In one our recent daily updates, we pointed out: “How can the [optical supercycle] term be used when one of the biggest vendors, Ciena, is…
Category: Metro
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…
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…
OSFP-XD Takes the Stand
In August 2018, fibeReality published the article: “Co-Packaged Optics on Trial,” in which we offered this summary judgement: “It is not hard to see why…
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…
Infinera: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
Absurdity of Stressing Metro 100G Now
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…
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…
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…
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…