Added myself all I could on its way down. The whole III-V semiconductor industry is poised for a nice recovery, and Emcore do not only has what it takes, but also the means for the upcoming III-V turn-around. The Si chip (unles the Si-based photonic chips come around soon) despite the talks of going on vertical Si chip integration (as surface integration has approached its physical limits) can't add to much to the ever increasing need for much higher speed. Instead, GaAs-based chips could do the job (as a medium-term solution - until the photonic chips come to maturity, that is).
Mike
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