Although Acacia Communications was at the optimal point to exit the DSP merchant space, the split second after the announcement of the Cisco Systems takeover,…
Category: High-Speed Transport
Infinera’s “Tellabsation”: Back to the Future
Regular followers of fibeReality’s separate, quick-update blog were able to read our latest take on Infinera, as we stated: “We view the messaging [on its…
12 Aftershocks From Cisco-Acacia Quake
At least a dozen marketplace reverberations of differing magnitude can be discovered from what was an indeed an earthquake of a deal announcement by Cisco…
MACOM: Engineers’ vs Street’s Perception
fibeReality has discovered a definite gulf in opinion on the prospects for MACOM Technologies Solutions’ new CEO, Steve Daly (along with the other top-level executives),…
Lumentum: Early DCO Departure Projected
As fibeReality addressed in a recent article, “12 Aftershocks From Cisco-Acacia Quake,” one of the optical suppliers, which will experience the negative effects the longest,…
Tibit: Last “Telecom Valley” Optic Hurrah
Over the years, nobody can deny that some of the most prominent “Petaluma Telecom Valley” entrepreneurs/engineers were courageous in taking on the huge, technological challenges,…
Finisar: Agonizing Wait to Cultural Disaster
Some previous assumptions go out the window, and certain, subsequent actions make greater sense, with our current understanding that Finisar’s destiny was out of the…
Throwing Down the Gauntlet at ECOC 2019
On our second blog, it was mentioned that fibeReality tried to get formal confirmation on the coming death of COBO as well as challenged the…
Infinera’s XR Optics: “Fat & Happy” Front
At first blush, it seems illogical for Infinera, a supplier, which has been fighting for its survival, to be promoting a revolutionary change in the…
Lumentum: Cloistered Management Method
In the early 1980s, the concept of “Management By Walking/Wandering Around” or MBWA reached the height of its acceptance as an effective means of remaining…
