1) EOP science and device engineering has never been this mature and LWLG continues to be the trailblazer.
2) Nearly every single company in this industry these days recognizes EOP as an option needed for future modulator technology.
3) No other company in EOP history has succeeded with wafer scale poling inside a foundry…thousands of devices at a time. (I’ll ask about yields at the May meeting for you).
4) No other company in history has achieved 200G per lane EOP modulators in a high volume setting.
5) LWLG owns 99% of the IP related to EOP modulators.