Blog

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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,…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

Juniper’s SiPh: Reductio ad Absurdum

Now Juniper Networks has joined Intel and Cisco Systems in offering 100G data communications transceivers (TXs), in which margins are awfully tough, if not unfeasible in many cases. What is next – Arista Networks being…
Read More

OFC 2019: Nine Additional Odds and Ends

Before getting to the subject of this article, I need to point out the most significant and outstanding event at OFC: Mitch Fields at the “Special Chair Session” on the “Role of Optics in Future…
Read More

Microsoft’s “Heat Check”

In basketball, when a player, who has been hot in a game in making several three-point shots in a row, which is within that person’s customary range, after, say, getting open by receiving the usual…
Read More

Lumentum Owns Basis of Oclaro Takedown

At OFC 2019, Lumentum Holdings finally acknowledged the principal rationale for purchasing Oclaro, by announcing the divestiture of the data communications transceiver (TX) product line of the latter (last September, it was certainly clear to…
Read More
1 2 3 4 5 6 9 10 11 12