The report table of contents shows some pages discussing Ayar, so I thought perhaps it mentions other players in the field - maybe even Lightwave..
Once again the answer is that Lightwave is going from pretty much unknown and unappreciated within the industry to a major position in 5 or so years. That's a pretty big pill to ask anyone to swallow.
I hope it happens, but was not sure if it makes sense if/that LightCounting doesn't write about them - they don't come up in a search on their website either.
As for those reports - just to be clear - LightCounting doesn't say that LIghwave will be capturing any of the market. That's Lightwave's own internal projections, as I understand it.
I think you are misunderstanding me. Why would I downplay a positive development if it proves that they are being taken seriously and have real potential to capture a large market? That's the only reason I've ever been interested in them.
I do wonder though what it would really mean if they only sell to small customers. I'm sure if such an announcement happens, the board will have a clear take on it.
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