Breeze says: very positive that this deal for the 3.2T is NOT with a Chinese company but with a Japanese one. They are building up their China +++ network, Taiwan, Singapore, Japan etc
He feels the stock should be at all time highs right now. The thing is 400G/lane is not on any POET road map. They have been busy busy busy so lets see new presentations and some video to help the market catch up and understand how significant these developments are.