Oclaro Chairman and CEO Alain Couder and CFO Jerry Turin discussed the company's results of the company's fiscal second quarter 2012 with analysts January 26 after announcing it had exceeded guidance by $1 million (see "Oclaro weathers Thailand flooding in fiscal second quarter"). Here are some statements of interest I didn't have room to fit in my story:

1. Couder says that some of his customers had turned to his competitors to supply products he couldn't as a result of the flooding at Fabrinet's Chokchai facility in Thailand. (They promised to resume purchases from Oclaro when its production came back online, he added.) But Oclaro had also picked up some extra business due to its competitors' flooding problems. Plus and minus ended up a net neutral, Couder said.

2. Internally, Oclaro was using a narrow linewidth laser from a flood-affected source in its 40-Gbps coherent module. The experience has led the company to accelerate development of an internally produced replacement, according to Couder.

3. Oclaro's high-port-count wavelength-selective switch.

4. (WSS) is sampling. It combines a one-axis MEMS with liquid crystal technology.

5. The company is still hoping to sell its Shenzhen production facility. It is now talking to a second contract manufacturer as a potential purchaser.

6. While the 40G coherent module's popularity is growing (revenues tripled in the quarter), Couder said he hasn't seen a drop off in sales of 40G DPSK modules. He added that the company's 40G DQPSK module has never been a big seller.

7. Couder added that sales are picking up in China. The same can't be said for Europe. He added that it's too soon to make a call on what the North American market will look like in the near term.