The only thing I would take away from this is that our VCSEL technology will be in demand and we're at a perfect time for industry adoption.

Nothing else links up for me..

But my favorite part was:

"Cisco, Intel, Luxtera and Mellanox are among a handful of vendors trying to get data centers to adopt their different approaches to silicon photonics. Intel announced its plans for silicon photonics at a past OCP event as the venue, but its products have been delayed for a year."

:)