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Spectra7 Microsystems Inc V.SEV

Alternate Symbol(s):  SPVNF

Spectra7 Microsystems Inc. is an analog semiconductor company. The Company delivers analog semiconductors at a bandwidth, speed and resolution to enable disruptive industrial design for electronics manufacturers in virtual reality (VR), augmented reality (AR), mixed reality, data centers and other connectivity markets. It creates silicon products that enable copper cables to be longer, thinner, lighter and run at higher performance levels. Its family of products features a patented signal processing technology used in the design of active cables and specialty interconnects in data centers, VR, AR, and other connectivity products. It provides chips, such as HT8181 HDMI 2.0 In-Cable Equalizer, VR8200 Ultra-High-Speed DisplayPort Embedded Interconnect Processor, VR8300 Ultra-High-Speed DisplayPort Embedded Interconnect Processor, VR8050 Interconnect Processor, VR8051 Interconnect Processor, GC2502 Data Center Cable Processor, and GC1122 Dual Channel 112Gb/s PAM-4 Linear Equalizer.


TSXV:SEV - Post by User

Bullboard Posts
Comment by Pokerchampon Jan 09, 2017 5:39pm
110 Views
Post# 25685413

RE:Future expectations

RE:Future expectationsRevinator, I agree with your projections for AR/VR revenues in the coming year or two.  Sales are limited only by demand.

However, in the data center space demand is already there at expectded sales of $1 billion in 2016 growing to $4.2 billion in 2019 for fiber interconnects according to the latest corporate presentation.

It seems to me that if Spectra7 can demonstrate stated technical performance and reliability in 2018 the only thing limiting their sales thereafter is their ability to compete for orders and their ability to produce and deliver the orders they manage to win.

Since their production of chips and and cables is by existing producers in China I don't expect there would be limits to significantly increased volumes.  It seems to me that if they can manage to win orders in tens or even hundreds of millions of dollars they would be able to deliver.

Raouf's enthusiasm if not excitrement by their data center prospects along with his statemetn that big news is coming this quarter seems to point to S7's bright future in this space.

If you disagree with my take on data center reveneue prospects I'd appreciate it if you'd point out where my take is faulty.  Thanks!
Bullboard Posts