I will agree with you that statements like that without some clarification sews doubt, and while candid, is not very wise without some clarity, especially given a primary investment forum dominated by people with a negative agenda.
Hence, the buying opportunity. I weigh those comments in light of other comments of confidence that we are ready, it is happening, etc.
However, he did then make mention of moleculer O2 as an example and within a couple of days announced the presentation and paper presentation of results on their ALD solution to address that concern.
Another potential shift I see with my own open eyes is whether the industry includes a 400G product cycle that was anticipated, but now he is suggesting a jump straight to 800G.
In my own assessment, if we are to come out as the successor technology it is game on for our company to timely meet that challenge ahead of other technologies. It will be our time to rise or fall. My bets are placed. I am glad we ramped when we did. i believe he created a good team to meet that challenge.
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