While there was initially hope on the part of at least some executives at Finisar with the new corporate leadership, it left a lot to…
Category: High-Speed Transport
3DS VCSEL Race to the Bottom/Potpourri
Even as engineering capital and talent are being pulled out of the traditional optical transceiver space (once more, it is difficult to blame these vendors…
II-VI/Finisar: Security Over Specialization
fibeReality has decided to add to its initial thesis on what compelled II-VI to buy Finisar. As our title suggests, there have been a large…
ADVA: Next Optics Dynamo in NA
The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of…
On Cisco’s Rationalization for Luxtera Buy
At the OFC 2019 Media/Analyst Luncheon – “Hot Topics in Data Center Optics: Emerging Standards/MSAs, Silicon Photonics, 400G and Beyond,” Bill Gartner, Vice President/GM Optical…
Lumentum Owns Basis of Oclaro Takedown
At OFC 2019, Lumentum Holdings finally acknowledged the principal rationale for purchasing Oclaro, by announcing the divestiture of the data communications transceiver (TX) product line…
Microsoft’s “Heat Check”
In basketball, when a player, who has been hot in a game in making several three-point shots in a row, which is within that person’s…
Juniper’s SiPh: Reductio ad Absurdum
Now Juniper Networks has joined Intel and Cisco Systems in offering 100G data communications transceivers (TXs), in which margins are awfully tough, if not unfeasible…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
400GbE Modules: Forecasting 2025 vs 2020
What exactly is a “real” client-side 400G device? We can certainly count on many marketing folks, and just about all research firms to define it…
