I would say we're a pure optical contract manufacturer: we make other companies' designs and have no products of our own. Management calls that a positive — customers don't want us competing with them. No monopoly position; our filing lists Benchmark, Celestica, InnoLight, Jabil, Sanmina, Venture as competitors, and some customers build in-house. We differentiate on relationships, capacity, execution, not scarce technology. Advanced optical packaging and precision manufacturing services.
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