A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products,…
Category: Metro
Acacia Will Likely Push 400G DSP
The message that the Street may be going way overboard with Acacia Communications’ valuation, let alone its new secondary offering, may be beginning to resonate.…
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…
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…
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…
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…
Infinera’s Last Ditch: Infinity and Beyond
With the full realization by industry analysts, some of whom initially drank the Kool-Aid, that the potential for Infinera significantly penetrating the metro optical market…
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…
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…
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…
