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prototype_101

11/05/19 9:59 AM

#49928 RE: Bertjan #49927

Bertjan, I believe deals are possible any time now, with 2000+ hours of successful R/T (8 years) reported at ECOC in late September, and materials engineered to seek Meta-Stability, I believe the results should continue to improve at 2500/3000/3500/etc, based on simple math the 100Gbs device with the PkM Gen2 materials operating at 2.5V should be over 3000 hours currently, so when do deals get done? well when Dr Lebby and a Tier 1 come to terms of Agreement of course, as PG said, Industry practice is to try to low ball you, block you, starve you, etc. , but I also believe the 100Gbs device can easily gain traction "as is" in the Discrete devices market in 2020-2022 timeframe while the PIC versions/OSA's are built, so the first deal may well be a Supply Agreement, we'll see, generally Thanksgiving to New Year's is not prime time for deal making, so only a few weeks left in 2019 prime time, else new budgets 2020 hit the ground running Jan 2, 2020, great time for deals