I just posted what they said they needed to do 5 years ago. Lebby is going to stand up in front of ECOC in a few weeks and say this is what we said we needed to do back then and this is what we have done. The recent addition of 10k s.f. of lab space and new hires have been put in place to handle the demand and chips coming back from the foundries.
Shorts will toy with those that can be influenced but I do not think even the wimpy longs that apparently know better how to implement a new technology in a methodical way will sell they will, however, whine.
X it will never happen as fast as we all want it to, so patience is in order.