Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Ciena opens the AI chip set — a major shift in the competitive landscape — Needham (23.74)Needham notes Ciena is opening its WaveLogic Ai DSP chipset to third party vendors in a move to open its architecture and compete with other third-party chip sets. They think this is a brilliant move by Ciena and they consider it to be a game-changing event in the optical space. In a stroke Ciena has made its platforms more open and while adding additional opportunities for high-margin revenues. The initial partners for this strategic initiative are Oclaro (<strong>OCLR</strong>), Lumentum (<strong>LITE</strong>) and NeoPhotonics (<strong>NPTN</strong>). They are surprised that Finisar (<strong>FNSR</strong>) was not included and suspect that it could likely be a partner down the line; $30 tgt.</td> </tr></table>"