Mellanox Technologies is a typical Israeli-based firm in the datacom/telecom space in that it excels at technology development, but not necessarily from a marketing/sales perspective.…
Category: High-Speed Transport
Google’s Surrender to Extreme Environmentalist Pressure – Hit to Optics
When it comes to defending its overwhelmingly dominant position on the Internet or in extracting the very last penny in its network cost, Google will…
Inphi a Threat to InnoLight or Kaiam?
Once again, we have a natural affinity for the proposition of taking advantage of electronics, such as higher order modulation, to better enable optics by…
ADVA Should Look at Buying Xtera
ADVA Optical Networking’s CEO mentioned that it “is considering a ‘larger deal [than the Time4 Systems purchase] more in the mid-term’ that could give it…
Finisar Should Play Hardball, Then Exit
Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to…
More 400G Insanity at ECOC
At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within…
Fujitsu as Metro 100G Barometer in US
The arrangement that US-based Fujitsu Network Communications (FNC) has with Fujitsu Limited is extremely unique in the optical industry given the extraordinary amount of independence…
Infinera Needs Dose of Humility Such as With Metro
Despite its long-term survival being a question mark only a few years ago as principally a long-haul player, Infinera fancies itself as now being positioned…
Will Cisco Systems Rule DCI Market?
When Cisco Systems recently published the specifications of its Network Convergence System 1002 (NCS 1002), it theoretically could be called a Data Center Interconnection (DCI)…
Finisar: De Facto Owner of VCSEL Space?
Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to…
