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Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Financials out - Sedar

VanVillain,

Thanks for your response. 

"Absolutely yes we do expect additional NRE revenue during 2020. And all of that is going to be related to actual product sales in 2021."

your response below:

 If I'm reading the quote correctly, there is Non Recurring Engineering which will be tied to actual sales of the Optical Interposer (hopefully on a large scale) which depending on the model, should mean additional revenue.

Yes. I agree with your statement. I do however think this is the Tier 1 TM is referring to and then subsequently additional prospects. Which the company has stated they are pursuing. I was just a bit apprehensive when I read that a majority of revenue in coming years would be from NREs.I like you and everyone else here wants " actual product sales" Sooner rather than later.

One more thing regarding the Tier 1 company. The year end report and other information states they are a supplier of transceivers. They in turn will supply mega data centers as they build out or possibly incorporate some existing centers with the OI then making end users such as Facebook, Google and Amazon amongst others as customers as well, indirectly or possibly directly. Fj has said he feels it might be Cisco and they sure do fit the bill. Im not sure who it is but I would love to hear them as our Tier 1 customer!!! I also dont know just how large scale those sales orders will be at first. The Tier 1 is a huge company. It may be a gradual phase in??? Again I go back to the statement of majority of sales will be NREs related for years? I just don't know.

IMHO

 

 

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