fairchijisback said, "Godo they will build what their customers want. And their customer apparently wants the ability to break out. DR4 is backward compatible. Meaning that they can upgrade port density at the rack to 400G and the customer can continue to use 100G on each fiber (upgrade one end). It is a lower cost intermediate solution.

And if you have been following the market it has been kind of back and forth on this and POET is following.

What you should be very impressed with is that they are building 100G CWDM for China which means they have the technology for fully integrated CWDM. Of course you in no way would want to give this company credit for their great technical achievements."

It is really simpler than that Godot. Suresh has always said "they will build what the customers want" (period!!!). There is no use to fight this as Suresh will not waste precious company resources on projects that don't lead to what customers do not want. If you don't fulfill a need, what customers want, then will you ever get sales from them?

Monolithic