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Re: tedpeele post# 174543

Monday, 01/08/2024 10:23:53 AM

Monday, January 08, 2024 10:23:53 AM

Post# of 233788
Yes the competing technologies are silicon photonics for 100G per lane and then InP/TFLN/BTO for 200G per lane.

Competition will always exist. So what?

The latest industry report shows the annual revenue for “TFLN and other materials” as ~$2.5 billion in 2028.

“TFLN and other materials” is TFLN/EOP/BTO.

Lebby believes he can get the lions share.

Even 10% market share of that segment means this company is a multi, multi billion dollar company.

When the first EOP powered transceiver is revealed with a partner or two in tow and a foundry or two ready to manufacture….it will become very clear even to the skeptics that this is the real deal.

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