I'm in the Cisco camp due to ITTRs brilliant posting of the denselight employee stating he was working on projects for Cisco, Bosch and (was Nokia the 3rd?)

Also of note, is the reference to an Acacia patent also listed under Denselights presentation during the epic 24hr online conference (I believe it's in the photos section) Acacia being under Cisco's control.

Thirdly, Don Listwin was a Cisco VP and almost became their CEO. I'm sure he still has an influence there and is well connected. I guess that's a lot of arrows pointing to Cisco who is pouring a lot of money to have Photonics be a big driver of their future recurring income streams.

IMHO

SP