Fairchij: I do not have the time to do a read of all the posts but I did listen to the Finisar CC last night and it is interesting. Their demand for 100g is greater than their capacity...they are maxed out.

Finisar customers who won't get their demand supplied will either have to wait or to look elsewhere. Singapore comes to mind.

Assuming lack of capacities is a global symptom of surging photonic demand and not just specific to Finisar, smaller companies will be in a very good position to also get a decent piece of the cake, let alone if they have outstanding products at reasonable prices.