To demonstrate the dramatic transformation in the corporate management of Infinera, particularly with its metro business, a fuller summary of fibeReality’s articles is in order,…
Author: Mark Lutkowitz
Linear Drive Optics Modules: Marketing Tactics in Conflict
At OFC 2023, the real buzz should have been about the mounting public support by vendors of the form factor, OSFP-XD, which will ultimately lead…
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 months or…
400ZR+ and Arbitrarily Locked-In Narrative
Despite the unequivocal remarks on not currently planning to use 400ZR+ or necessarily for that matter, even higher capacity, inter-data center ZR modules by Ashish…
Broadcom on CPO/NPO: Countervailing Theories
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. Since that…
II-VI vs Lumentum: 3D Sensing Challenge
Several days ago, fibeReality wrote an article referring to intelligence we acquired around the middle of last month and we stated Lumentum Holdings “has maintained…
Lumentum/NeoPhotonics: Revenue Pressures
The implications for the inability of Lumentum to acquire Coherent, despite the financial benefits in failing to do so, have become increasingly profound for the…
Quantum Productization Quackery and Exceptions
Experimental work on the quantum effect in photonics goes back to 1976 at AT&T-Bell Labs which resulted in the formation of a set of photodiodes.…
Broadcom’s Big Bluff on CPO
Broadcom has appeared solidly behind its public engagement with co-packaged optics, developing switches with optical I/O. In fact, the supplier seems to be pulling out…
Our Optical Realizations in Bordeaux
It was so much fun to speak in person at ECOC 2021 and directly make eye contract with individuals in a live audience rather than…