Blog

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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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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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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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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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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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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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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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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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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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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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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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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Optical PAM-4 Restricted to 500 Meters?

Our company is always inclined to look towards historical precedent for guidance, and electronics have continually been leveraged throughout the years to bail out optics, such as with its imperfections including nonlinearities, as well as…
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Knocking of Silicon Photonics Now Mainstream

Who would be against the idea of applying Moore’s Law at some time in the future to optical chips in that it would revolutionize the entire cost structure of transporting signals over light? Nevertheless, only…
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Convoluted 20/80 Rule in Data Center Optics

Actually, it is probably a lot closer to a 90/10 relationship in which there is unbelievable amount of attention given to high-end optical development spurred on by a small number of mega-Data Center (DC) operators,…
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Integrated Photonics Clash

Please join us for our panel at OFC 2015 for a change of pace with fewer slides and with a focus on a lively discussion (and lots of audience participation), which will genuinely face the…
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