Hi Zeev,
Regarding ORCT, they got an upgrade today from CE Unterberg Towbin who highlighted them as their "near-term top pick". I read the report and one thing that interested me (outside of speculation on further customers) was the fact that their current major customer, KDDI, just began their new fiscal year on 4/1. KDDI had indicated that they were holding off on new orders and deployment until their new fiscal year began, so it seems possible that they will now be giving ORCT some significant orders in the very near term. Something to consider as we move toward ORCT's earnings on 4/27. I expect some kind of positive pr on KDDI's orders before we get to the earnings date.