We're seeing a significant increase in shipments of optical-type products, but at the same time the optical-component companies seem to be flat or negative as far as profitability goes.
Steve Rago
products time negative
They're transporting bandwidth in an Ethernet frame over a lambda, over a wavelength, and then dropping that wavelength at different video distribution points. The ability to transport video over lambda is rejuvenating the optical market.
ability market
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