INFN now appears to have mastered the PIC science, it can now bring future generations of PICs in half the time as it used to.  This is an enormous advantage, it used to be that the competition would bring new technology (using discrete components or less integrated ones) some 12 months prior to INFN having its equivalent PIC.

This will give INFN a high competitive advantage and also keep margins high, while being price competitive.  The fiasco of last year should be a much diminished possibility in the future.  It should also make it a very attractive take over candidate.