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Re: MessiBelgium post# 41575

Friday, 12/21/2018 6:20:33 AM

Friday, December 21, 2018 6:20:33 AM

Post# of 203996
Messi, let me add that Cisco's deal with Luxtera 'traditional' silicon might be a reaction or a first move action into the PIC field. One thing I can tell you from my own corporate experience: nothing creates more sense of urgency than a competitor move. I see Cisco-Luxtera deal as the proverbial fire under the haystack. This will accelerate things. Wonder if LWLG was not available anymore to Cisco.? Can't imagine Cisco did not have LWLG on their radarscreen. Maybe they are indeed seriously talking to one of the companies you listed.
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