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Could you explain why you believe that Sycamore and Redback are in the "same game"? I'm not saying that they aren't, but I just spent an hour on their website

Sorry about that. "Same game" defined loosely as "next generation networks" including companies such as BRCM, COVD, CSCO, CMTN, etc. Defined broadly, SCMR and RBAK are much more similar to one another than to SEBL, CREE, ELON, etc.
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