II-VI Takeout of Broad Duopoly with Lumentum
While it could turn out to be a blessing in disguise for Lumentum Holdings down the road, II-VI’s actions over the last 18…
FIBER OPTICS CONSULTANTS
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Optical Industry
ABOUT FIBEREALITY
Our focus is on demand-based
business intelligence.
We relentlessly provide the most accurate, forthright, and
exclusive commentary on developments in the optical space.
CONSULTING
Our consulting services include the gathering of
exclusive information and data.
ABOUT FIBEREALITY
Our focus is on demand-based
business intelligence.
We relentlessly provide the most accurate, forthright, and exclusive commentary on developments in the optical space.
CONSULTING
Our consulting services include the gathering of exclusive information and data.
OUR IMPACT || FEATURED
EPIC World Photonics Technology Summit CTO 2020
Presentation recorded at the EPIC World Photonics Technology Summit, San Francisco – USA on Monday February 3 2020
Latest Blog
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Despite the unequivocal remarks on not currently planning to use 400ZR+ or necessarily for that matter, even higher capacity, inter-data center ZR modules…
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Last October, fibeReality wrote an article defending a proposition that Broadcom’s big expenditure push for co-packaged optics has been based on a bluff….
II-VI Takeout of Broad Duopoly with Lumentum
While it could turn out to be a blessing in disguise for Lumentum Holdings down…
400ZR+ and Arbitrarily Locked-In Narrative
Despite the unequivocal remarks on not currently planning to use 400ZR+ or necessarily for that…
Broadcom on CPO/NPO: Countervailing Theories
Last October, fibeReality wrote an article defending a proposition that Broadcom’s big expenditure push for…
II-VI vs Lumentum: 3D Sensing Challenge
Several days ago, fibeReality wrote an article referring to intelligence we acquired around the middle…
Lumentum/NeoPhotonics: Revenue Pressures
The implications for the inability of Lumentum to acquire Coherent, despite the financial benefits in…
Quantum Productization Quackery and Exceptions
Experimental work on the quantum effect in photonics goes back to 1976 at AT&T-Bell Labs…
Testimonials
This blog truly lives up to its name — the author delivers an insightful perspective on the reality of the fiber optics market.
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.
A refreshingly frank assessment of the optical industry.
As usual, you seem to be the only sane voice in all of the optical market.
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.
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.
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.
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!
I am referring many people to your website as a source of truth.
fibeReality is an important and reliable source for those watching optical telecom/datacom markets, and it makes right predictions, too.
fibeReality is the NPR of fiber optic consultants! Clear, concise and candid perspectives.
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.
The industry analysis provided by fibeReality is always incisive and well-researched, which creates confidence when integrating the data with long-term business plans.
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.
For decades, Mark has been a valuable source of independent thought for the optical community.
I found fibeReality’s reports to be a valuable tool in understanding the specific roles of the many companies that compete in this sector.
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.
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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fibeReality is an invaluable resource for market evaluation and insight, offering informed, detailed and unbiased analysis of the cutting edge technological trends that span the entire industry.
Great industry insight!
fibreReality: a superb mix of analysis and insight, blending both business and technology enabling us to stay informed ahead of the market.
Your commentary is always a wonderful mix of provocative and sober. I enjoy your perspective very much and, best of all, I always learn something from you. Please keep on keeping on with your ‘usual rants!’
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Insightful, candid, informative, knowledgeable –valued intelligence from fibeReality
I enjoy the way fiberReality makes their analysis
Mark can access and synthesize an amazing amount of information based on his broad industry network and deep market experience. fiberReality reports are always informed, insightful and thought provoking, more than often controversial, but never boring and always fun to read!
The optics world is a complex and very opinionated industry segment. Mark and the fibeReality team always drive a truly open, technical, and honest discussion with industry experts leading to disruptive thinking with a reality check
The go-to-blog for the latest optical industry trends; an always informative and reliable source
Thanks so much for these insights. Presently I do not know anyone in the entire industry who explains the technology game better than you do.
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A lot of your articles have been spot on, and they have given me insight on the industry that I wouldn’t have been able to get otherwise. Hope to read more from you.
Mark is a true industry expert when it comes to all things telecommunications. His insights and knowledge are the best we have seen. Our discussions with Mark have always been hugely productive and informative given his breadth of knowledge across industry trends and competitive dynamics.
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Mark’s analysis has helped me plenty! I have always been interested in his views as a base to compare my tendency to dream. If you want to know the bottom line on the industry today, Mark adds value in a big way. I believe these proven facts and data in concert with EPIC’s propensity to focus on “what if” scenarios resulted in a very valuable experience for everybody. I look forward to further great content from EPIC.
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Mark, thanks for your 5G photonics market presentation. This was much different from what I’ve seen before!
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It is rare that you come across a stand-out talent in realistic market analysis like Mark. The exhaustive work that he did for EPIC, scouting photonics opportunities in 5G, earns my highest recommendation
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“Your work is top notch really for me for one reason. You do not sugarcoat, and that is very refreshing in the media. Calling a spade a spade is something I live by myself.”
