Sqrl, I agree with Steve, and based on the chart Steve provided it does not look like there will be much revenues form Sony VR coming in 2024 Q1 or Q2 either, let's face it, the biggest selling season just ended for these products at Christmas
so S7 has a big problem, they either need to dramatically reduce costs, think CEO etc give up their huge salaries, cut R&D and G&A wherever possible, OR they need a BIG raise, and it is going to be a TOUGH SELL to the banksters based on the short -term looking really bad now, and the ACC for 800/1600 still being somewhat an unknown as to how soon the T5 switches are deployed and implemented, I'd venture to say 2nd half for S7 at earliest and only IF the Hyperscalers want to place faith in S7 rather than going with the much bigger providers MACOM and Semtech
we'll see, but it doesn't look good to me right now
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