With Poet we know the size the form factor and now we have the best of breed qualified lasers from Lumentum, and here's the kicker, for 16 lane 100g per lane 1.6t we have NO Modulator.

Obviously with markets growing this big, everyone wants to go where the puck is going. They didn't say the size, what are these modulators ? Suresh describes the SiPHi modulators as not very good, and Tom Mika said they were expensive, so we don't know the size nor the cost or the scalability. All done during the 3 years we couldn't get wafers and the supply chains were a mess. Where's they're 5000 hours of laser testing? They're right about the addressable markets being a big deal. Let's get more details because right now it's just a lot of hot air. 

SP