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frobinso

09/25/23 9:53 AM

#159447 RE: KCCO7913 #159442

KC, I have heard Dr. Lebby in public interviews saying that one of the great things about our EO Polymer is that it does not matter which direction the industry goes, that EO Polymer's may be used in either the pluggable or the co-packaged approach to improve performance and lower power. So if pluggables push back the need for co-packaged and we are in pluggables we are still there increasing our adoption to improve the pluggables, and my own words now: It is the improvements offered by our EO Polymer's that may even be the driving force that reduces the need for Co-Packaged optics. And we may also be the secret sauce that will be needed if a competition between the two approaches ensues. An analogy in the ring, woudl be like our EO Polymers are effectively the boxing gloves worn by both fighters.
Bullish
Bullish
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tedpeele

09/25/23 9:58 AM

#159449 RE: KCCO7913 #159442

ok, thanks. Have you seen any industry articles that discuss how quickly the pluggables market is likely to develop?

The TAM, SAM, SOM "market" on the ASM slide 21 is for "transceiver CPO/AOC Units".

The next slide refers to "Units, Pics & Sub-Assemblies"

Since the Addressable market includes CPO.
and
You just said LWLG's SOM figures are for pluggables.(ie not CPO),

Can you explain why you are confident that Lightwave's SOM's are based on reality since the starting figures don't break out pluggables?