LATEST BLOG
Viavi Still Overshadowing Lumentum
Despite the evident busting of the optical ecosystem, many of the analysts on the Street apparently continue to hold a special place in their hearts for Lumentum, mainly because of...
Fabrinet: Nuggets Search in Optics Mess
All of the previous, unusual amount of commotion going on in the telecom/datacom optical market has been further complicated with the ban on sales to ZTE. Yet, it cannot be ruled out that there may...
Calix: Long-Term Optical Powerhouse
During the first Market Watch panel at OFC 2018, MKM Partners’ Mike Genovese, one of a relatively few prominent investment analysts, who has real intimacy with the optical space, said that “he believes...
Finisar: Recourse in Hyperscale Space
During the Q&A session at the OIDA Executive Forum two years ago, this writer asked a Microsoft executive whether his company, was being too clever by half in making demands, such as open line systems, which could help lead to the destruction...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.
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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."
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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.”
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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."
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Bedwyr Humphreys, Chief Development Officer, Seren Photonics"You know Ciena better than it knows itself. Great perspective!"
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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."
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Paul Joseph, Sales Director, Smartoptics"As always, thought provoking posts!"
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Scott Jordan, Head, Photonics Market Segment, PI USA“A great article….”
George H. Wyatt, Jr., President & Chief Executive, Palmetto Engineering & Consulting