When giant data center owners started promoting $1 per gigabit transport a while back, the idea seemed ludicrous. Well, at least for optical transceivers, pricing…
Category: Low-Speed Transport
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:…
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…
25G Laser Shortage
We have been told that there is going to be a worldwide shortage of 25G lasers in the coming two years, supposedly due to not…
Xtera’s New CFO May be Its Only Hope
Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements,…
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…
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…
Arris + CommScope = Another M&A Decoy
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…
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…
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…