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,…
Category: FTTP
AIM Photonics Will Miss Target (Part II) — Limited Job Creation
As we continue our critical look on the prospects of AIM Photonics, we will maintain our focus on the hurdles faced by this new organization.…
Would Anyone Want to Buy Level 3?
Given the wealth of connections and contacts of a large corporation in the telecommunications industry, such as at Level 3 Communications, it is always extraordinary…
Google Fiber Fizzles as Predicted
In March, we posted an article called “Google’s Fiber: Laugh All the Way to Bank,” in which we stated: “While [Alphabet’s] Google has made a…
If Verizon Has Vague Rationale, Think FCC
For Verizon, there has been the matter of a tremendous buildout of Fiber-to-the-Home (FTTH) infrastructure in the past, which was clearly cost prohibitive, or more…
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…
Inphi’s 100G DSP: Another Blow to Acacia
As usual, when a vendor, such as Inphi, makes a series of announcements on products or on R&D direction, the bulk of the attention is…
Ericsson/Calix: De Facto NG-PON2 Model
fibeReality fully expects Ericsson/Calix to be the primary beneficiary of NG-PON2 becoming the de facto standard for much of the world. We anticipate that the…
Finisar/Oclaro: Nearsighted Beyond 4x50G
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…
Calix: Long-Term Optical Powerhouse
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…
