It would be useful Godotiscoming if you could provide some context around that article. I assume you have read it and maybe looked a little deeper into what it means so maybe you could provide your take on this. 

In other words are the layoffs associated with services which are a big part of Cisco’s bottom line or is it around hardware development? My quick take is that they are preserving their $11 billion cash position and lowering share buyback. 

We know that Cisco needs advance optical modules to support 400G and that those needs have affected the industry in general as 400G was pushed out because of the lack low cost optics.

This tends to create I think a greater demand for POET’s optical engine as the stakes get higher to the success of industry leaders.