While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move.…
Category: Access
400GbE: Wakeup Call for Hyperscale Operators
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…
Facebook: Co-Packaged Optics Conundrum
While we have recently pointed out that co-packaged optics will not be the great enabler of Silicon Photonics (SiPh), the concept of markedly shortening the…
Infinera: Doubling Down on Lost Cause
After bringing in an executive, who promotes to companies he will “lead a transformational charge to growth, profitability and long-term value,” in our opinion, the…
Finisar: New Chip-Centric Frame of Mind
While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position…
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…
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…
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…
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,…
Infinera’s Crack at Quasi-Reconstruction
Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…
