InvestorsHub Logo
Followers 167
Posts 21891
Boards Moderated 0
Alias Born 09/11/2006

Re: jeunke22 post# 164786

Thursday, 10/26/2023 7:42:29 AM

Thursday, October 26, 2023 7:42:29 AM

Post# of 197931
This quote suggests that Lightwave has NOT been viewed by the hyperscalers as THE SOLUTION kept well hidden under NDAs at all—as has been preached and hyped year after year.

Exactly what I’ve been saying the tea leaves show. To refer to the solution options as issues of philosophical debate shows the reality that hyperscalers have NOT been chomping at the bit for solutions in general nor with Lightwave specifically:

Only now are are they actually interested in paying attention to the little Lightwaves and other companies trying to get a tryout for the varsity team.

12 months ago, at Optica's last cloud computing event at DuPont the world was still a different one: the hyperscalers Meta, Google, Microsoft ... were all cooking their own soup. Plugable, co-packaged or onboard #optics were topics of long and almost philosophical debates. All the other companies down the supply chain were requesting some kind of guidance on which direction to look at. Even just 6 months ago at OFC Conference 400G was still the main topic, with 800G slowly showing up pn the horizon

Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News