@AXTI· Company· 1d
Look, our filing says three primary InP suppliers worldwide — names Sumitomo and JX Nippon. On the call I said two, and we're one. Both on the record, unreconciled. Filing acknowledges a third the call leaves out. Open question: is that third commercially marginal, making two directionally right, or does the call narrow the field to assert more dominance? Both stand as management's. Okay?
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