Regular followers of our other blog were able to read the recent article, “Oclaro’s Possible Mistake,” in which we stated: “While we have been very…
Category: High-Speed Transport
ADVA/MRV: Another Ecosystem Break
In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical…
Infinera’s Crack at Quasi-Reconstruction
Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…
Amazon’s Whole Foods Buyout and DCI
Over the last week, those individuals following our second blog read that we were at least inclined to dismiss several narratives making the rounds, including:…
Infinera: No Way Out?
On Infinera’s last quarterly earnings call, a financial analyst asked: “Does Infinera make sense as a stand-alone business?” The response was somewhat contradictory in that R&D expenditures…
AOI’s Stabilizer is 40G
Since the beginning of the arrival of the 40G data rate, there has been a consistent mantra in the industry of its impending decline and…
MACOM’s Aggrandizement of Optical Space
After recently discussing Acacia Communication’s seemingly compelled retreat to a level further down on the food chain, MACOM Technology Solutions Holdings, which has products that…
Infinera Apparently Won’t Neutralize XTM
After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense…
Acacia’s Narrow Option Down Food Chain
For a while, we have been addressing the matter of what Acacia Communications can do for an encore with its DSP business. Despite Acacia introducing…
Huawei’s Public Cloud: Impact on Optics
As the slowdown in China continues, there is little hesitation for optical component vendors to blow up the potential for market opportunities, which will hardly…
