@MarkosAAIG I think we should take different approaches on how these players moats are. Given a tiny company with a niche market, where is the moat? They would be easily conquered by big players like $LITE or $COHR
@Mar364503 I disagree. EMIB-T has shown great cost benefit, if today yield is 90%, plus, now is the best time to place order to catch the boat. More importantly, it is a national security issue to keep the supply chain in the United States