Thursday, November 13, 2025 12:13:17 PM
I agree re NLM and Anthony Yu as positive. Agree also about the value of the PIC.
But given the history of the company I'm siding with the consensus on a plasmonic PIC, which is that scalability isn't until 2032...I don't know if you saw the table image I posted on that a day or two ago.
One would think that if they really have demonstrated the robustness they claim and that the main industry concerns have been met they would at least get a couple of Stage 3 partners that aren't plasmonic.
Three sources have told me that there is no way this PR is talking about Nokia, but none will provide the evidence or even an explanation for how they got the evidence. Do I trust them? Do I trust that they didn't misunderstand something? They are strangers on the internet. I gotta go with more concrete evidence esp when 2 of the sources have been pretty far off on projections in the past.
..
But given the history of the company I'm siding with the consensus on a plasmonic PIC, which is that scalability isn't until 2032...I don't know if you saw the table image I posted on that a day or two ago.
One would think that if they really have demonstrated the robustness they claim and that the main industry concerns have been met they would at least get a couple of Stage 3 partners that aren't plasmonic.
Three sources have told me that there is no way this PR is talking about Nokia, but none will provide the evidence or even an explanation for how they got the evidence. Do I trust them? Do I trust that they didn't misunderstand something? They are strangers on the internet. I gotta go with more concrete evidence esp when 2 of the sources have been pretty far off on projections in the past.
..
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