News I Expect Within the Next Week-to-ten-days - VR Sales: Soft, with a future outlook of good to much better than recent.
- Anything to do with China as of late: Soft. Future outlook uncertain
- US Data Center Sales: Good Start, but not high volumes, yet. A Gross Margin above 59% would indicate data center sales have begun in earnest. Future Outlook, Very Good.
Sony PSVR 2 will not come until early 2021, so that is a bit far off, but 100G and 200G Data Center sales will contribute significantly, with 400G coming on in latter half of year, and strong into 2021.