LATEST BLOG

Lumentum: The Street’s Latest Sacred Cow

Lumentum: The Street’s Latest Sacred Cow

There was Infinera with the unflinching belief of the cost benefits of PICs (which in our opinion, was never proven), and

AOI: Lesson of Hyperscale Operators Trap

AOI: Lesson of Hyperscale Operators Trap

Although Applied Optoelectronics’ inevitable fall from grace was at least partially self-inflicted, the...

Finisar/Oclaro: Nearsighted Beyond 4x50G

Finisar/Oclaro: Nearsighted Beyond 4x50G

As with fibeReality, both Finisar and Oclaro have problems foreseeing 400GbE in any meaningful way in the anticipatable...

Ericsson/Calix: De Facto NG-PON2 Model

Ericsson/Calix: De Facto NG-PON2 Model

fibeReality fully expects Ericsson/Calix to be the primary beneficiary of NG-PON2 becoming the de facto standard for much of the world. We anticipate that the vendor combo will take the lead on both 5G...

Mission Statement

The purpose of fibeReality, an independent consulting and market intelligence firm, specializing in the telecom and data communications optical industry: to painstakingly and relentlessly provide the most accurate, forthright, and exclusive commentary on developments in the space; to fearlessly express the most objective views; to offer brutally honest advice to our customers; to never shill for any company or solution; and to abide by the highest ethical standards.

TESTIMONIALS

"As usual, you seem to be the only sane voice in all of the optical market."

Gary Weiner, CEO, Apriori Network Systems

"Many analysts are deliberately vague and hedge their bets. Much like the Oracle at Delphi, in retrospect they can interpret their predictions as prophetic. Mark, on the other hand, calls it as he sees it with clear and concise analysis."

Bardia Pezeshki, CEO, Kaiam

"This blog is an absolute must read for anyone in the optical business. It provides provocative and fresh perspectives that one cannot find with any other industry analyst. Not listening to Mark is like ignoring a moving train while standing on the railroad tracks."

Maxim Kuschnerov, Senior R&D Manager, Huawei Technologies

"I sincerely have not had as much pleasure reading about industry outcomes as since I have become an avid reader of fibeReality. Calling it like it is without remorse and without babysitting your mind."

Francois Menard, CTO, AEPONYX

"I follow your posts, I trust what you write and I consider your conclusions. All those that relate with my field of expertise are always well-educated and useful. Keep up the good work!"

Ioannis Tomkos, Fellow of OSA, Fellow of IET, ICT R&I Manager & Consultant

"I am referring many people to your website as a source of truth."

Yossi Wellingstein, CEO, Sedona Systems

“fibeReality is an important and reliable source for those watching optical telecom/datacom markets, and it makes right predictions, too.”

Valery Tolstikhin, President and CEO, INTENGENT

"This blog truly lives up to its name -- the author delivers an insightful perspective on the reality of the fiber optics market."

Vipul Bhatt, Sr. Director, Strategic Marketing, Finisar

"fibeReality is a trusted source for an unbiased view of the industry and in challenging the status quo, makes you rethink the fundamental beliefs of the optical industry."

Harmeet Singh, Senior Vice President, Tejas Networks

"A refreshingly frank assessment of the optical industry"

Steven Keck, Distinguished Engineer, Juniper Networks

"fibeReality is the NPR of fiber optic consultants! Clear, concise and candid perspectives."

Rajesh Chundury, Head of Technology, Fixed Access & Transport, AT&T Customer Unit at Ericsson

"fibeReality provides comprehensive, insightful and objective coverage of the optical industry’s leading topics and trends. I find its pull-no-punches approach very refreshing."

Ron Horan, VP Marketing, Luxtera

"The industry analysis provided by fibeReality is always incisive and well-researched, which creates confidence when integrating the data with long-term business plans."

Bedwyr Humphreys, Chief Development Officer, Seren Photonics

"You know Ciena better than it knows itself. Great perspective!"

John Celentano, Strategic Marketing & Sales Consultant, Skyline Marketing Group

"Thanks for the professional and very helpful work, and even more so for the attitude!"

Aner Ravon, Co-Founder, Zirra

"I have been following fiberReality for some time now and it always keeps me up to speed with what’s happening in the telecomm and datacomm optical space."

Atul Sharma, Sr. Management Strategist, Cosemi Technologies

“For decades, Mark has been a valuable source of independent thought for the optical community.”

Mark Yin, Co-founder, Platina Systems

"I found fibeReality's reports to be a valuable tool in understanding the specific roles of the many companies that compete in this sector."

Rick Neaton, President, Rivershore Capital Partners

"Mark's breadth and depth of knowledge of the optical communications market ensures his views on salient topics are worth paying attention to. Indeed I am an avid reader of the FibeReality blog and Mark's inputs have also proved very valuable."

Christian Rookes, VP Marketing, HiLight Semiconductor

"In addition to fibeReality’s extensive knowledge of the market and vendors, the practical insight that you offer provides real value. I appreciate your willingness to offer useful opinions based upon your experience and ongoing view of the market."

Tom Morphis, Principal, Sales Pulse Research

"I have been a big fan of your writing!"

Ran Ding, Director of Photonic Design, Elenion Technologies

"Great industry insight!"

Andy Forsyth, Strategic Enterprise Account Executive, Comcast Business

“fibreReality: a superb mix of analysis and insight, blending both business and technology enabling us to stay informed ahead of the market.”

Paul Joseph, Sales Director, Smartoptics

"As always, thought provoking posts!"

Fahad Najam, Equity Research Analyst, Cowen and Company

"Enjoy reading your articles."

Joseph Cardinal, Account Executive, Ciena

"Trenchant and thoughtful commentary"

Scott Jordan, Head, Photonics Market Segment, PI USA

“A great article….”

George H. Wyatt, Jr., President & Chief Executive, Palmetto Engineering & Consulting