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Thursday, 05/26/2022 2:11:56 PM

Thursday, May 26, 2022 2:11:56 PM

Post# of 199518
I was very pleased with the presentation as Lebby heard the feedback on guidance and delivered as much as he could without violating NDAs. Very satisfying. IMO, it is all about the Foundries slide. 2nd half 2022 is going to be a lot of fun!

See my posts today on GF and another on Ayar Labs. The photonics market is very hot as Lebby stated many times. I did not count how many times he said ubiquitous, but reinforced the breadth and generational opportunity of this investment.

GLTAL!!!!
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