Agreed. $10 - $15 per unit should be a walk in the park when you consider the additional reduction in packaging and A+T cost. System cost would be slashed, even with a $10-$15 dialectric waveguide unit cost.
As for GaAs, looks like we are positioned to get India as a strategic partner, and if that happens, it will come with millions of $$$.
I have been very frustrated with this investment in the past, like everyone else, but I have never been more excited than I am now.
Industrial NR due this week. Dialectric waveguide TAM in the pipe. NLWL's have gone to market. The India GaAs RFP call is extremely interesting.
Stacking up to be an watershed Q3 + Q4.
ST