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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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Blog 1540131324 235

Ciena: ZTE Will Be Pursuing Retribution

fibeReality’s latest intelligence indicates that Ciena took advantage of the ban earlier this year against ZTE, allowing the former to take a significant amount of market share away from the latter in emerging markets, including …
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Blog 1540039351 234

Google: Objectives and Undesirable Results

In the past, fibeReality has addressed the matter that Google/Alphabet’s publicly stated objectives in getting into new businesses, including in the optical realm, need to be viewed as part of its overriding goal of getting …
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Blog 1539624020 233

Verizon Wireless: 5G Home Subterfuge

In some ways, Verizon has a worse credibility situation in the short term with its current emphasis on residential applications for 5G, than what happened with FiOS last decade. At least with the latter, it …
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Blog 1539374027 232

Apple Story of Shot Across Lumentum Bow

fibeReality understands that a partial reason for the Street hitting Lumentum so hard several days ago was a note from CLSA that Apple is designing its own VCSEL array with the intention of using a …
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Blog 1539115785 231

Intel Renews Hyperscale Optic Machination

According to fibeReality’s newest intelligence, we have never been more persuaded that Intel is selling optical components to hyperscale data center operators below cost, while the vendor has very little confidence it can achieve profitability, …
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Blog 1538913392 230

NeoPhotonics: A Rationale for a Resurgence

Ever since the last optical boom in China, it has been easy to be critical about NeoPhotonics concerning limitations for growth in its traditional space with much of it based on a disproportionate amount of …
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Blog 1537978673 229

Infinera/Coriant: On Capping Installed Base

We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of course, there would be even more of an imperative, if …
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Blog 1537827797 228

Corning and Multimode: Fujikura Linkage

fibeReality has lately been discussing a lot about the collapsed ecosystem in the active optical equipment space, as well as the growing market for MultiMode Fiber (MMF) in the large data centers of the hyperscale …
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Blog 1537739020 227

400G: Impulse to View Rate in a Vacuum

At ECOC this week, the aspect that will almost assuredly not come across is that large optical component firms have to be asking themselves whether major development efforts on high-end optical components, especially on the …
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Blog 1537563909 225

CFP2-ACO Modules: Lingering Cash Cow

In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the closing of the purchase by Lumentum. In this piece, we …
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Blog 1537470349 224

Oclaro: Waiting for the Other Shoe to Drop

With Oclaro in a waiting game, as China must provide antitrust regulatory approval for Lumentum’s acquisition, and although fibeReality senses that that some people at the former have moved from disappointment to at least acceptance, …
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Blog 1537308585 223

Inphi Could Not Resist Hyperscale Vortex

fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction of the optical ecosystem. Although ADVA’s CEO had reservations about …
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Blog 1537201103 222

Nokia Networks is a Wireless Firm — Period

While Nokia continues to sell optics solutions, and fibeReality even sees the possibility for a significant upside for it in the space in the short term, its legacy, its heart, and most importantly, its top-level …
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Blog 1536710458 221

Cisco Systems’ Optics Pastime

It all began for Cisco Systems last century during the bubble with its purchase of Cerent for a whopping amount of money, as it was a startup merely providing a basic SONET transport system. Although …
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Blog 1536426809 220

Finisar Could be Telegraphing 5G Fronthaul Gear

fibeReality is aware of some speculation that Finisar’s CEO, Michael Hurlston, was supposedly brought in to build up the 3D-sensing business in order to sell it to his former company, Broadcom. Yet, with our expectation …
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Blog 1536357880 219

AOCs: Unappealing Choice Up to 30 Meters

Assuming Microsoft goes ahead with a proposed project of a flattened switch architecture in its data centers, the use of Active Optical Cables (AOCs) for the 0-to-30-meter lengths would undoubtedly remain under consideration, even though …
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Blog 1536155166 218

Inphi’s COLORZ: New Buyer Constrictions

Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the only customer so far. In fibeReality’s opinion, the lack of …
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Blog 1536083385 217

Microsoft’s Flatter Data Center Difficulty

Despite the greater efficiency of the newer networks of the hyperscalers, as their infrastructure continues to grow in size, they will gradually start grappling with similar problems (although not necessarily even close to the same …
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Blog 1535915389 216

Ciena/Packet Design: First-Rate Acquisition

While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move. In contrast, Infinera, which at quite a late date, ostensibly …
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Blog 1535639434 215

COBO’s Scheme: Odd Life/Demise Likely

fibeReality expressed our point of view that if COBO ever happens, it would be in the form of Co-Packaged Optics (CPO). In our opinion, it is also instructive to closely examine both COBO’s historic relevance …
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