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spartex

Re: RuudSaltis post# 185688

Monday, 04/01/2024 5:00:09 PM

Monday, April 01, 2024 5:00:09 PM

Post# of 191666

Scale is a serious issue.



So you aren't saying commercial production of the actual PICs are the serious issue, but maybe at the moment just scaling it up with potential deals with transceiver partners like Cisco, Ciena and the like (Broadcom)?

I have trust in Dr. Lebby that he will be able to scale device production to meet the initial 2024 demand, as well for the much higher 2025 demand and beyond for their product within the polymer slot transceivers.

I would think "massive amounts of devices" you mean "millions"? Yes, eventually that will happen. Hanging loose until the additional PRs crank out with more color on partner deals with Foundries, packagers and Tier-1 buying (GOOG, et al. )
Bullish
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