Gooch99

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?

Maybe just me. I am a little more sceptical but sounds more like a collaboration of partners on the modulator portion of the 400G product. Especially since it was followed up with this statement. 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.

As much as I would like to hear who that Tier 1 NA partner is the company said we may never know until long after the fact when products are out. Now the European partner may be different. I would assume we should have product orders soon if production is about to begin. Hopefully at that point we can put a name to the face. Either way should be confirmed some time in March.