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Re: gatesoft55 post# 48858

Wednesday, 10/02/2019 8:09:02 AM

Wednesday, October 02, 2019 8:09:02 AM

Post# of 196798
Gates said, Nice interview of Lebby. Appears very confident. Now he has to close a deal.

glad to see you are more confident now after seeing the post-presentation interview! As I have been saying, I believe the mounting R/T evidence as presented at ECOC would begin the time of negotiations from a position of strength

Also as I have been saying repeatedly, the two deal closers for valuation would be

1) successful R/T of PkM Gen 2
2) optimized 100gbs device PkM Gen 1 at 3V or Gen 2

I believe both of these are close enough to completion that the final result is already in the line of sight for those under NDA
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