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…

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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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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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