Mechanical difficulties shattered my plans to get to the AGM.
Some basic takeaways from the webcast:
-Suresh essentially proclaiming "risk retirement"
-there has been an industry-wide delay of about a year for 400G and that our timing could not be better as early contender at this level
-the overhang is gone
-all else on track
Naysayers will see things differently which is understandable given the development delays.
Still no reason to take cheap shots at our most valuable DD providers.