Two possibilities: We are doing the lightbar for Broadcom or not.

On the "We are" side: Isn't it strange that we worked with NAT1 for so long on 400G transceivers and in the end our first product is a laser ligthbar for co-packaged optics? Didn't you assume it would be a 400G pluggable? What about Broadcom's silicon photonics not sounding like POET? We know the NAT1 had a tender and multiple vendors were involved. Perhaps we were chosen as part of the solution (for know?).

On the other hand if we are not working with Broadcom then they are already started down the exact same path as our NAT1. It sort of forces the NAT1's hand as far as needing to announce soon. Otherwise their analysts will be asking "When are you going to provide a co-packaged optics solution like Broadcom has announced."

Rogue