blog 1486467746 66

Finisar: De Facto Owner of VCSEL Space?

Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to report that the supplier was selling such bare die to…

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blog 1486467743 65

Will Cisco Systems Rule DCI Market?

When Cisco Systems recently published the specifications of its Network Convergence System 1002 (NCS 1002), it theoretically could be called a Data Center Interconnection (DCI) “killer,” but only for a few of the high-end content…

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blog 1486467740 64

Xtera IPO an Act of Desperation?

Apparently, Xtera Communications’ desire to exit the optical business can no longer be characterized at all as graceful, but as somewhat frantic. There had been speculation in the industry that the supplier had even backed…

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blog 1486467737 63

Infinera Needs Dose of Humility Such as With Metro

Despite its long-term survival being a question mark only a few years ago as principally a long-haul player, Infinera fancies itself as now being positioned to become one of the dominant end-to-end optical vendors. We…

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blog 1486467734 62

AT&T/DirecTV: Epitome of Bellhead Ploy

While the industry narrative continues to push the illogical idea that AT&T is leading the pack internationally as a transformational player, the operator has seemed to be more concerned in remaining a copper service juggernaut….

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blog 1486467731 61

Verizon’s Potential Colossal Blunder

If a recent Reuters’ article is correct at all about Verizon considering the sale of its enterprise business (which the operator has called “speculative” and “baseless”), we anticipate that by the service provider pulling the…

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blog 1486467729 60

Fujitsu as Metro 100G Barometer in US

The arrangement that US-based Fujitsu Network Communications (FNC) has with Fujitsu Limited is extremely unique in the optical industry given the extraordinary amount of independence provided by the latter to the former – especially unusual…

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blog 1486467726 59

More 400G Insanity at ECOC

At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within sight. There can be no doubt that in the foreseeable…

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blog 1486467722 58

Optical Line Interoperability Illusion

Although Microsoft and others have been discussing the notion of an Open Line System (OLS) to provide standardization with long-haul and metro equipment, there is little precedent for such grand notions ever coming close to…

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blog 1486467720 57

Finisar Should Play Hardball, Then Exit

Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to subsystems, along with designing every conceivable flavor demanded by the…

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blog 1486467717 56

ADTRAN Must Return to Original Strategy

Over the last three decades, there has not been a more respected telecommunications equipment vendor than ADTRAN. Historically, its success was mainly predicated on taking a step or two backward to find opportunities with mature…

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blog 1486467714 55

ADVA Should Look at Buying Xtera

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…

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blog 1486467711 54

Avago Optical Assets Sold, Pointed Out by FoxConn PR

A recent press release written in Chinese apparently demonstrates that Hon Hai Precision Industry’s Foxconn Interconnect Technology has purchased some of Avago Technologies’ optical product lines. Our current understanding is that Foxconn will take over…

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blog 1486467706 53

AT&T’s “Transformation” Begs Disbelief

In general, AT&T is a competent service provider with the most established brand in the industry, and thus, no manager needs to fear ever getting fired for selecting the company over other competitors. At the…

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blog 1486467703 52

Inphi a Threat to InnoLight or Kaiam?

Once again, we have a natural affinity for the proposition of taking advantage of electronics, such as higher order modulation, to better enable optics by squeezing more data onto a single wavelength. However, by the…

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blog 1486467700 51

Avago’s Spinoff of Optics in Short Term?

While for now, Avago Technologies will be preoccupied with the immense and time-consuming effort of its integration process with Broadcom, not too long afterwards, it would not be surprising if there would be a spin-off…

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blog 1486467683 49

Ciena’s Last Chance to Fulfill Its Destiny

Ciena beat the overwhelming odds as a startup in the 1990s to become the most dominant optical system vendor in the global telecom space. However, while it used to be the case that incumbency with…

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blog 1486467676 47

Mellanox’s Messaging Resonance Not Key to Success

Mellanox Technologies is a typical Israeli-based firm in the datacom/telecom space in that it excels at technology development, but not necessarily from a marketing/sales perspective. While the vendor has expanded internationally and has its second…

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blog 1486467673 46

IBM Dimming Silicon Photonics Hype Level

Although the hoopla over silicon photonics (SP) has not been as pronounced at IBM as at Intel, including consistent involvement by technologists at the highest corporate layer of the latter, the former was heavily promoting…

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blog 1486467669 45

BT Victim of Revisionist “All-IP” History

With neighboring service providers, Deutsche Telekom (DT) and Orange recently announcing aggressive schedules to migrate their networks completely to the Internet Protocol (IP), British Telecom has become the poster child of supposed laggards regarding moving…

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Blog 1486468923 43

Intel’s Credibility Problem with Optics?

While the hype machine on the latest and greatest technology always reigns supreme in the fiber optics market, Intel appeared to take Silicon Photonics (SP) to an unprecedented level for an extremely long period of…

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