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Blog 1554848528 260

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 …
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Blog 1554044157 259

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 …
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Blog 1553878885 258

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 …
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Blog 1553364519 257

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 …
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Blog 1552424316 256

On Cisco’s Rationalization for Luxtera Buy

At the OFC 2019 Media/Analyst Luncheon – “Hot Topics in Data Center Optics: Emerging Standards/MSAs, Silicon Photonics, 400G and Beyond,” Bill Gartner, Vice President/GM Optical Systems and Optics Group, Cisco Systems, mentioned the idea of …
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Blog 1551480617 255

“Fireworks” at OFC SDN Controller Panel

Please be sure you hang around long enough next week at OFC 2019 to watch a unique, exciting debate during the panel of “How Centralized should Centralized SDN Control and Orchestration be?” There will be …
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Blog 1549050414 254

CenturyLink/Zayo: Verizon’s Forewarning

While Verizon’s first-mover position with 5G wireless in the US will offer many advantages, including a locality just simply wanting to avoid the negative aesthetics of having another operator in the same location, it also …
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Blog 1547316148 253

Ciena and Ericsson: The Virtualized Merger

The “Nortelization” process at Ciena started several years before the supplier actually bought Nortel Networks’ assets. Former Nortel executives slowly worked their way into the Ciena organizational woodwork, and it became kind of a soundless …
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Blog 1547232816 252

ADVA: Next Optics Dynamo in NA

The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of sizable players continuing to dwindle, appears to make the company …
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Blog 1547140560 251

Verizon Retains “Oath” of Fealty to Itself

The “Oath” division of the most inventive, incumbent ISP on the planet, including the design of a long-haul network, which is as “future-proof” as humanly possible, and standing by itself in its construction of the …
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Blog 1546815756 250

Arris + CommScope = Another M&A Decoy

An industry observer is expected to believe that CommScope, which was on the record at Investor Day, several months before the announcement of the merger with Arris Group, that it would only consider a relatively …
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Blog 1546548894 249

Muse CenturyLink-T-Mobile-Sprint Combo

Why would Sunit Patel, who has been the loyal enabler of Level 3, particularly with his expertise in debt refinancing, now part of CenturyLink, be in such a rush to leave his prestigious position, along …
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Blog 1546464587 248

Cisco/Luxtera: Loss Leader and Defensive Move

After the initial news report that Cisco Systems was working on an agreement to acquire Luxtera, most people in the industry, who had a least an adequate technological knowledge of Silicon Photonics (SiPh), and were …
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Blog 1542989191 247

II-VI/Finisar: Security Over Specialization

fibeReality has decided to add to its initial thesis on what compelled II-VI to buy Finisar. As our title suggests, there have been a large number of SOS signals sent out in the overall optics …
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Blog 1542662455 246

3DS VCSEL Race to the Bottom/Potpourri

Even as engineering capital and talent are being pulled out of the traditional optical transceiver space (once more, it is difficult to blame these vendors as the hyperscalers have massacred margins on lower data rates), …
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Blog 1542403140 245

Lumentum: Six-Inch VCSEL Retrospective

In view of fibeReality’s latest analyses which demonstrate the essential role that VCSEL wafers are planned to play in future product designs of all kinds at Apple, along with both of Finisar’s last two CEOs …
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Blog 1542312357 244

Suggested Texas VCSEL Strategy for II-VI

fibeReality has recently expressed its point of view that the II-VI-Finisar merger only really seems to makes sense in the context of Apple’s understandable concern over the 3D Sensing (3DS) manufacturing facility in Sherman, TX. …
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Blog 1542233734 243

Finisar Gives II-VI Design Arm to Apple

In fibeReality’s last blog piece we stated that Apple “had benefitted from its association with…technologists, [including those that have been part of Finisar’s 3DS (3D Sensing) division]…on design work of all kinds, well before the …
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Blog 1542133125 242

II-VI: Disentangling Finisar at Both Ends

While there was initially hope on the part of at least some executives at Finisar with the new corporate leadership, it left a lot to be desired, which as it turned out, went well beyond …
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Blog 1541548229 241

New Wrinkles Could Backup Optical M&A Rumor

fibeReality recently published the article, “ADVA/ECI Merger? Hasty Knee-Jerk Effect,” in which we presented the case about the drawbacks of such a combination. While all of the arguments should still be seriously considered, we just …
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Blog 1541452173 240

Apple: 3DS VCSEL Learning Curve Edge

While fibeReality continues to see downsides for the 3D-Sensing (3DS) VCSEL component suppliers, themselves, Apple’s two-year head-start over any other company in the world in developing its own IP with these solutions gets an inadequate …
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Blog 1541272094 239

ADVA/ECI Merger? Hasty Knee-Jerk Effect

If a press account this past August was true that an ADVA Optical Networking-Coriant merger could not have been worked out, it may have been initially perceived in the industry to have been unfortunate. The …
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Blog 1540650498 238

CommScope/Arris Combo: Sway of MSOs

Assuming the report of negotiations in Reuters is true, and if CommScope decides to purchase Arris International, despite dealing with some difficulties, it would likely result in a highly diversified juggernaut in combining powerful positions …
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Blog 1540482394 237

Nokia’s Unchanged Strategy to Exit Optics

Even prior to closing the deal, Nokia Networks’ purchase of Alcatel-Lucent surrounded the former contemplating divesting the submarine optics division of the latter. The major obstacle with Nokia appeared to always be that the government …
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Blog 1540219464 236

Debasement of Optical Market Research

In 1982, as a pre-law student at NYU, I walked into the office of employment leads at the university to see what jobs would be available over the summer. A consulting company downtown, called Northern …
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