Ted - the slide is from a highly reputable source (Arista - a tier 1) and conveys about 30 data points on 5 different competing technologies. There is very likely nothing like it in the public domain.
For one of those 30 data points, Lebby believes the relevant figure is 2025 rather than 2026. You aren't going to decide to not use such data on the basis of this one error. You will not edit the slide either, because that isn't allowed. Instead, you will convey that the timing for polymer HVM is off. Which is what Lebby did. Repeatedly.
The interesting thing is that Arista (more credible than Andy himself) is stating that HVM will be in 2026, not MIGHT be, at the earliest (as Andy said). So this slide is actually good news for Lightwave!
Again, this lack of cognitive sharpness is precisely why you are unemployable.
Bullish