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Category: FTTP

Verizon/AOL: Bypassing Title II with New Internal Infrastructure?

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“The FCC’s chairman “said that he doesn’t see a role for the FCC in reviewing Verizon’s…recent proposed acquisition of AOL….’ I don’t think AOL has…

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Uncle Sam: Major VC for Optical Gear Development Indefinitely?

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Where will the money come from to fund R&D for next generations of fiber optic equipment in the telecommunications and data communications markets? Clearly, the…

Continue reading Uncle Sam: Major VC for Optical Gear Development Indefinitely?

Ciena Decides to Hit Back on 400ZR Impact

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“As Mike Tyson said, ‘Everybody has got a plan until they get a punch in the face.’” Rob Keys, Senior Director Optical Transmission, Ciena at…

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Additional Upshots at Dublin Optics Show

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As a complementary piece to our last article, “Throwing Down the Gauntlet at ECOC 2019,” we provide some other final thoughts on the conference, including…

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Google Fiber Won’t Ever Confess Motives

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“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…

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Google: Objectives and Undesirable Results

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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…

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Verizon Wireless: 5G Home Subterfuge

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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…

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400GbE: Wakeup Call for Hyperscale Operators

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When it comes to the critical development efforts for 400GbE, the big-four hyperscale data center operators do not appear to be doing much more than…

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Calix: Long-Term Optical Powerhouse

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During the first Market Watch panel at OFC 2018, MKM Partners’ Mike Genovese, one of a relatively few prominent investment analysts, who has real intimacy…

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Finisar/Oclaro: Nearsighted Beyond 4x50G

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As with fibeReality, both Finisar and Oclaro have problems foreseeing 400GbE in any meaningful way in the anticipatable time ahead. While each is more than…

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