Thanks for the follow up Aggies. I have not have time to call Jim yet. I will ask him for a Point of Contact on the Compensation committee when I talk with him.
Referred to investor relations. First time I have not received a direct response. Will follow up with:
Darrow Associates, Inc.
Tel. & Fax: (408) 404-5400
Cash and cash equivalents at June 29, 2014 were $18.5 million with no debt.
--growing topline reventues without going in debt is awesome.
Brazil has committed to making their own back bone pipe ex us thx to n s a. This company will be a trusted internal supplier imho. Abi was working on this deal for over a year.
End of presentation.
Nice. Would have liked to hear more about the Panther Research project. Otherwise, Avi sounded good. Well animated voice. Easy to follow.
Going from CFP2 to CFP4 requires silicon photonics to meet form factor. If CFP4 is legitimate replacement of CFP2 then big market. Shipping for evalution by end of year.
Q: replacing copper with fiber.
A: Happening as we speak. Great opportunity for GIG. Significant market share already. Very sophisticated SiGe. All competitors aquired by vertical integrators. GIG is only supplier outside vertically integrated group.
Doubling revenue may take a few years.
20M cash in bank
Market cap doubled over past year.
Very high average shares traded per day. Now at 350k/day now ~75k/day a year ago...exceptionally high for microcap company.
Qs now: Revenue potential...from Krishna...elaborate on BrPhotonics.
Avi: Working with them past year or so. Hosting BrPhotonics at our booth. First CFP2 TOSA on display. Fruition of last year of work. Over next 3-6 months will work with customers to evaluate and bring into production or license package design and mfg.
CFP2 market in general sees as relatively stable replacement of CFP form factor. First time to have form factor that is so small that does not allow modulation by LiNiob modulators.
Eband pico cells and micro cells market just taking off. 100% CAGR expected for market. Gig entered in 2013
Structured ASIC market stable.
Slide 15 customers. Approved vendor list.
Slide 16 IP
Overall cash in $20M.
Aquired assets that took in over $500M prior to Gig aquisition.
Slide 10 has some nice but older image examples.
Slide 11 intra and inter data center and extended reach (up to 40km) fiber links.
We are today we believe the sole merchant provider of the devices that go into the cables.--this is good. Repeated a couple of times now.
Datacenters replacing copper with fiber.
By 2015 vast majority of data centers will optic.
Delivering to more than 20 AOC vendors.
ASICS. Customized. Stable. Getting more exciting.
OK end of slide 7.
Come on time for something new.
AOC suppliers. Fast growing. Sole merchant provider to AOC engines today (we believe).
Joint venture...Campinas...BrPhotonics...next gen SiPhotonics devices.
CPQD contributed their IP.
Resides on campus of CPQD.
Gigoptix will act as exclusive WW marketing for BrPhotonics.
Catalysts for growth.