Yes, I am early. However, the products all come out between end of this month and before year end, not next year.  The company has alluded to the fact that there is a lot of pent up demand (IMO this is due to the fact that CapEx budgets have been tight for many different reasons including mergers or because CapEx was directed at different segments of the biz).

I believe that to be the case, I do not think it is fluff or excuses on the part of management.  I am assuming that sales of these products will happen soon after release, it will not be a torrent of orders, but should accelerate into 2018.

BTW, these releases will refresh the entire product portfolio (Data Center, Metro, Long Haul and Subsea).  The new PIC modules will make them stand up among its competitors, IMO.