回复@有意思鸭: 理解了这个key，就理解customer 为什么要地域性重构其AI团队了。//@有意思鸭:回复@有意思鸭:最重要的是这一段:
Number two; the key -- so you know, the rate is the key component -- key terminology [ph]. The 100G, 200G, the Vexcel [ph], the EML; and I think they are to make all in Houston. This also is very -- I think a key factor for the customer. I think for sure it is -- now, even called the key [indiscernible].
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