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Re: KCCO7913 post# 14284

Thursday, 12/18/2014 1:11:41 PM

Thursday, December 18, 2014 1:11:41 PM

Post# of 189222
KCCO7913,

at the ASM we were told the bleached modulators are not a revenue opportunity and that they are being made to prove out the material. ???

You are right. We were told at the ASM that the bleached waveguide modulator was not a revenue generating opportunity. However, LWLG's device development timeline indicates otherwise ($300 million TAM). Why the discrepancy?

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