconductor company delivering unprecedented bandwidth, speed and resolution to enable disruptive industrial design for leading electronics manufacturers in virtual reality, augmented reality, mixed reality, data centers and other connectivity markets. Spectra7 is based in San Jose, California with a design center in Cork, Ireland and a technical support location in Dongguan, China. For more information, please visit www.spectra7.com.
No Proto, Future is right. Low speed cables.
Have you seen the insiders selling CRDO shares? Still the stock isn’t dropping. Their AEC cables are phased out. I would be running for the exit.
The market doesn’t know everything nor do we
First time I see this 'Hybrid' cable from Nvidia. Working, so no time to dig deeper.
https://network.nvidia.com/related-docs/prod_cables/PB_Hybrid_Passive_Copper_QSFP_to_SFP_10Gbs_Cables.pdf
No problem, and none taken.
Im silent because I simply wait for Q4 to happen. Not because i lost faith.
Investing succes is not based on how vocal you are.
I will check it out later. Thx
Love it.
Now i want more
Credo's 10 Q is out. Microsoft dumping AECs
https://ih.advfn.com/stock-market/NASDAQ/credo-technology-CRDO/stock-news/91920723/form-10-q-quarterly-report-sections-13-or-15d
If this play out like we expect, easy 100 bagger
All i know is that it is important to have ‘ matching’ speeds between optics and analog/digital semi’s.
800G is our ticket
SP Routing Market Exceeds $4B in 2Q23
by adminAugust 29, 2023
Emerging Markets and China Drive Significant Quarter over Quarter Market Share Shifts
Incline Village, NV. Aug. 29, 2023 — According to a newly released report issued by founding analysts of 650 Group, the Service Provider (SP) Routing market will continue to grow through 2027, led by 400 Gbps and 800 Gbps port growth and continued robust demand for 100 Gbps in Telco, Cable, and Cloud deployments.
650 Group’s latest report indicates that many customers are transitioning to a digestive phase and delaying future orders as the first and second half seasonality in 2023 changes. This is occurring as the supply chain eases and customers digest equipment. The report also shows that the ramps in 400 Gbps Router platforms based on 56 Gbps SERDES, and next-generation 800 Gbps Router platforms based on 112 Gbps SERDES will become significant revenue contributors. Also, regional trends impacting China, North America, and Europe, where vendor performance remains very different based on the local supply chain, the trade war, and project timing.
“The SP Routing market is going through back-to-back upgrade cycles to 400 Gbps and 800 Gbps as both Cloud and SP demand for bandwidth is driving a rapid pace of innovation,” said Alan Weckel, founding analyst for 650 Group. “Vendors including Cisco, Juniper, and Nokia all have next-generation 800 Gbps announcements that will help drive adoption in higher speeds and DCI using ZR/ZR+ optics. In 2024, we expect a robust market of 800G ZR/ZR+ modules from Cloud customers to drive DCI bandwidth demands from AI and edge computing.”
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. ?Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. 650 Group focuses on leading-edge market trends and research and prides itself on first-to-market research with over ten research programs focused on SP and Cloud trends. To learn more, visit: http://www.650Group.com
https://www.businesswire.com/news/home/20190305005743/en/Spectra7-Demonstrates-Active-Copper-Cables-with-Cisco-Arista-Juniper-Intel-and-Other-Leading-Suppliers
Spectra7 Demonstrates Active Copper Cables with Cisco, Arista, Juniper, Intel and Other Leading Suppliers
Great piece Future. At first read, i love it, at second read, love it even more.
I missed the importance of how Raouf phrased it “charting their plan, we are preparing…
This is looking very big.
Great work A++
Could we get that full list of 50 partners if we looked for it?
Another thought.
Nvidia orders ACCs from us. Can we get them that 100M order if we wanted too?
That’s a lot of cable’s. Our cable partners should be able to get this done.
More speculation. Found this in the transcript of Texas Instruments.
And finally, potential acquisitions are evaluated through two primary factors that have remained unchanged: It must be a strategic
match, meaning catalog analog-focused, with high exposure to industrial and automotive. Additionally, it must meet certain financial
objectives.
https://investor.ti.com/static-files/fe6d6d72-bb1b-462d-9a14-7604c04be042