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SteveSchiets

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SteveSchiets

Re: x993231 post# 1200

Wednesday, 10/14/2020 3:32:08 AM

Wednesday, October 14, 2020 3:32:08 AM

Post# of 9929
X,

We are the next day from the news that hit us yesterday. I didn't sleep well because it was a massive PR. Whatever the PPS does today I don't care. All I can see is Alibaba and Tencent have made the decision to INCLUDE ACC in their datacenters. They wrote a white paper on it with enough detail it's our cables.

I got a message back from IR saying the white paper is confidential to Alibaba and Tencent and other members of the working group on Data Center interconnects. I will try other ways. I want that paper.

2021 with a direct market of 200M is just the beginning, imo.

What will the direct market be of 2022?

I'm going to frame that PR.

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