Infinera: Long Haul is slowing down, next ramp up is in 2017-2018
https://www.google.com/finance?q=NASDAQ%3AINFN&ei=EqOkV6iVOsOQmAGlsJ3ACA
Applied Optoelectronic: Metro is warming up, ramp up early 2017
https://www.google.com/finance?q=NASDAQ%3AAAOI&ei=DKOkV4D0A8nAmAHihLaIBA
The stocks have been reacting accordingly, although INFN was hit pretty bad.
All in all, POET is in the right place at the right time.
Would recomend to everyone to look at earnings reports for INFN, AAOI, OCLR, II-IV, CIEN.. for greater understanding.
Acacia is unique as it has a low float and was pumped to the tits, earning this month will reveal it's true worth.