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Re: tedpeele post# 188689

Sunday, 04/28/2024 6:46:31 PM

Sunday, April 28, 2024 6:46:31 PM

Post# of 196057
Mark’s take on one of the comments about TFLN:

There is expected to initially be at least a decent amount of market demand for TFLN in the next several years, involving multiple suppliers that are in existence today. It appears that Ciena is already using the material. There are other large users actively engaged with the platform. The volume will act as a barrier to other solutions. That is in addition to InP remaining prominent in the market for an indefinite period. There is simply not a comparable situation with other novel materials.

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