Just thinking out loud here, but is it possible that the entire industry has hit pause or slowed the push to 400g?

With the semi supply issues and covid and overall distribution it could make sense to slow upgrades. Furthermore, there does appear to be lots of new innovations coming down the pipe (poet being one) to make that move to 400g more cost effective. 

Either way, we are progressing, slow slower than everyone hoped. The SP surprises me, but I have faith in management.

GG