Very pleased to see your blog Adrian. I think the timing for that release was impeccable. All the right questions were asked…Very well done Adrian! Those questions demonstrated a lot of good insight on your part. Very impressive.

Suresh continues to amaze me.  He is just so dialed in as is Vivek and we got to hear from Edward Cornejo for the first time. What a message they delivered. The level of detail provided surprised me. I think the stage is being set for some well place share price targets.

It is worth highlighting this page from the Needham conference presentation:

Industry Firsts

Industry’s smallest complete Transmit and Receive Optical Engine

Industry’s best continuous wave (CW) laser coupling efficiency with wafer scale passive alignment Industry’s best fiber to Interposer coupling loss < 0.5dB

Industry’s first flip chip Directly Modulated Laser (DML) meeting 100G/200G application requirements

Industry’s first wafer scale assembly compatible Multiplexer/DeMultiplexer meeting CWDM4 (100G) and FR4 (400G) requirements

Industry’s first Hybrid Photonics assembly platform combining the benefits of passive optical filters, RF Interposers and Micro optics