Sunday, March 24, 2024 4:28:03 PM
Just a few questions about this post of yours.
!) The only comments I have ever heard Dr Lebby say about yields coming back from the foundries described them as "excellent". Granted that was a number of presentations ago. Are you trying to create FUD by stating, "for all we know the wafers could have terrible yields!
2) I have heard of single lane, PAM 4, 4x25, 4x50, 4x200 and 8x100. I don't understand your suggestion that multi-channel might mean there is something between single lane and four lane? You could very well be right that the industry is working on a two or three lane PIC. Until your post, I was sure that "multi-channel" meant 4 lanes or 8 lanes.
3) I am a little confused as to why you didn't refer to the guidance given at the May 2023 ASM. Lebby only referred to 800G and 1600G product sales in 2024. I can't imagine they are working on anything else. The unknown is how far along are they as of March 24, 2024. I also find it hard to believe that the product demonstration at the May 2024 ASM would be anything other than the 4x200 PIC. In my opinion, trying to suggest the demo will not be on the 4x200 PIC is simply an attempt to spread FUD.
You have made your hopes and dreams known to all on this board. Your hope is that OFC will come and go without any announcements and that you will be able to load up on shares at a much lower price. Excuse me if I don't say good luck with that.
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