That is a much improved presentation.
I really like the InP Hybrid Platform market opportunity (circa $2.75 Billion) and commercial sales start in Q4.
Very bullish to publish that .... and if correct .... Q3 HAS TO BE A SIGNIFICANT quarter for InP NRE / partner / contract news.
And the InP Sensing TAM at a touch over $1 Billion.
Then the GaAs AOC to follow ... very exciting.
Q3, Q3, Q3 ..... stacking up to be a celebratory quarter.
ST