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Message: Re: LandMark Opto Plans New Plant To Meet Datacentre Demand

ITTR,

Landmark Opto is a epitaxial wafer supply company only (to my knowledge), so I don't think they are beating us to any punch.

There is no link between POET and Landmark to my knowledge, I merely posted this article as a reference to where the industry seems to be heading. Landmark is expecting double digit sales growth over the next 2 quarters, someone out there is  driving the demand for epitaxial wafers.

 

Cheers,

JW

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