Proto, Dr Lebby said "that may very well be the case" that a data center would have to overhaul all at once -
Since you believe Tier1s with 100,000+ transceivers are involved, how do you square Dr Lebby's comment along with the strong Tier1 relationships (in your belief) with Dr Lebby's own projection of 7,900 units in 2024 and 78,000 units in 2025?
Secondly, have you noticed that SOM goes from being a very small percentage of SAM - about 10% in 2024 to a larger percentage (almost 30%) in 2030? Do you have a viewpoint to explain why they start out so small? Dr Lebby referenced capturing more as they scale, but I thought you believe they are capable of producing MILLIONS of units now? Please explain.
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