holk posted the following link at the german forum: https://seekingalpha.com/article/4119022-applied-optoelectronics-thoughts-competition-q4-staying-long?li_source=LI&li_medium=liftigniter-widget
The article is about Applied Optoelectronics, but combined with reading the comments it gives a good overview what's going on in the 100G market - at least as far as I, as a non native english speaker, understand the text. Probably you guys will understand more than I do.