An industry observer is expected to believe that CommScope, which was on the record at Investor Day, several months before the announcement of the merger…
Category: Low-Speed Transport
Uncle Sam: Major VC for Optical Gear Development Indefinitely?
Where will the money come from to fund R&D for next generations of fiber optic equipment in the telecommunications and data communications markets? Clearly, the…
Data Center Interconnect Space: Rife with Out-of-Whack Expectations
When it comes to projections in any optical space that has not reached a high level of maturity, a large percentage of stock and technology…
Cisco and Marvell/Inphi: 400ZR as Microcosm for Future Strategies
When fibeReality published its report on 400ZR in June 2020, we were clearly on the low end of the forecasts in the industry. Nevertheless, as…
Ciena Decides to Hit Back on 400ZR Impact
“As Mike Tyson said, ‘Everybody has got a plan until they get a punch in the face.’” Rob Keys, Senior Director Optical Transmission, Ciena at…
PAM4 vs NRZ: Growing Irrelevance of Standards Bodies
At the OFC 2021 Rump Session, there will be two sides debating the following propositions: “Did the Optics Industry Blunder by Switching Intra-Datacenter Links from…
Inphi: Ongoing Obsession with COLORZ Brand
In quasi-opposition to fibeReality’s sentiments regarding Inphi’s exceedingly defensive posture on COLORZ, resulting from a great deal of internal sensitivity to its lackluster sales 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,…
ADVA/ECI Merger? Hasty Knee-Jerk Effect
If a press account this past August was true that an ADVA Optical Networking-Coriant merger could not have been worked out, it may have been…
Calix: Long-Term Optical Powerhouse
During the first Market Watch panel at OFC 2018, MKM Partners’ Mike Genovese, one of a relatively few prominent investment analysts, who has real intimacy…