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Monetizing Older Networks: An Overreach?

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…
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ROADMs Instead of Metro 100G Systems?

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…
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Surviving in a 10G World

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…
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Latest Title II Opened: Property Rights Raid

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…
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Optical Hardware Innovation Permanently

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…
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New Title II Will Choke Optical Investment

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,…
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Cyberattacks: Lower Bandwidth Growth Rates?

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…
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Another Savior of Data Center MM Fiber?

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…
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No Blowback from Neophotonics Pickup

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…
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Absurdity of Stressing Metro 100G Now

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…
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Google and Cars: Same Revenue Stream

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…
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Cisco: Buyer of Potential Finisar-JDSU Combo?

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…
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Finisar Buyout of JDSU’s CCOP Inevitable?

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…
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Data Centers Moving to “Sweat” Shops

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…
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New M&A Types of Players In Optics

In recent weeks, there has been a flurry of acquisition activity with three optical component companies being purchased by non-traditional kinds of acquirers, particularly players in the short distance, communications market including data centers. These…
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AT&T’s Neutrality Reply a Red Herring

While on the surface, it is commendable that a large player such as AT&T is taking on the US government on net neutrality, its response is totally self-serving. The carrier knows that it will make…
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Telecom Analytics With Bad Data?

On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along with a high level of ignorance about whether a large…
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Net Neutrality: Hurtful Government Whims

The notion of neutrality in general is a myth. Nations that claim to be neutral in inter-state conflicts are hardly impartial. If country A has a major advantage in its conflict with country B, the…
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Intel Behind $200M Photonics Competition?

The US government did not call it a “silicon photonics contest.” Perhaps the federal funding for this new Institute for Manufacturing Innovation (IMI) would permit Intel and others to gradually shift to more of a generic…
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A Kaiam Strategic Partner: Google?

Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think the other partner is Microsoft. In addition, we believe that…
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Videoconferencing: The Elusive Business Application

Although it was 50 years ago that AT&T introduced the Picturephone at the World’s Fair, the company is still striving to “encourage the adoption of videoconferencing” at major corporations today. There has just not been…
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