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Message: Needham Conference May 2021 Full Transcript
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Sula

My one concern regarding these delays is that they are more than a "couple of months" as stated by Suresh in the call yesterday.

If you take their roadmaps that have been presented this year alone, we have went from Production in Q3 2021 for 100G/200G, 400G Light Engine & 400G FR4 - to Q1 2021 for the first two products and Q4 for the latter.

The Roadmap has even slipped for the 100G/200G from the OTC Conference barely a month ago! I'm getting to the point that I fear looking at the Roadmaps in the latest presentations any more.

Is this going to be an on-going shift to the right??

I tried copying the Roadmaps into this message though failed miserably :(

 

 

 

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