Spectra7 Microsystems Inc (SEV)

[prototype_101]

Sqrl, yes it most certainly would mean the TAM increases as it encroaches on to AOC territory, remember AOC's are much more expensive and power thirsty, see Slide 11 and notice S7 ACC is shown on chart as being for 2M-7M, this news release would extend the ACC reach to approx 10M (30% longer reach)

https://www.spectra7.com/CorporateOverview_06222020.pdf

S7 has already told investors that the 2021 "direct" market for their ACC is at $200 million, so maybe now it would be $250 million

So yes, 10M per quarter in 2021 seems quite reasonable, it all depends on how these new Hyper-DC's build-outs progress

Investors know there is only one known competitor product, it is by Credo, they are bigger and better financed, but it would appear S7 product is superior, noted differences being thickness of cables, and S7 "tunability" self-optimizations capabilities, I believe this is why S7 is in bed with Tencent Consortium formation, and more recent Alibaba White Paper endorsement