Personally I feel that having competition is a good thing.

If that what this really is then we should welcome it. As has been mentioned before, there is a necessity for phototonics because of massive increases in data movement and the tech that is on the market now just can't support that. I feel it would be naive to think that no one lose has anything of value going forward in this space.

   As far as we know, we are using products from Broadcom and Lumentum, which both companies combined have a total market cap of $237 billion.

Also Lumentum's Alex Ju is presenting at Photonics Spectra Conference Jan.9, 2023-10:20 EST. These companies also want to succeed in this space. We know there are NDA's in place with some companies, but we have been given these 2 names that are big in this business.

We have been given a roadmap into the new year with some exciting accomplishments and production to be announced soon. 

IMHO

zax