X, yes.
CEO's of large multinationals are responsible for the strategic direction of the company, they need to secure business continuity 10 -15 years ahead, outwit their competition and to maximize shareholder value in the process.
For a trillion dollar company, a couple of billion dollars is small change. For the current shareholders in Lightwave it would be a huge windfall.
What I like about your message, it focusses on the customer, the demand side.
Too many people here get completely entangled in the complexities of the supplyside, the technology, reliability, manufacturability. Absolutely important requirements, for success. BUT the biggest challenge in any business is to offer exactly what your CUSTOMER wants and you know you are golden when the customers start to 'dragging you along'. Lightwave already showed world class performance and performance upside for years to come. That's what customers really like.
Engineers figure out the solutions if they know what is required from them. These guys love it when you give them the required specifications and you tell them when.
The days of 2 X per two years or Moore's law are behind us. Lebby tells us the industry needs 100X every two years. The internet as we have to come to know it has aged and no longer can offer the bandwidth required for the next 10 -15 years. The current internet is comparable to the first steammachine we now need to enter into a new industrial revolution. It needs a radical change and fortunately for us , the CEO's of Internet companies are pretty much aware and prepared to look for new solutions outside the current box.
These big customers want the future now, outsmart the competition,, lower cost of ownership, current organizational capabilities, no capital investments, no write offs. I think they gladly pay billions of dollars to secure the future of their enterprise and for ' peace of mind and guaranteed bonus pay outs".
Bullish
