According to our Clash of Optical Component Vendors & Technologies in Data Center Networks report published several months ago: “Ciena, [like] Nokia, highly prizes its…
Category: High-Speed Transport
Lumentum and Oclaro: Back to the Future
Followers of fibeReality’s blog on LinkedIn, which received several updates each of the five days at OFC 2017, were able to read the rather profound…
100G PSM4 Pricing at $2/Gig and Lower
At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable…
Finisar: 3D-Sensing Opportunity in Context
As we pointed out in a recent blog post, Finisar’s potential for diversifying its VCSEL business into the smart phone business should not be characterized as…
Higher Stakes with Web 2.0 Undersea Apps
One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks –…
100G Will Remain Dominant for Decades
The understatement of the first half century involving optics may have come from a Ciena executive at the Deutsche Bank Technology Conference in September 2016:…
Applied Optoelectronics’ Freneticism
AOI’s major hyperscale data center customers are undoubtedly sitting back and enjoying the vendor’s frantic activity in making heroic efforts to cut its manufacturing costs…
MACOM and Fabrinet: Sound of Silence
On our daily market perspectives page, we have been discussing the mystery surrounding the lack of discussion on Amazon at public events involving MACOM Technology…
Finisar-Oclaro Merger Very Plausible Now
In the past, we would have thought at least twice about Finisar buying Oclaro, given the less than stellar experience the former had earlier in…
AOI Cheerleaders Few and Far Between
The brief China boom in optics attracted a lot of fascination from members of the financial community, many of whom had no appreciation of the…
