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Wednesday, 09/28/2022 10:54:44 AM

Wednesday, September 28, 2022 10:54:44 AM

Post# of 203861
Some real-life industry (telecom) perspective for the board. One in every 3 RFIs we have received this year now has an ask on ESG. There are questions about carbon emission targets, greenhouse gas emissions, carbon footprint, sustainability goals, etc.

With the assumption that everything Lebby/team has stated over the past 12 months comes to fruition via foundries, the power reduction aspect of the "goo" is enough to warrant ubiquitous adoption via foundries, optical component suppliers, optical networking equipment OEMs, Hyperscalers, T1/T2/T3 SPs, etc. Breaking thru the speed wall is an added bonus for future-proofing.

Based on ESG parameters the majority of publicly-traded companies will likely be forced to move this direction or else face backlash (lack of support) from the banking/financial community thru credit-like scoring. Those of you who understand ESG, hopefully see the big picture that is at play here.

Lebby says the timing is right and couldn't be better; I believe him 1000%.
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