中文翻译
@vas_203 呃，鉴于其激光资产极具吸引力，我不希望 $SIVE 被收购。因为我看到它有潜力成为下一个 $LITE。 老实说，剥离出光引擎(OE)解决方案、完整的光收发器业务，或者类似从一家陷入困境的私营初创公司中分拆出来的业务，可能会很有趣。 我猜测这会在未来几个季度纳斯达克上市之后发生。我认为CEO知道该怎么做，所以我只是一路跟随。
· 个股论点
看好SIVE激光资产潜力，预期其分拆光模块业务并上市。
相关概念： Pluggable 可插拔光模块
英文原文
@vas_203 Uhh I don’t want $SIVE to be acquired given how attractive their laser assets are. Since I see potential for them end up as the next $LITE. Honestly carving out OE solutions complete optical transceiver business or something similar that’s distressed from a private startup might be interesting. My guess is it comes after Nasdaq listing within next few quarters or so. I think the CEO knows what to do, so I’m just tagging along for the ride.