I think there's still some life left in these second-tier optical networking sector. And by (saying) second tier I'm not being disparaging. They don't have breakthrough technology; they're just good production people.
It's not going to set the world on fire, but it's going to be a good deal.
If you're a good deal you're going to get done. If you're not a good, strong, solid deal, there's no hope for you.