This just seems like an industry where the carriers spend oodles but no one really makes money selling to them. OCLR has sales but they lose money on them. FNSR and JDSU make some but not much considering, and OPLK has a tight cost structure. Ciena, GLW, etc. Too bad cartels are illegal. But for antitrust they could all just merge and then charge the carriers what it's worth. OCLR is just a hodgepodge of companies that were all going under and looks like they' may not make it themselves.