Rainer, it was an awsome idea to ask for a meeting. IBK has important insight, although they are not management itself. Mr. Venkatesan would not have told something completely different. Thank you for sharing with us. I hope Mr. Venkatesan´s whole familiy is fine again.

Their words confirm a lot of what agoracom is talking about. This is good reasssurance. We are on track. We have a timeline of several years, what is OK for me. Maybe we will see some surprises in the next years (I count on TRAB) but thats´s still speculation in my view.

What thrills me most, ist the european presentation file. I didn´t like the old version, so I very much appreciate the new presentation for investors. It has everything to make them curios:

• compatibility with existing manufacturing and computing systems. Disruption made easy!

• superior and instant benefits for datacenters: talking about 40 % power reduction with ridiculous investments for VCSEL-connections – HUGE! Best condition for market entry.
  

• pointing out that there is nothing equal in sight. Diving in „blue oceans“.

• planning a bright future with milestones for the next years. No fairytales – it´s reasonable.

• giving a hint of tremendous possibilities at numerous verticals in long terms. How to get the monster of a company someone told us about.

• Performance at the speed of light isn´t too much important at the presentation. Maybe this is owed to the investors way of thinking. Don´t get lost in technical details, show them monetary facts.
  

That´s enough for investors at a first glance. All the technical stuff may be given to those who got hooked. Who can resist?

By the way: Blue Ocean Strategy sounds much better than monopoly. But it´s the same effect. Good for us.

The Holk.