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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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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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blog 1486467644 38

Ciena Probably Overpaying for Cyan

A prima facie case can be made that the $400 million price tag on Cyan is out of line. In effect, Ciena should have problems justifying it is worth at almost half as much as …
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blog 1486467637 36

400GbE Spectacular Fantasy

At least in fantasy football, the actions are based on activities that genuinely exist in the present world. At a time when the telecom/datacom optical market is arguably as bad as ever, it is unseemly …
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