Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 154.52

-3.0%

Nov 7 9:30 AM EST

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To: da_spot who wrote (18709)	4/26/2024 5:13:42 PM
From: Kirk ©	4 Recommendations of 26440

I think Fiber is more important than copper. COHR said it was selling all the top-of-the-line 800GB transceivers it can make. You have to think that eventually autonomous driving will demand redundancy to not go dead with a spinner "looking for signal" icon in the middle of a traffic jam during a summer heat wave when fire smoke covers all the solar panels in CA.

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