1) whoops, 2) $OCLR
management deserves enormous credit for that turnaround, 3) the main thing driving the consolidation is sanity: common knowledge that it had to happen, and better to happen now when times are good, 4) since $NPTN
can't make money even in boom times they must be looking for an out, 5) $FNSR
is quirky and conservative and I'm not sure they want more optical communications, i.e. they may want to look more like $IIVI
, where comms is ~30% of sales.