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ADVA Should Look at Buying Xtera

September, 2015

ADVA Optical Networking’s CEO mentioned that it “is considering a ‘larger deal [than the Time4 Systems purchase] more in the mid-term’ that could give it access to a new group of customers,” according to a recent article in Light Reading. Xtera Communications, which we suspect would love to find a graceful exit opportunity, and so it would presumably be amenable to a price quite attractive to ADVA, somewhat fits the bill, even if it is not necessarily "small enough to absorb into...its operations in a pretty seamless manner." Xtera is a pure long haul/regional play both on the submarine and terrestrial sides of the network, offering technology truly unique in the industry. Actually, it is that very last aspect that could be the most interesting to ADVA. More important than any products the supplier will introduce as a result of the Oscilloquartz acquisition, taking over such a major play ...

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Xtera’s New CFO May be Its Only Hope

November, 2016

Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements, there were initial glitches in those new rules, and deals were being held up – he apparently became a scapegoat. Along with the CTO, he was an important check against the Nortel coup. Now Chinnici has taken on the major challenge of turning around Xtera Communications, which will hardly be an easy task. If the very competent executive is successful, it would be one of the most remarkable accomplishments in the history of the optical space. Toward the end of last year, we wrote an article called, “Xtera IPO an Act of Desperation?” While it could still be debated whether the vendor was in a frantic state to exit, it certainly was very anxious to have another round of funding. Given that it had been around for so lon ...

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100G Will Remain Dominant for Decades

March, 2017

The understatement of the first half century involving optics may have come from a Ciena executive at the Deutsche Bank Technology Conference in September 2016: “[W]e think 100-gigabit is probably going to be the currency for some time still. That is a lot of capacity. I think we all get desensitized to it because everybody talks about 100-gigabit.” Over 20 years ago, this writer predicted the following when he was president of Trans-Formation: “Given the limitations on today`s technology, it is likely that the maximum capacity on a commercially available time-division multiplexer will remain at 10 Gbits/sec for at least 10 to 15 years.” While that range turned out to be true, the most revealing occurrence was that in 2014, about 90% of the transport capacity was still at 10G. In addition, the large Web 2.0 operators, which are today either moving or in the process of migrating to 100G, ...

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Multicore Fiber: Just a Cool Design for Now

August, 2018

Research on MultiCore Fiber (MCF) was first conducted almost four decades ago. It is definitely a real and a cool technology, and a user could eventually purchase greater capacity and density, including more optical communication gigabits per second per square millimeter than with current solutions. Still, despite continuing development work on the concept, especially in recent years, there are enduring challenges over both cost and practical use. On the first matter, the expense would be much higher than a single fiber in that a common configuration is with seven singlemode cores, and so, it is hardly like dividing by n, and it could even be the equivalent of as many as five fibers. On the second consideration, there has to be more of a compelling demonstration of fan-in/fan-out devices. Today the entire infrastructure is set up for 125-micron OD fiber with a single core. Now one would ...

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Infinera/Coriant: On Capping Installed Base

September, 2018

We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of course, there would be even more of an imperative, if the service providers hit the wrong kind of lottery jackpot, and have gear from both vendors prevalent in their infrastructure. Our first reaction would be to advise them to strongly consider just filling out the remaining capacity of the existing equipment, and move on to another vendor for growth with new systems. However, the reality is that network planners at a high level still have to at least go through the motions of determining the strategic direction of the “new” Infinera because their jobs could be on the line. Yet, while intensive intelligence gathering, from a consulting firm, such as by fibeReality, chiefly concentrating on feedback from customers in the same ...

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