From that same article;

Bold is mine.

"We remain bullish on the company's announcement of a third Web 2.0 customer win," Jensen wrote. "The initial order from this new customer totals more than 10,000 transceivers over the next few quarters. We believe the initial revenue contribution over this time frame is $5 million, but we believe this win represents a compelling long-term revenue opportunity."

Full article;

http://www.investors.com/news/technology/applied-optoelectronics-hikes-guidance-stock-jumps/?yptr=yahoo