No. of Recommendations: 0
What do you guys think?

Bookham + Avanex = Oclaro
Finisar dominant in transceiers
Opnext a strong player
JDSU still the leader

Nobody else has really come into this space over the last few years, are we looking at the 4 "big players" who will survive long term in this industry? As volumes come back will margins recover?
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