Re: Valuations
in response to
by
posted on
Feb 18, 2021 11:44AM
Just to clarify what Suresh said on February 11th regarding 400G partner(s) from the Empire Club transcript;
[44:11] So our product rollout strategy remains unchanged. You know it’s a scalable optical engine platform for multiple frequencies. So these are the modulated laser based products which are the 100G and 200G. And then we have the CW laser-based products which are 400G starting with the receive engines and eventually moving to the modulated engines. We expect over the course of the next month to make some announcements around partnerships around 400G. You know I think most of you know we make the optical engines, we make the lasers, but we are partnering with other parties on the modulator. And so because it’s a platform technology that is hybrid, we have the flexibility of multiple partners for the modulator and we expect to be working through that process over this next quarter.
The phrasing was "over the course of the next month". I took this to mean partnerships could be announced at any point within the next 30 days from the date of the event (Feb 11th). Do others see it the same way?