Applied Optoelectronics Inc at Cowen Technology, Media & Telecom Conference Transcript
communications and networking equipment at Cowen. It's my pleasure to have with us today Applied Optoelectronics. Stefan Murry, who is Chief Financial Officer and CSO, Chief Strategy Officer. You were thinking after what's been on now for 20 years...
Neither are the same grade back here.
Questions & Answers
Exactly. Well, it used to be 6 foot 2. But no, it really is my pleasure. So Stefan, let me start off, it's been a journey. I remember you guys when you were 85%, 90% leveraged to data center into cloud, and now you've got a cable business that's become, I think it's fair to say, meaningful and is growing, and it looks like you have a good outlook. And I like you to start off by explaining how the model is changing before we
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