fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction…
Category: Low-Speed Transport
Cisco Systems’ Optics Pastime
It all began for Cisco Systems last century during the bubble with its purchase of Cerent for a whopping amount of money, as it was…
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…
Ciena Finally Reconciled with Its Future?
During the summer of 2015, fibeReality published the following article: “Ciena’s Last Chance to Fulfill its Destiny” in which we asserted: “…Ciena can either finally…
Finisar/Oclaro: Nearsighted Beyond 4x50G
As with fibeReality, both Finisar and Oclaro have problems foreseeing 400GbE in any meaningful way in the anticipatable time ahead. While each is more than…
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:…
Infinera’s Crack at Quasi-Reconstruction
Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…
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…
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,…
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…
