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Re: LightwaveLong post# 91927

Friday, 01/28/2022 1:05:43 PM

Friday, January 28, 2022 1:05:43 PM

Post# of 203864
One takeaway for me is that big money thinks we are further away from major revenue than many here. Our sweet spot is the 400GB market. Right now data centers are serving … others likely have more insight than me … 10 GB/sec. ? That’s quite a gap. Surely our sales will fore-run rollout but still major revenue is likely a ways off yet. The further out revenues are, the harder you get crushed at the moment. Add to the ‘black box’ commercial environment, lack of revenue guidance, etc and - well that’s at least a piece of what we’re seeing.

All imo only, of course.
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