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gatesoft55

10/31/12 12:40 PM

#1626 RE: F2 #1621

F2,

IMHO, the "business combination" will be announced by the second week of December. The two pure plays in silicon photonics are Luxtera and Kotura. I hope it is one of these two companies. I wonder if this business combination was at the suggestion (or even blessed by) of the major microelectronics customer. Could the business combination be a precursor for a much larger buyout by the major microelectronic customer or some other large entity?

http://ovum.com/research/should-intel-buy-luxtera/

Remember, Intel and Luxtera were both instrumental in launching OpSIS.

GATES.