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Re: mr5874 post# 117532

Tuesday, 10/04/2022 7:23:25 AM

Tuesday, October 04, 2022 7:23:25 AM

Post# of 201523
Mr said, At the ASM, Lebby mentioned the majority of the BOM within a transceiver is optics-related. Depending on the speed, it can range from 20-30% to 80-90%. He said when you get into the 800Gbps and 1.6Tbps it's naturally going to be a big part of the BOM.

He also made it clear that if you have a technology that will enable the transceiver to do something that nobody else can, then you will extract that value... He also said they weren't going to leave it on the table, knowing what they have and what their customers are asking for.


Yes, this is INCREDIBLY IMPORTANT information too, any investor who understands the basics about LWLG's technology knows that the cost of LWLG's product is nothing, that an ounce or two of LWLG's secret sauce can create 10,000 devices, and it doesn't take a rocket scientist to do the math that when LWLG's technology is being deployed in MASS SCALE at 7 Foundries (more to come still in 2023) that LWLG's profits will be ASTRONOMICAL!!!
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