yes, agreed, but if you believe in the technology, and I believe you do, then you might as well be a buyer at today's market and participate in the 800gbs ACC sweet spot, if you just sit back here and wait you likely will break even by 2026 but if you buy today you can book some gains as well, that is if you still believe in the 800gb being the "sweet spot" for ACC and S7 having the goods to deliver, I do believe the AI revolution will greatly accelerate 800gbs implementations