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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
Post by Grinder57on May 03, 2019 9:04pm
111 Views
Post# 29709734

Questions

Questions
Expected Milestones & Revenue Drivers
2H 2019
Begin production ramp of data center solutions with leading China Data Center operator
Expanding VR business with leading OEM into China
Announce 2-3 new data center interconnect customers
2020
Start deployment with 1-2 additional Data Center operators VR production launch with Tier 1 gaming OEM
Stable/expanding base VR revenue

1. Announce 2-3 new data center interconnect customers 2020
question: The China Data Center operator must be a separate revenue producer from the 2-3 new DC customers for 2020? So is there two sets of customers, both the operators ramp for 2019 and additional new end user customers (perhaps a domestic end user like Facebook, Microsoft type who control their own DC operations in house thus being referred to as customers and not operators)for 2020 or are the 2-3 end user customers belong to the DC operator previously announced?

I am hoping they are not connected and represent different revenue streams above and beyond the initial $5 million from the China operator. The verbiage is a little hard to confirm or distinguish clearly for me but could represent huge additional revenue streams once clarified completely!


2020
Again, it looks like another 1-2 Data Center operators that are supplying the end users coming on line in 2020.

Again, not one wants to miss the Copper Cable Express Bus and hoping for the DOMINO effect to take place just as it has done in the VR space for the Company!

Dont think for a minute  the market is going to make it easy for any retail investor to hang on to their shares, especially when things just might be much closer to smelling the bloom on the end of the rose....

I suggest for myself to wait fir the funding to come through and go back to waiting for the Company to continue to put itself in a position of  potential dominance in the DC space which is their Holy Grail of copper interconnects!!!!

Patience Grasshopper
IN my opinion only my post
Bullboard Posts