Alas, Steve, while I sympathize with your feeling isolated as it relates to what appears to be a running monologue regarding txpo, rest assured, you are well read (by me), but not so well understood (by me) that any meaningful response may be offered (by me).
My very layman's take: Tellabs is experiencing demand for a product in which txpo specializes. Tellabs needs to improve its margins. The product could be outsourced to txpo at a cheaper price than Tellabs can produce on its own.
I very much appreciate your adding so much muscle and tissue over that bare-boned skeleton I've outlined above.
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