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x993231

11/13/23 3:54 PM

#167024 RE: tedpeele #167023

You didn't hear what he said when he put up the slide up.

You assume too much then you treat it like is a fact then you quote yourself.

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Tleprathy

11/13/23 3:58 PM

#167027 RE: tedpeele #167023

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.
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walterc

11/13/23 4:00 PM

#167030 RE: tedpeele #167023

The slide shows that system companies want new technologies. Polymer is a new technology.


Maybe for once you should show up on one of these events Ted ans ask your questions to the right people instead of making up stories and criticizing people wh do this dd.