RE:RE:RE:RE:88 design-ins...zero contracts.
Chucklehead, you are either not awars of your own industry dynamics, or you are being outright dishonest! I will explain why I say this...
You wrote:
"Go back to Q2 of 2019. They mention working capital is constraining them - "Revenue was lighter than expected as constrained working capital impacted product supply." This is before the pandemic! Two years ago! They still haven't solved this issue?"
You claim to work for Molex, yet your own words show that you are not awars of one major point: in 2019, the entire data center industry THOUGHT they would move to 400G, BUT IT DID'T HAPPEN!
They continued to use 25g and, in some case, 100G, but the 400G grand plan did not take shape yet.
Then the "pandemic" cold happened, and all of a sudden, EVERYONE decided we NEED 400G NOW!
But now we can't get the chips.
So, by using 2019 as an example to prove your point that Spectra7 can't sell ther chips is either a false argument or deception.
NOW orders ARE coming in for their chips (I KNOW this to be true). So either you are LYING, or you DO NOT KNOW.
It can only be one of the two.