RichardL and I witnessed Lebby meeting with two analysts at OFC. One from a boutique shop and the other well known in the semiconductor segment for a larger firm.
Lebby also is on record saying he communicates regularly with a dozen (or did he say half a dozen…I forget)
IMO the earliest coverage will begin is when the 4x200G chip is ready. Definitely by the time a transceiver hits sampling stage.
Your squawking about needing coverage after the May deal is a bit hypocritical. How the hell would an analyst put a report out on the May deal when no real details were provided?
News 
Market Data 
Discover 
