A couple of financial analysts have been touting Ciena as the expected big winner for a future contract for a large 100G metro project at…
Category: Long Haul/Regional
Would Nokia Sell AlcaLu’s Optical Landline Business?
A few years ago, Nokia decided to unload NSN’s optical networks division to focus more on the wireless sector. Now, with the proposed acquisition 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…
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…
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…
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…
Coriant Not Culturally a High-End Leader
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…
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…
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,…
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.…
