Infinera would be better off allowing Transmode Systems to operate as an independent division than to integrate it much into its own corporation. Despite all of the assertions to the contrary, their cultures could not…
“The FCC’s chairman “said that he doesn’t see a role for the FCC in reviewing Verizon’s…recent proposed acquisition of AOL….’ I don’t think AOL has any [FCC-issued] licenses, so it would not trigger anything in…
With the acquisitions of Emulex and Broadcom, Avago Technologies is clearly shifting more of its focus from the less appealing optical components space to the very attractive storage business. Not only does the market size…
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…
A few years ago, Nokia decided to unload NSN’s optical networks division to focus more on the wireless sector. Now, with the proposed acquisition of Alcatel-Lucent, it will be entering the fiber optic business once…
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…
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…
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…
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,…
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…
Although one of the most thought-provoking panels at OFC 2015 will be on the monetization of optical networks, which will include seasoned experts who are vigorously involved in building new revenue models, it is not…
At the OFC 2015 conference, one of the most highly respected network engineers in the business from Xtera Communications will be legitimately asking the question on a panel, “What on Earth is a ‘100G Metro…
As we will demonstrate on an OFC 2015 panel, the data center VCSEL market will remain healthy for an extremely long time, especially in terms of steady revenues. The most shocking change is based on…
Given that the lion’s share of the discussion in telecom forums is about vaporware, it is not surprising that a lot people in the industry would probably be amazed to hear that R&D spending on…
After the extraordinary action of not making its document on applying Title II rules to the Internet before its formal meeting on the matter, resembling the behavior of a repressive regime, the FCC has voted…
At the OFC 2015 show next month, the Rump Session is entitled, “Is it ‘Game Over’ for Hardware?” The discussion will be about “[s]ome industry trends like SDN appear[ing] to make optics hardware engineering and innovation…
The logical presumption associated with the madness of the FCC’s planned takeover of the Internet will be that service providers should be expected to cut back on fiber optic network investment to an absolute minimum,…
Going back to 9/11, there began the realization that an attack on data center infrastructure would make a large corporation the most vulnerable – even more than the loss of the leadership. Simply put, it…
In addition to the development of longer-distance and higher-speed VCSELs, there is a possibility that in the long term, polymer waveguide material embedded in electronics could also help to extend the life of multimode fiber…
Before the closing of its deal for Emcore’s narrow linewidth tunable laser product line this month, it had been difficult to find any criticism given that Neophotonics bought Santur several years ago. Apparently, there had…
A couple of financial analysts have been touting Ciena as the expected big winner for a future contract for a large 100G metro project at Verizon. While there can be little doubt that the vendor…
There tends to be a lack of a full understanding of the intention behind the bulk, if not all of Google’s investments in new solutions. At the end of the day, they are each about…
If Finisar purchases JDSU’s CCOP division, would a systems integrator be interested in buying the combination? Unquestionably, there have been rumors in the past that Cisco Systems would buy Finisar, which with CCOP, would make…
Simply by a process of elimination, it is difficult to foresee any other player besides Finisar being interested in purchasing JDSU’s planned spinoff of its optical components portfolio, Communications and Commercial Optical Products (CCOP). Such…
What is really happening in the greening of the data center? We are not seeing orders of magnitude reduction of power consumption. We are not seeing the use of cleaner power plants. Evidently, engineers and other…
