http://investor.pmcs.com/phoenix.zhtml?c=74533&p=irol-pr…
It provides good info. PMCS is more of a semi company than a network company. It’s products go into OEMS and system builders that make storage arrays or network switches and etc. It’s business is about 70% storage, 18% optical and 12% mobile. I have not listened to the SWKS webcast. But the two companies seem to be in two different business segments.
Additionally I don’t think PMCS posts any meaningful threat to INFN.
Just my 2c.
-M