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Message: Re: Light engine - Inphi continued
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Aug 29, 2020 11:33AM
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Aug 29, 2020 12:09PM
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Aug 29, 2020 03:41PM
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Aug 29, 2020 04:46PM

The  one word that was used multiple times in reference to the product road map was deterministic.

I  think  your conclusion was correct Rainer re the tender being successful.

There is  a need to supply the NA Tier 1 with volume. Can that volume be sourced from DenseLight? Initially I  think  it  will have to  be but I think they will  ultimately supply from  NA sources for NA demand. It has been noted that the last presentation that we observed from DL had the Acacia patent detail removed (a little too much information). We will  have to  wait for  the tear down to be sure. 

  

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Aug 31, 2020 03:01AM
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Aug 31, 2020 03:15AM
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