Friday, October 06, 2023 6:14:31 PM
I think in the last question of the day Bonnie perfectly captures the essence of this security over the last five to six years.
"In 2017, we thought the market is here, in 2018 we thought the market is here, in 2021, we really thought the market is here because 56 gig was ready to go and low and behold, they push us back and skip over the 56 gig and go straight to 112 gig. So now there is really no choice, they have no place to go, they either buy the AEC that use eight times more power or they use AOC that use 10 times the power and is not as eloquent of a solution. So, we see this as a great inflection point and it's really about when Broadcom can get into production. And that's our biggest roadblock it's really about timing with the market. But we are here, we're very confident to be able to serve that".
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