RE:RE:jackthebear1, please check your messageswaterdirect wrote: Hey trader, I would appreciate any little tidbits uncovered. Thanks.
I have no secret tidbits...I was just trying to let a few know that this seeming delay is not endemic to Spectra7. The China tariffs slowed the Tencent deal a bit, and the U.S. hyperscale data centers are just now coming on line to begin their 400G conversion/expansion.
Investors frequently like to blame their own companies for any negative developments in the market, but sometimes it's just the market.
All of the many trade magazines point to 2020 as the 400G expansion year, with 2021 being the year where 400G become ubiquitous (literally a multi-billion-dollar interconnect market that Spectra7 will be able to address).
So, by that metric, we are just starting now, and we will only see higher and higher revenues from here, even with small fractions of the market...imagine if we nab 10% of the market!