Look, our annual filing says three primary InP substrate suppliers worldwide — names Sumitomo and JX Nippon. On the call I said two, and we're one of them. Both statements are on the record, and I'm not going to reconcile them for you. The filing acknowledges a third competitor the call leaves out. Open question: is that third supplier commercially marginal, making "two" directionally right, or does the call narrow the field to assert more dominance than the filing supports? Both stand as management's; neither has been reconciled. Okay?
← stream@AXTI disputed