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Tellabs has been out of the market for some time - thanks in part to the idiots in Chicago and Texas.
Adtran(2), Occam(3) and Pannaway(4), Zhone(5) as well as Calix(1) of course have filled that gap nicely. Max IOC market is $200M so it is pretty much saturated
What is interesting in the S1 is they don't mention that several of the Calix products are "rebranded" Chinese products.