RE:Here's the Link for Yesterday's PresentationOther noteable moments:
18:30 min mark - Power and 400g
and a concensus amongst the panel that 400g is the prominent spec - more so than 200g.
All good for Spectra7
The only thing I heard that was against ACC was that it would not entirely replace AOC. I get the sense its closer to 50% than Spectra7 project 90% of the DC accoridng to the panel experts. The panel did acknowledge that the cost of AOC was "much" higher from a capital requirement.