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Technology Stocks : ASML Holding NV
ASML 173.36+0.7%Dec 13 5:20 PM ESTNews

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From: BeenRetired12/7/2017 12:45:15 PM
   of 5040
 
CIEN CC: “seeing the exact same rapid uptake in the AI, which is 400G”.....................................




Tech only speeds up from here.

EUV bonanza.

ASML.









George Notter

Hey guys. Thanks very much. I guess I was just curious about the initial feedback you're getting from customers on WaveLogic AI, I guess both on the WaveServer side and then also on the 6500 and can you confirm that you did ship WaveLogic AI and the 5500 and October?

Gary Smith

So, it started at the end of this. So, the answer is yes, we did ship it in October. I think that the way away you can kind of get your arms around it in some sense as we do track roughly how long it takes us to ship a certain number of modules right and every time we've increased data rate, the time to ship has decreased right.

So, when we shipped 40, one went to 100, it shipped same number in half the time roughly. When you go to 200, a similar thing happened and we're seeing the exact same rapid uptake in the AI, which is 400 Gig.

So, the acceptance into the market has been wonderful. It's coming from the same place as you would expect. It's the folks who need maximum capacity on fibers. It's the ones who can move very quickly in terms of bringing a new technology into the marketplace and such. But we're very happy with performance so far.
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