Hi Polymer Paul, Revenue and market penetration is a good idea. That is what the company is working towards. They are not "chasing 800Gbps". They are being designed into the 800Gbps ecosystem that requires dozens of companies along the value chain.
To say they need to box off some deals at a lower data rate is missing the entire point of how the industry is structured. See the attached slide from Microsoft Azure.
800G began its GA (General Availability) by hardware manufacturers in 2022, with more companies continuing to release their 800G products in 2023/24. As you can see in the chart, Microsoft is nearly complete with their 400G rollout to all their datacenters, with only approximately 10% of their network needing to be upgraded from 100G to 400G. This means there is not much money to be made in 400G when compared to 800G's imminent rollout.
The conclusion is that we are right on time for 800Gbps nodes to include LWLG's technology. It is important to zoom out and view this industry as an entire ecosystem that must converge at a single point in time to transition to the next node. This convergence is happening right now and LWLG positioned right in the middle of it at exactly the right time.
Here is the full video. The slide I attached is shown at 34 minutes.
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