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…
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…
Inphi/ClariPhy: Solider Acquisition Aspirant
fibeReality believes that the factor that makes Inphi the most attractive as a buyout candidate is its recent purchase of ClariPhy Communications. With PAM4 technology…
Ciena Should Buy ADVA
While the ex-Nortel contingent, which has dominated the direction of Ciena in recent years, would almost assuredly be opposed to the idea because it would…
Metro 100G “Heresy”
In a 2015 post discussing an OFC presentation of a well-known engineer in the business, titled “ROADMs Instead of Metro 100G Systems?”, the response from…
Optical “Supercycle” Farce
In one our recent LinkedIn fibeReality page updates, we pointed out: “How can the [optical supercycle] term be used when one of the biggest vendors,…
Top 10 Enigmas at Infinera’s Analyst Day
Our initial thoughts on Insight Infinera 2016, as outlined on our LinkedIn fibeReality page over a week ago, was partially that “time will unlikely be…
Coriant Not Culturally a High-End Leader
Although there is a lot of significance in certain quarters being attached to AT&T’s trial of Coriant’s 400G system (as we recently pointed out on…
CenturyLink Could be a Sleeper
When a typical industry observer thought of CenturyLink over the past several years, the following aspects probably came to mind: only a handful of major…
