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thirdrail

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thirdrail

Re: CarlinNM post# 188874

Tuesday, 04/30/2024 4:33:43 PM

Tuesday, April 30, 2024 4:33:43 PM

Post# of 195745
I would sell because this stock is not going anywhere with production for YEARS.

Did you listen to what was said?

Around 37 minute mark the polymer modulators came up (LWLG and the like).

It's not even being thought of until 400g per lane comes in when SiPho is done (over).

Andy Bechtolsheim from Arista Networks says coming in 2028/29.

The next guy who spoke up shaved off a year and says testing in 2026 and production in 2027/28.
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