When giant data center owners started promoting $1 per gigabit transport a while back, the idea seemed ludicrous. Well, at least for optical transceivers, pricing…
Category: High-Speed Transport
Infinera’s Last Ditch: Infinity and Beyond
With the full realization by industry analysts, some of whom initially drank the Kool-Aid, that the potential for Infinera significantly penetrating the metro optical market…
Acacia IPO Update: Still Pursuing Encore
In January, we first discussed Acacia Communications, which filed for its IPO confidentially in August of last year, and then rather quietly, but publicly, notified…
Let Huawei and ZTE in US Optical Market
Service providers carrying US federal government communications, including submarine networks that are not based in the country, should be allowed to purchase optical systems from…
Juniper’s Aurrion Buyout: Tech Nightmare?
Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply…
Nokia Directionless in Optics Space
An industry observer might ask a Nokia executive about its plans for 400G and there is a good chance that the response is more likely…
Acacia Will Likely Push 400G DSP
The message that the Street may be going way overboard with Acacia Communications’ valuation, let alone its new secondary offering, may be beginning to resonate.…
Infinera’s Biggest Concern is Ciena
A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products,…
CenturyLink Could be a Sleeper
When a typical industry observer thought of CenturyLink over the past several years, the following aspects probably came to mind: only a handful of major…
Acacia’s Bridge Too Far
The photo associated with this article shows the Arnhem John Frost bridge in the Netherlands, which became really famous with the 1977 epic film, A…
