Sir Celestial AI, Great work!
We can also note that the lead customer from the Macom transcript you posted is Intel....and they're business is on the decline already...I guess someone is stepping up to the plate with a lower cost solution (100G cwdm)
I'm sure Global Foundries has kept tabs on Suresh since the day he left, which is why their in a trail position to Poet, hence lately, they speak of Silicon Photonics as they're only hope to get to the "next" level.
Sir SP