RE:This Maxim Integrated chip seems to compete tradersam99 wrote:
directly with S7's data center chip. So either the CEO's statement regarding no direct competition is false, or S7 has something about their designs that differentiates them in some way. https://www.maximintegrated.com/en/app-notes/index.mvp/id/4138
Question:
What was the scope of the "no competition" claim? Is it just the video segment? Because, that's what SEV's patents cover. It is not a credibly true statement for data cables in general. Even at best, it's transiently true. If we don't have competition now in the data space, we'd certainly have it by Q2/Q3 2017.