Re: Proactive investors
in response to
by
posted on
Nov 13, 2020 01:19PM
Nice find Monk. Yes those Zoom backgrounds can cause some facial distortions.
Really good. The reason I like having Vivek do interviews/ presentations is that he has serious credibility in this photonics space.
The technology can come off as very complicated. Vivek used the example of electronics on a circuit board. Tom used the example of the initial iPhone combining phone, internet, email, music etc...
The one thing people can take away is that Vivek is very credible. Lucent, Hitachi ( Oclaro,Lumemtum) and Macom are well known companies. 30 years experience.
He left Macom because the optical interposer had a large customer " endorsement and engagement " and they had cash coming in from the sale of Denselight.
The Sanan deal provides scalability at high volumes.
I'm eager to learn more about the mysterious NA tier one product.Tom mentioned in the last call that there were still ongoing discussions. Before that it was inferred (my opinion) the 400g Lightbar was the product.
Remember a year ago is what all about the NA Tier One. " They were pulling"
Hoping maybe next week to hear an update on that front.
good luck to everybody!