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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 Grinder57on Nov 15, 2018 2:11am
81 Views
Post# 28977902

RE:RE:"Data Center" Design Ins

RE:RE:"Data Center" Design InsBad Math!

My hypothetical revenue stream derived from 100% conversion of  36 Data Center Design In’s was intended as follows:

If 18 of the 36 Data Centers were Hyperscale that would represent :

100,000 servers x 2 S7 interconnect cable chip sets = 200,000 per build out

200,000 x 18 = 3.6 million chip sets

If the other 18 Data Centers averaged 25,000 servers per building = 450,000 chip sets

3.6 million + 450,000 = 4.050,000 total chip sets upon completion of all Data Center construction
( once the plans are completed I remember reading the big DC’s can be built in a few months)
4.5 million x $10 per set translates $45 million in revenue 

I noticed their gross profit in Q3 dropped to 50%, from 55% in Q2 due to weighted sales in older lower margin VR sales 

I like the 60% GP they have talked about and hope it holds up on these DC Chips.
If So, then the GP on $45 million in potential revenue would be about $27 million in Gross Profit.

I never like over estimating, so let’s say they win 18 of the Design In’s and cut the $45 million by 50%, still leaves a revenue picture that could potentially crush the numbers to be posted for fiscal 2018...

All of the above is only my humble opinion and theory and doesn’t involve any facts...

“Data Center Design Ins”...   hmmm
Bullboard Posts