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Re: MarkLutkowitz post# 217115

Tuesday, 05/20/2025 12:17:49 PM

Tuesday, May 20, 2025 12:17:49 PM

Post# of 234422
How could your confidence in polymers remain subdued, but your belief in the company’s prospects be buoyed simply by a managerial restructuring?
The CEO wouldn’t make things better, if the material wasn’t promising.

Hasn’t TFLN been ruled out as a promising format for CPO (size, CMOS issues, lack of future headroom for higher speeds)?

CPO seems to be essential for future competitiveness, and next generation computing going forward.
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