Hey Buz,
It's all speculation from outside the company. It's honestly what I've learned so far based on what I knew 30 years ago when I thought about it every day. It's outdated and out of my field so absolutely, you need a second opinion from an electrical engineer which I am not. But I have been reading a lot and so far this where it has led me. I find it fascinating to witness this transformation of copper to glass after thinking about it for so long.
The business side has not been my experience. That's what I came here to find.
What I know about silicon photonics is the material side, so those opinions that I wrote about in my last post where coming from my very science oriented perspective and almost ignoring the business side.
Rick