Talk about speculation....remember the fairly recent discussion about whether or not Juthika is still affiliated with Infinera or not? Whether she is or she isnt, the acquisitions of DL and BB Photonics definitely channels into her areas of expertise.
Here is an interesting Blog post she wrote from a year ago when working for Infinera, where she designed and built InP photonic chips for metro and long haul communications.
https://light2015blog.org/2015/04/14/enlightened-moments/