I would like the technical savvy on the board to review this report.   It gives quite a bit of insight into the current state of the industry and from what I am reading, its not real positive for the optical industry, which I find very strange.  Apparently the OFC was a low energy non event.  Writer bias?  Focusing on this would be more valuable than 90% of recent postings here, by assisting in the evaluation of this investment. TIA.