RE:Credo Semi
Well, this is good news for two three reasons:
1) It shows there is significant demand/intererest in using the new, advanced copper solutions rather than just optical. A $100 Million funding round clearly indicates a market many times that amount on the horizon.
2) It will ppromote competition in the psace, which is good for everyone involved (And, yes, competition is a good thing, for those who think not. It expands the market out much farther than one company could achieve on their own).
3) According to the Molex brochure on the ACC/Active Copper from Spectra7, ACC is far superior to the type of architecture Credo is using.
We will soon hear what is right now happening with the Ocean Tomo deal, and the all will see that Spectra7 is well-included in the beginning of the tornado that is now forming in this new space.