blog 1486467803 85

100G Transceivers Below $3/Gig by 2017?

When giant data center owners started promoting $1 per gigabit transport a while back, the idea seemed ludicrous. Well, at least for optical transceivers, pricing has reached a point in which that goal is actually …
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blog 1486467795 83

AIM Photonics Will Miss Target (Part I)

At “The Workshop on Integrated Photonics High Volume Packaging” that took place in Anaheim the week of OFC 2016, Thomas L. Koch, the Dean at the College of Optical Sciences at the University of Arizona …
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blog 1486467791 82

Microsoft’s Enduring Google Envy

Quite a few articles have been written over time about the jealousy suffered by Microsoft over Alphabet’s Google, but they have not really addressed that the same dynamic exists in the optics realm. One cannot …
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blog 1486467788 81

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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blog 1486467785 80

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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blog 1486467782 79

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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blog 1486467779 78

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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blog 1486467776 77

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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blog 1486467774 76

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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blog 1486467771 75

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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blog 1486467768 74

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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blog 1486467765 73

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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blog 1486467760 71

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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blog 1486467757 70

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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blog 1486467754 69

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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blog 1486467746 66

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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blog 1486467743 65

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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blog 1486467740 64

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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blog 1486467737 63

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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blog 1486467734 62

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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blog 1486467731 61

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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