One of the assumptions in the book (conclusions) was that it would be the chip makers (Intel, IBM, etc.) ultimate who drove the future of silicon photonics. They may be right, but one of the things I keep thinking is that there may one day (soon) be bidders from different sources. I am not sure the Googles/ATT's of the world will let an opportunity to acquire the kind of tech LWLG is developing to pass. It may be too advantageous. ATT was already referenced as buying early silicon photonics tech. Cisco systems did so to advance their timeline in one product up one year... Lightwire I believe... just going on memory there.
After reading the book though, I could see even content service providers making a play. First, what is Google not moving toward? But second and maybe more importantly, the mere opportunity of reducing the cost of power consumption in their data centers (They used 5.7 tera watts of elec. last year, enough to power two 140K towns) may be too attractive. They are sitting on much more cash than the chip makers (now 83 Billion in cash), they could easily move into the area of purchasing a few specialty optic manufacturers (like Acacia) for a few billion and the technology that will facilitate the whole new market.
My point is not to hype, but to wonder, when the time comes for examination of the value of this company, it may be much more advantageous to own the tech that reduces data center costs by primary users. Plus more control of system design in... advantages, etc.
Maybe I am way off base. I could see more suitors for the tech realistically now than before is all. It will be interesting to watch it all unfold.
Time will tell, best to the longs,
F2
