Replies to post #9933 on Spectra7 Microsystems Inc (SEV)

[prototype_101]

SEV said, how much superior is SEV's chip, that's a really good question that I don't think anyone here has the direct definitive answer to yet

BUT.... I do recall in an interview that RH when talking about S7 ACC's versus the competition, pointing out that S7 chips would very likely be superior because of how complex the innerworkings of the chips actually are, and how much time S7 had spent in perfecting these chips, RH said as such that it would be very difficult for these competitor companies to be at the same level of performance as S7 chips

and could the competitors even replicate the performance without infringing on the S7 patents?

this is why I believe that S7 likely will either be involved in a JV Agreement with the likes of MACOM etc, or ultimately just be an acquisition target

also, I think the problem in the past preventing ACC's from getting implemented has been the extension of the life of the passive DAC (mainly by the developments of the Tomahawk series of Switches), but at 800gbs finally the passive DACS Reach becomes to short at 1.5M to 2M max

[yp_1]

It is not about that.
It is about the fact the behemoth companies we target will never deal with a micro company like S7, due to complete uncertainty of its business.
Tough times...

[kytrader77]

Exactly, Macom and Semtech have had 2 years to catch up. Spectra hasn't announced any improvements and their current chip is 2 yrs old.

I'm officially putting Future on block. His posts are exhausting to read, his opinions are so far out in left field that they are fairytale at best. They sound like his Savwatt posts which is now worthless. All 5 of the company boards that he has posted on are bankrupt except for Spectra which is damn close.

Yes, they have raised enough to keep the lights on but they still mishandled it and caused massive dilution and they still have a chronic liar as CEO. Literally nothing the guy has said publicly in the past 18 months has been true. Get a new CEO, reverse split and up list to Nasdaq then things might get interesting.

Massive dilution and poor management is making me stay on the sidelines with only 1,000 shares. Let's see them announce 1 order more than a few million. I do agree, the downside is limited for now but a few more quarters of no revenue and we'll definitely be looking a Savwatt situation.