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…
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…
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…
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…
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…
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…
“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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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),…
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…
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….
