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: Metro
ROADMs Instead of Metro 100G Systems?
At the OFC 2015 conference, one of the most highly respected network engineers in the business from Xtera Communications will be legitimately asking the question…
New Optical Ecosystem at Jabil
After over 15 years of both optical component and system suppliers struggling to generate meaningful margins in the telecom and data communications market, it may…
Ciena Probably Overpaying for Cyan
A prima facie case can be made that the $400 million price tag on Cyan is out of line. In effect, Ciena should have problems…
Acacia’s Valuation: The Street’s Cruel Joke
While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes…
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…
To Infinera: Let Transmode Run as Freely as Possible
Infinera would be better off allowing Transmode Systems to operate as an independent division than to integrate it much into its own corporation. Despite all…
Google Fiber Fizzles as Predicted
In March, we posted an article called “Google’s Fiber: Laugh All the Way to Bank,” in which we stated: “While [Alphabet’s] Google has made a…
Microsoft’s Network: Hitches with Quasi-Carrier Mindset
Microsoft has been caught in the undesirable middle with its Data Center (DC) infrastructure between striving to innovate with the lowest cost, state-of-the-art optical solutions…
Infinera’s Lumentum Band-Aid
In a Light Reading article, its Editor-in-chief wrote: “Eager to bask in the ‘open networking’ sunshine that has given the switch and router fraternity a…
