AAOI...Amazon data center growth http://www.datacenterknowledge.com/amazon/half-million-square-feet-amazon-data-center-space-under-construction-virginia If AAOI is the low cost leader in 100g (which they claim), then Amazon will be back. An interesting article from the CFO of AAOI. He says their biggest asset going forward is their state of the art manufacturing plant: http://www.barrons.com/articles/applied-opt-cfo-murry-defends-its-leadership-in-fiber-optics-1505158764