Good questions Jamok.

INTC is in competition with component makers like OCLR, FNSR, LITE (former JDSU), ACIA (a module maker that also has PIC technology). 

Acacia is a company that is producing PIC (Photonics in Chip) just like INFN does, however, they do not build equipment around their technology, they sell their module to the likes of CSCO, JNPR, NOK etc.  Their technology is also behind INFN, if my knwodlege of the company is correct.  Their modules support up to 100GBps while INFN already has a 1.5 TBps module that will be incorporated in the Infinity Engine sometime in the near (?) future.