LT777

CIENA and Bookham: A Good Match?

I'll clearly admit I don't know the slightest thing about how this business works...but can you explain why "The last thing an equipment company wants is an optical company."?

If Ciena, which makes network infrastructure hardware (among other things), and optical/wireless/wifi/... is the next wave, why wouldn't they want to buy a (cheap) company in this space?