Certainly agree with the price trend being upwards. We have been consistently de-risked for the past year or two.
This isn't directed at you inversor, but I have noticed the mention of "data" being released at the shareholder meeting by yourself and others. If you read what Lebby said, you'll see that the data is not that of the device, but that of the market share.
See his words below.
"The opportunity that awaits us is large. At the start of 2017, I took on the challenge to explore the market trends in the datacom and telecom market segments, and produced internal data to forecast which markets would be attractive to us over the next decade. It quickly became evident that market demand for 100Gbps devices (using 25Gbps devices) is explosive with demand exceeding supply. We also saw the market upgrading device performance to 50Gbps to support the growing demand for 400Gbps data rates, especially in the data center segment of the market. I look forward to sharing this data with you at our upcoming annual meeting of shareholders on May 18 in Boulder, Colorado."
To manage expectations and to also add context, I wanted to make sure this was made clear.
To be honest, the shareholders are NOT the audience for the technical and product data to come and I'd HOPE that potential customers are given this data, even in confidence, before provided to the public and competition at large. A summary, perhaps, but we've been given summaries all along. I'm not sure what sort of "data" individuals would like to see other than the fact that the 25 GB works, is plug and play, and can be produced on a certain timeline. I'd be happy with that.
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