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Re: KCCO7913 post# 192320

Thursday, 05/30/2024 9:39:07 AM

Thursday, May 30, 2024 9:39:07 AM

Post# of 233579
Seems TFLN is biggest threat, but there is a clear contrast on strengths & weaknesses that lean towards the acceptance of polymers. No risk no reward. LIghtcounting does not seem to give Polymers much cred yet.

I notice on slide 21, that even though AMF was not mentioned explicitly as a transceiver partner, they clearly show an AMF transceiver reference design on slide 21.

I do notice that on the timeline slide 26, that Transceiver Reference Designs (plural) shows as 2026, so a dose of reality there.

I do like that we have a > 70 patent count in 2021, and both 2022 & 2023 activity show as patent filings, so it is nice to know the count will soon be going up.
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