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Anonymous
Nov 3, 2020

Hi - I am a big bull on IPHI but your PAM4 estimates are too high. IPHI only sells chips, not transceivers. ASP is closer to $100 than the $1000 you're using. That said, your port count estimates are too low at least for 2021.

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Dora's avatar

You can get some help from here. https://ip-fiber.com/

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