Although there is a lot of significance in certain quarters being attached to AT&T’s trial of Coriant’s 400G system (as we recently pointed out on…
Category: High-Speed Transport
Xtera’s New CFO May be Its Only Hope
Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements,…
Top 10 Enigmas at Infinera’s Analyst Day
Our initial thoughts on Insight Infinera 2016, as outlined on our LinkedIn fibeReality page over a week ago, was partially that “time will unlikely be…
Optical “Supercycle” Farce
In one our recent LinkedIn fibeReality page updates, we pointed out: “How can the [optical supercycle] term be used when one of the biggest vendors,…
Metro 100G “Heresy”
In a 2015 post discussing an OFC presentation of a well-known engineer in the business, titled “ROADMs Instead of Metro 100G Systems?”, the response from…
Ciena Should Buy ADVA
While the ex-Nortel contingent, which has dominated the direction of Ciena in recent years, would almost assuredly be opposed to the idea because it would…
Inphi/ClariPhy: Solider Acquisition Aspirant
fibeReality believes that the factor that makes Inphi the most attractive as a buyout candidate is its recent purchase of ClariPhy Communications. With PAM4 technology…
Double Standard When It Comes to Verizon
Although during its existence as a corporation, Verizon has made its share of mistakes, there are often contrasting principles at work with some members of…
Infinera and the Age of Narcissism
In early 2012, Forbes published an article called “Why Narcissistic CEOs Kill Their Companies.” While we believe that some of the characteristics described in the…
$2B AOI Cap Worse Than Old $3B Acacia
While we would find it impossible to ever recommend securities of any kind because of the irrational ups and downs of the prices, we have…
