Blog 1572119284 285

Lumentum: Cloistered Management Method

In the early 1980s, the concept of “Management By Walking/Wandering Around” or MBWA reached the height of its acceptance as an effective means of remaining bonded with lower-level managers as well as with other workers, …
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Blog 1572033515 284

Infinera’s XR Optics: “Fat & Happy” Front

At first blush, it seems illogical for Infinera, a supplier, which has been fighting for its survival, to be promoting a revolutionary change in the aggregation and access portions of the optical marketplace. However, fibeReality …
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Blog 1571774148 283

3DS VCSELs: Instantaneous Bubble Burst

fibeReality retraced the last three years of the six-inch 3D Sensing (3DS) VCSEL wafer marketplace as part of our preparation efforts in presenting at an EPIC conference last week. As a result of our latest …
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Blog 1569880550 282

Additional Upshots at Dublin Optics Show

As a complementary piece to our last article, “Throwing Down the Gauntlet at ECOC 2019,” we provide some other final thoughts on the conference, including the following 10 points: While switching, particularly the all-optical variety, …
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Blog 1569678418 281

Throwing Down the Gauntlet at ECOC 2019

On our second blog, it was mentioned that fibeReality tried to get formal confirmation on the coming death of COBO as well as challenged the usual rosy view of silicon photonics at the same workshop. …
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Blog 1567617456 280

Finisar: Agonizing Wait to Cultural Disaster

Some previous assumptions go out the window, and certain, subsequent actions make greater sense, with our current understanding that Finisar’s destiny was out of the hands of its founder, Jerry Rawls. He did not voluntarily …
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Blog 1567455532 279

COBO: Mismanaging One Person’s Power

At OFC 2019, this writer happened to be sitting next to an analyst, who is with what is officially considered, by certain people in the market, as an influential research firm. I told this individual …
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Blog 1567251606 278

Tibit: Last “Telecom Valley” Optic Hurrah

Over the years, nobody can deny that some of the most prominent “Petaluma Telecom Valley” entrepreneurs/engineers were courageous in taking on the huge, technological challenges, in the inherently hardest sector to generate meaningful and sustainable …
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Blog 1567188567 277

Lumentum: Early DCO Departure Projected

As fibeReality addressed in a recent article, “12 Aftershocks From Cisco-Acacia Quake,” one of the optical suppliers, which will experience the negative effects the longest, is Lumentum Holdings. The bottom line is that at least …
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Blog 1567094091 276

MACOM: Engineers’ vs Street’s Perception

fibeReality has discovered a definite gulf in opinion on the prospects for MACOM Technologies Solutions’ new CEO, Steve Daly (along with the other top-level executives), to turn the company around, between the engineering crowd, which …
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Blog 1566754984 275

12 Aftershocks From Cisco-Acacia Quake

At least a dozen marketplace reverberations of differing magnitude can be discovered from what was an indeed an earthquake of a deal announcement by Cisco Systems, in that worse than the irritating amount of perhaps, …
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Blog 1564449530 274

ADVA: Ottawa Connection and Endgame

To the best of our knowledge, fibeReality has been the sole source in the world to continue to report on the substantial laboratory, the Germany-based optical vendor, ADVA Optical Networking, has built in Ottawa, Ontario. …
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Blog 1564349571 273

Inphi: De Facto Merchant Coherent DSP Play

While the bulk of the analyst community in the optics space continues to engage in pandering on the Cisco Systems purchase of Acacia Communications, rather than doing the requisite amount of homework, they also miss …
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Blog 1563809321 271

Cisco/Acacia: Influence of Group Denial

Although Acacia Communications was at the optimal point to exit the DSP merchant space, the split second after the announcement of the Cisco Systems takeover, the Web 2.0 operators changed their view of the former …
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Blog 1562099895 270

400GbE Modules: Forecasting 2025 vs 2020

What exactly is a “real” client-side 400G device? We can certainly count on many marketing folks, and just about all research firms to define it as broadly as possible because for them, it is all …
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Blog 1561935929 269

MACOM: Volte-Face Analogous to Infinera

There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less, reached rock-bottom on their valuations, but on the comparable paths …
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Blog 1561566194 268

Crown Castle: Cornering Synergy Combos

Although still considered a REIT play by the investment community, Crown Castle made a bold change in its corporate strategy to become a full-service provider, distinguishing itself from other tower companies, especially by the sheer …
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Blog 1561313879 267

Rockley Headship Legacy: SiPh Hangover

Rockley Photonics’ founder and CEO, Andrew Rickman, could never seem to escape dealing with Silicon Photonics (SiPh) throughout his ventures over the years, paradoxically, representing a microcosm of the industry’s difficulties in working with the …
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Blog 1558731844 266

SDN: Prolongation of Past Panacea Parade

Although SDN proponents are most known for advocating separate Control (C) and Data (D) planes as an abstraction layer, and some have referred to it as a revolutionary, novel paradigm, this bifurcation concept actually goes …
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Blog 1558458231 265

Zayo Had Sought to “Move Cups Around”

In fibeReality’s opinion, a kind of “shell game” seems to be conspicuously occurring at times in the telecommunications market, without always the precisely nefarious connotations frequently associated with the term, including not only temporarily involving …
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Blog 1558266189 264

Ciena: The “Blue Planet” Metamorphosis

A few years ago, fibeReality wrote: “We believe that historically, [Ciena] has had a penchant for readily transitioning to the strategies and philosophies of executives, particularly brought on through acquisitions…” At least when it came …
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Blog 1557956414 263

Infinera: Plausibility for Cautious Optimism

After so many years of a stubborn, false narrative that its PICs provided a true-cost advantage, without acknowledging their technological drawbacks, including that their optimal play was always for point-to-point applications, as opposed to routes …
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Blog 1555959247 262

Google Fiber Won’t Ever Confess Motives

“It’s clear that Google Fiber’s presence in Louisville led other providers to step up and increase investment in Louisville, and that was good news for consumers everywhere,” Louisville Metro’s Grace Simrall said. Naturally, the impetus for …
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Blog 1555176967 261

Verizon’s 5G Fronthaul Fiber Sustainability

Proficient, long-time networking engineers and planners comprehend that designing architectures can be really tough, and they realize the main reason Verizon wants to do home-runs from the CO to the cell towers for 5G. A …
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