TB: If they would just sell OI to Sanan after ordering them from DL or SilTerra, then they would be fabless.  

So not to confuse people by inaccurate facts.

DL does not have access to the OI. They are not a big enough player (yet) to even supply the demands for active optical die required to ramp production of Datacom optical engines. Sanan in that part of  the world is.

I will leave it at that.  I am no longer taking the bait.

If you can’t see this as a major development and a large progression towards supplying very high demands then I would suggest you stay off the singletrack.