Battling False Narratives on 5G

Battling False Narratives on 5G

fibeReality has close to 5,000 followers on LinkedIn. It may be difficult to find other research firm...

Verizon 5G: Existential Business Case

Verizon 5G: Existential Business Case

The priority of Verizon Wireless' 5G strategy has never been based on the false, industry-wide narrative of...

Ciena’s Clash with Cannibalization at Webscale Operators: A New Report

Ciena’s Clash with Cannibalization at Webscale Operators: A New Report

Ciena is at an important inflection point involving its future strategy. Its biggest, near-term struggle...

Inphi: Ongoing Obsession with COLORZ Brand

Inphi: Ongoing Obsession with COLORZ Brand

In quasi-opposition to fibeReality’s sentiments regarding Inphi’s exceedingly defensive posture on...

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.


"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

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Francois Menard, CTO, AEPONYX

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

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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

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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

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Bedwyr Humphreys, Chief Development Officer, Seren Photonics

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

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Aner Ravon, Co-Founder, Zirra

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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

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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

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Tom Morphis, Principal, Sales Pulse Research

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Ran Ding, Director of Photonic Design, Elenion Technologies

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Andy Forsyth, Strategic Enterprise Account Executive, Comcast Business

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Paul Joseph, Sales Director, Smartoptics

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Fahad Najam, Equity Research Analyst, Cowen and Company

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Joseph Cardinal, Account Executive, Ciena

"Trenchant and thoughtful commentary"

Scott Jordan, Head, Photonics Market Segment, PI USA

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