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Infinera Apparently Won’t Neutralize XTM

After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense given any reasonable analysis of the economics. Without saying it…
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Acacia’s Narrow Option Down Food Chain

For a while, we have been addressing the matter of what Acacia Communications can do for an encore with its DSP business. Despite Acacia introducing new products, including its CFP2-ACO and -DCO solutions, as well…
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Huawei’s Public Cloud: Impact on Optics

As the slowdown in China continues, there is little hesitation for optical component vendors to blow up the potential for market opportunities, which will hardly be meaningful to their businesses in the short to medium…
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Ciena: Fast and Loose with Its Valuable IP

According to our Clash of Optical Component Vendors & Technologies in Data Center Networks report published several months ago: “Ciena, [like] Nokia, highly prizes its internal technology,” [especially as it relates to critical functionality, such…
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Will Xilinx Get Acquired?

Intel has owned Altera for almost a year and a half. Since that purchase, there has been continuous speculation that Xilinx, the other major FPGA player, would be next to get acquired. However, despite Altera…
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Lumentum and Oclaro: Back to the Future

Followers of our blog on LinkedIn, which received several updates each of the five days at OFC 2017, were able to read the rather profound comment by the Chief Commercial Officer of Oclaro at the…
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100G PSM4 Pricing at $2/Gig and Lower

At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable Interconnects in the Data Center (DC)?” One of the questions…
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Blog 1503771949 139

Finisar: 3D-Sensing Opportunity in Context

As we pointed out in a recent blog post, Finisar’s potential for diversifying its VCSEL business into the smart phone business should not be characterized as “tremendous.” While the impact will certainly be noticeable, there should…
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Higher Stakes with Web 2.0 Undersea Apps

One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks – What Does This Mean for Everyone Else?” As far as…
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Blog 1503772536 141

Google Hates Building All Networks

According to our Clash of Metro 100G Optical Vendors with Shifting Network Paradigm report: “As…the case with several of the…big Web 2.0 data center operators, they were forced to operate their own networks….It is simply…
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100G Will Remain Dominant for Decades

The understatement of the first half century involving optics may have come from a Ciena executive at the Deutsche Bank Technology Conference in September 2016: “[W]e think 100-gigabit is probably going to be the currency…
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Infinera and the Age of Narcissism

In early 2012, Forbes published an article called “Why Narcissistic CEOs Kill Their Companies.” While we believe that some of the characteristics described in the article do not necessarily apply to the two principal corporate…
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Blog 1503773388 144

USC Chair Claims It Takes a Village

Reporting from the OASIS6 Conference and Exhibition on Optics and Electro Optics in Tel Aviv, as part of the EPIC delegation to Israel, well-known professor, Alan Wilner, spoke at the opening session. His message was…
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Major Pitfall in Financing Technology

When venture capitalists, angel investors, and other types of financiers are approached for funding they need to be aware that many corporate managers and engineers (not necessarily with intention) have a tendency to confuse the…
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Singapore: GlobalFoundries/Coherent/Poet

As a delegate to the EPIC mission to Singapore, this writer was impressed by the entrepreneurial enthusiasm, work ethic, and exceptional hospitality of the people in the country. While I am hardly a fan in…
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Double Standard When It Comes to Verizon

Although during its existence as a corporation, Verizon has made its share of mistakes, there are often contrasting principles at work with some members of the press and certain industry analysts when it comes to…
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Inphi/ClariPhy: Solider Acquisition Aspirant

fibeReality believes that the factor that makes Inphi the most attractive as a buyout candidate is its recent purchase of ClariPhy Communications. With PAM4 technology yet to be sold in any kind of volume by…
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Ciena Should Buy ADVA

While the ex-Nortel contingent, which has dominated the direction of Ciena in recent years, would almost assuredly be opposed to the idea because it would be viewed as a direct threat to its turf, the…
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Metro 100G “Heresy”

In a 2015 post discussing an OFC presentation of a well-known engineer in the business, titled “ROADMs Instead of Metro 100G Systems?”, the response from a technologist was, “Very interesting view, some may cry heresy.”…
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Optical “Supercycle” Farce

In one our recent daily updates, we pointed out: “How can the [optical supercycle] term be used when one of the biggest vendors, Ciena, is only expecting single digit growth in fiscal 2017?” Also, the…
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Finisar Execs Should Get Out Now

While the CEO of Finisar has been associated with the company for over 25 years, the average time that the rest of the executive management team has been in the optical components space is around…
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Top 10 Enigmas at Infinera’s Analyst Day

Our initial thoughts on Insight Infinera 2016, as outlined on our daily updates page over a week ago, was partially that “time will unlikely be a friend [to the vendor] as questions over long-term survivability…
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Xtera’s New CFO May be Its Only Hope

Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements, there were initial glitches in those new rules, and deals…
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Coriant Not Culturally a High-End Leader

Although there is a lot of significance in certain quarters being attached to AT&T’s trial of Coriant’s 400G system (as we recently pointed out on our daily updates page), the engineers formerly with Tellabs and…
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