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In search of sustainable profitability for optical component vendors
Ovum, Sep 2010, Pages: 16
Like video game players who must conquer successively fiercer opponents at each level, optical component (OC) vendors have fought to the brink of profitability only to face an even harder challenge. Many costs have already been trimmed; R&D spending relative to revenue was cut almost in half from 2005 to 2009. Further progress towards profitability will require a new strategy. The need is urgent, as the telecom network’s growth is demanding investment in new technologies for 100G and beyond.
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