RE:RE:RE:RE:Q1 report
As far as the ramp up H2 last year, I've read several trade articles that specifically addressed that. It had nothing to do with Spectra7. Everyone in the industry believed that 400G was going to happen last year... Until it didn't. The plan then was to do it in 2020. Now, 2020 will see 200G and 2021 will be the 400G year.
Please don't ask me for links to the articles... There are many, and a Google search will lead you to them...