LATEST BLOG
II-VI/Finisar: Security Over Specialization
fibeReality has decided to add to its initial thesis
3DS VCSEL Race to the Bottom/Potpourri
Even as engineering capital and talent are being pulled out of the traditional optical transceiver space (once more, it is difficult to blame these...
Lumentum: Six-Inch VCSEL Retrospective
In view of fibeReality’s latest analyses which demonstrate the essential role that VCSEL wafers are planned to play in future product designs of all...
Suggested Texas VCSEL Strategy for II-VI
fibeReality has recently expressed its point of view that the II-VI-Finisar merger only really seems to makes sense in the context of Apple’s understandable...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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Harmeet Singh, Senior Vice President, Tejas Networks"A refreshingly frank assessment of the optical industry"
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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"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."
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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