A recent blog article on Light Reading gets into whether the initial backlash on the Street against Ciena was justified based on the past quarterly…
Category: High-Speed Transport
Acacia Communications IPO: A Compelling Story?
The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
Infinera’s PIC Challenge
Although Infinera has always touted its unique Photonic Integrated Circuit (PIC) technology as a major differentiator in the optical systems market, any advantages to this…
Nokia/AlcaLu Optical: Mixed Bag at Best
While an alternate universe continues to exist regarding discussion over radical changes and transformations occurring in the datacom/telecom realm, the number of genuinely major new…
Juniper’s Impulsive BTI Acquisition
Regardless of a news report of a very low purchase price for BTI Systems, and despite Juniper Networks’ contention about the acquisition “not [being] a…
Ciena’s New Obsession with Vertical Integration
Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from…
Silicon Photonics’ Shift: Still Cost/Loss Issues
The lead article in the September 1969 issue of the Bell System Technical Journal was written by Stewart E. Miller, entitled “Integrated Optics: An Introduction,”…
Optics’ Elephant in Room: Global Economy
We have discussed in the past how macroeconomic conditions are often ignored in assessing the future prospects for the telecom/datacom optical market, such as the…
AT&T’s “Open ROADM”: More Skepticism
In defiance of AT&T’s uniquely leviathan network involving layers of infrastructure built over many years, the service provider continues to promote further leading-edge concepts that…
Microsoft’s Enduring Google Envy
Quite a few articles have been written over time about the jealousy suffered by Microsoft over Alphabet’s Google, but they have not really addressed that…
