Lucent knows that in the longer term, it's going to continue to win business and it can offer customers almost any major service, ... This is a way for it to broaden its product line. One of the things [Excel does] is help traditional phone networks connect to the Internet backbone.

Corning wants to be a player in optical components space, ... Their biggest competitor is JDS.

I think a lot of people were looking for Nortel to make a big deal in the optical space, where they've been making a lot of acquisitions, ... They went a little bit off the beaten track to go into the Web hosting space.

As part of the evolutionary process, we will continue to see acquisitions to as a way to satisfy customer needs.

A number of companies do some form of seed development.