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Category: High-Speed Transport

Finisar CEO’s Babe-in-the-Woods Rhetoric

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In an article published this month, Finisar’s CEO, Michael Hurlston said: “To be truthful, I didn’t know much about optics.” Certainly, by now, such a…

Continue reading Finisar CEO’s Babe-in-the-Woods Rhetoric

COBO’s Scheme: Odd Life/Demise Likely

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fibeReality expressed our point of view that if COBO ever happens, it would be in the form of Co-Packaged Optics (CPO). In our opinion, it…

Continue reading COBO’s Scheme: Odd Life/Demise Likely

Microsoft’s Flatter Data Center Difficulty

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Despite the greater efficiency of the newer networks of the hyperscalers, as their infrastructure continues to grow in size, they will gradually start grappling with…

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Inphi’s COLORZ: New Buyer Constrictions

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Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the…

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AOCs: Unappealing Choice Up to 30 Meters

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Assuming Microsoft goes ahead with a proposed project of a flattened switch architecture in its data centers, the use of Active Optical Cables (AOCs) for…

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Finisar Could be Telegraphing 5G Fronthaul Gear

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fibeReality is aware of some speculation that Finisar’s CEO, Michael Hurlston, was supposedly brought in to build up the 3D-sensing business in order to sell…

Continue reading Finisar Could be Telegraphing 5G Fronthaul Gear

Cisco Systems’ Optics Pastime

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It all began for Cisco Systems last century during the bubble with its purchase of Cerent for a whopping amount of money, as it was…

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Nokia Networks is a Wireless Firm — Period

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While Nokia continues to sell optics solutions, and fibeReality even sees the possibility for a significant upside for it in the space in the short…

Continue reading Nokia Networks is a Wireless Firm — Period

Inphi Could Not Resist Hyperscale Vortex

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fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction…

Continue reading Inphi Could Not Resist Hyperscale Vortex

CFP2-ACO Modules: Lingering Cash Cow

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In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the…

Continue reading CFP2-ACO Modules: Lingering Cash Cow

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