Yes. It is a very big deal. So big, that I bought more shares when it was clear it was possible.
I can only think that the fact LWLG’s modulators can serve both the coherent and direct detect markets must be covered under NDA or something of that nature. For whatever reason, they are intentionally flying below the radar level on this topic.
Interestingly, about this timeframe, LWLG began emphasizing the >10km markets instead of data centers. This totally makes sense to me with the extremely efficient use of spectrum coherent modulation enables.
PG