Blog

AT&T’s “Open ROADM”: More Skepticism

In defiance of AT&T’s uniquely leviathan network involving layers of infrastructure built over many years, the service provider continues to promote further leading-edge concepts that would ostensibly change the fundamental nature of its cost structure…
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Optics’ Elephant in Room: Global Economy

We have discussed in the past how macroeconomic conditions are often ignored in assessing the future prospects for the telecom/datacom optical market, such as the devastating effects of net neutrality actions across the globe. Occasionally,…
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Silicon Photonics’ Shift: Still Cost/Loss Issues

The lead article in the September 1969 issue of the Bell System Technical Journal was written by Stewart E. Miller, entitled “Integrated Optics: An Introduction,” which framed “a proposal for a miniature laser beam circuitry”…
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Google’s Fiber: Laugh All the Way to Bank

The contest by Alphabet’s Google itself among the cities in 2010 was a brilliant stroke of genius in that it cost the company practically nothing, but it led to municipalities (munis) starting to contemplate building…
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Verizon Comes to Senses With XO Fiber

Late in 2015, Verizon was apparently considering a terribly reckless action involving ridding itself of its invaluable enterprise properties. The purchase of XO’s assets definitely indicates a reversal in this line of thinking. Nevertheless, the…
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SDN Crack-Up?

About a half of a decade after the announcement of the establishment of the Open Networking Foundation, a recent survey of over 3,000 customers internationally by F5 Networks, indicated that just 3 percent of respondents…
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Calix’s CEO Still at Top of His Game

Over the last 15 years or so, a lot of great executive talent has left the telecom/datacom optical space either because they made a killing during the bubble, it became time for them to retire,…
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Ciena’s New Obsession with Vertical Integration

Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from an outside vendor, symbolizing an evolving shift in philosophy over…
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Juniper’s Impulsive BTI Acquisition

Regardless of a news report of a very low purchase price for BTI Systems, and despite Juniper Networks’ contention about the acquisition “not [being] a new strategy,” the move is actually a watershed moment for…
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Nokia/AlcaLu Optical: Mixed Bag at Best

While an alternate universe continues to exist regarding discussion over radical changes and transformations occurring in the datacom/telecom realm, the number of genuinely major new fiber optic projects in 2016, may easily be few and…
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Infinera’s PIC Challenge

Although Infinera has always touted its unique Photonic Integrated Circuit (PIC) technology as a major differentiator in the optical systems market, any advantages to this approach in the past have perhaps been totally countered by…
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Acacia Communications IPO: A Compelling Story?

The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it may not happen at all. The stakes were clearly high…
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Finisar: De Facto Owner of VCSEL Space?

Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to report that the supplier was selling such bare die to…
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Will Cisco Systems Rule DCI Market?

When Cisco Systems recently published the specifications of its Network Convergence System 1002 (NCS 1002), it theoretically could be called a Data Center Interconnection (DCI) “killer,” but only for a few of the high-end content…
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Xtera IPO an Act of Desperation?

Apparently, Xtera Communications’ desire to exit the optical business can no longer be characterized at all as graceful, but as somewhat frantic. There had been speculation in the industry that the supplier had even backed…
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Infinera Needs Dose of Humility Such as With Metro

Despite its long-term survival being a question mark only a few years ago as principally a long-haul player, Infinera fancies itself as now being positioned to become one of the dominant end-to-end optical vendors. We…
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AT&T/DirecTV: Epitome of Bellhead Ploy

While the industry narrative continues to push the illogical idea that AT&T is leading the pack internationally as a transformational player, the operator has seemed to be more concerned in remaining a copper service juggernaut.…
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Verizon’s Potential Colossal Blunder

If a recent Reuters’ article is correct at all about Verizon considering the sale of its enterprise business (which the operator has called “speculative” and “baseless”), we anticipate that by the service provider pulling the…
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Fujitsu as Metro 100G Barometer in US

The arrangement that US-based Fujitsu Network Communications (FNC) has with Fujitsu Limited is extremely unique in the optical industry given the extraordinary amount of independence provided by the latter to the former – especially unusual…
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More 400G Insanity at ECOC

At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within sight. There can be no doubt that in the foreseeable…
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Optical Line Interoperability Illusion

Although Microsoft and others have been discussing the notion of an Open Line System (OLS) to provide standardization with long-haul and metro equipment, there is little precedent for such grand notions ever coming close to…
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Finisar Should Play Hardball, Then Exit

Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to subsystems, along with designing every conceivable flavor demanded by the…
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