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Re: KCCO7913 post# 159442

Monday, 09/25/2023 9:58:26 AM

Monday, September 25, 2023 9:58:26 AM

Post# of 234099
ok, thanks. Have you seen any industry articles that discuss how quickly the pluggables market is likely to develop?

The TAM, SAM, SOM "market" on the ASM slide 21 is for "transceiver CPO/AOC Units".

The next slide refers to "Units, Pics & Sub-Assemblies"

Since the Addressable market includes CPO.
and
You just said LWLG's SOM figures are for pluggables.(ie not CPO),

Can you explain why you are confident that Lightwave's SOM's are based on reality since the starting figures don't break out pluggables?
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