Comment by
ACCMAN on Oct 29, 2020 9:34am
Production Ready status with Spectra7 enabled 400Gbps Active Copper Cables (ACCs) First customers and deployments for 400Gbps ACCs are expected in North America. Add this on to Tencent & Alibaba and 2021 looking like a BIG BREAKOUT! Yowza!
Comment by
ACCMAN on Oct 29, 2020 9:47am
Steve, "Production Ready" on 400Gbs ACC's, this is ahead of schedule based on Molex Sampling/Production Rollout Schedule slide https://investorshub.advfn.com/uimage/uploads/2019/12/16/quxzkShowMore_Screen_Recorder_16_12_2019_17_17_48_(2).png
Comment by
waterdirect on Oct 29, 2020 10:11am
Yet another fluff release
Comment by
SteveSchiets on Oct 29, 2020 10:12am
Don't think so. We are in production. You want sales numbers? Wait for it in the Q's. https://www.literature.molex.com/SQLImages/kelmscott/Molex/PDF_Images/987652-1864.PDF
Comment by
waterdirect on Oct 29, 2020 10:30am
I've been around a long time Steve. We know who the partners are. And I would hope after this long since "ramp up" statements were made for multiple 2H's...... the product would have already need production ready
Comment by
SteveSchiets on Oct 29, 2020 10:48am
Read the NR again. Its not Spectra7 that says they are moving into production. It's the molex guy that says it. Big difference, imo
Comment by
waterdirect on Oct 29, 2020 10:51am
I'm just commenting based on the market reaction.