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Message: Re: Blue Ocean vs EBITDA
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Metabill: What happened to the AOC for data centers and the $5 billion+ market they were about to enter? I was under the impression that the AOC would be ready to market in 2H of 2016.

The AOC is on track. The plan is to integrate

  • VCSEL
  • detector
  • electronics

into the same chip in the current quarter. So far they integrated

  • VCSEL
  • detector

The result can be seen in the THM presentation on page 8. At the moment they are integrating

  • electronics

When they are done, they will have a fully-integrated VCSEL transceiver. However, that does in no way mean that this is a finished product! No, it is just the starting point for optimization, fine-tuning and whatever. They are expecting a product ready for mass production in the end of Q4. Market entry is scheduled for 2017.

This has been announced, and this does not have been changed.

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