Kelly Morgan, an analyst who tracks the space at 4
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Posted On: 10/20/2019 7:14:51 AM
Kelly Morgan, an analyst who tracks the space at 451 Research, said in a presentation during a recent conference that her team expected 2.5 million new equipment racks to be installed in both multi-tenant and cloud-provider data centers, representing (conservatively), about $75 billion in data center construction investment
https://www.datacenterknowledge.com/cloud/ana...ters-world
This means HUGE opportunities for LWLG revenues in 2020, first from Discrete modulators, then from PIC versions, 100Gbs will be the dominant volume node for several years still, the 400Gbs rollouts were delayed one year, LWLG is perfectly positioned now and then, they may not need ANY financing much longer!
Discrete modulators will still represent the lion's share over PIC's for the next couple of years before PIC's overtake them
Dr Lebby has told investors LWLG has been internally maintaining/updating Revenue forecasts for at least 6 months now, and investors know that LWLG has PROVEN its ability to produce very significant levels of "Chips per Quarter" comparable to other Component providers in the Industry currently, and would only need to outsource if Massive orders form the likes of Intel roll in!
https://www.datacenterknowledge.com/cloud/ana...ters-world
This means HUGE opportunities for LWLG revenues in 2020, first from Discrete modulators, then from PIC versions, 100Gbs will be the dominant volume node for several years still, the 400Gbs rollouts were delayed one year, LWLG is perfectly positioned now and then, they may not need ANY financing much longer!
Discrete modulators will still represent the lion's share over PIC's for the next couple of years before PIC's overtake them
Dr Lebby has told investors LWLG has been internally maintaining/updating Revenue forecasts for at least 6 months now, and investors know that LWLG has PROVEN its ability to produce very significant levels of "Chips per Quarter" comparable to other Component providers in the Industry currently, and would only need to outsource if Massive orders form the likes of Intel roll in!
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