One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks –…
Category: Long Haul/Regional
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…
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…
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:…
Verizon Retains “Oath” of Fealty to Itself
The “Oath” division of the most inventive, incumbent ISP on the planet, including the design of a long-haul network, which is as “future-proof” as humanly…
ADVA: Next Optics Dynamo in NA
The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
Infinera’s XR Optics: “Fat & Happy” Front
At first blush, it seems illogical for Infinera, a supplier, which has been fighting for its survival, to be promoting a revolutionary change in the…
Infinera: An Unanticipated Destination Point
Given this writer’s justifiable criticism of Infinera for almost the entire existence of the firm, it has been a little awkward to begin suggesting to…
Ciena’s Clash with Cannibalization at Webscale Operators: A New Report
Ciena is at an important inflection point involving its future strategy. Its biggest, near-term struggle right now seems to be in adequately responding to the…
