Service providers carrying US federal government communications, including submarine networks that are not based in the country, should be allowed to purchase optical systems from…
Category: Metro
Inphi’s COLORZ: New Buyer Constrictions
Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the…
Finisar Could be Telegraphing 5G Fronthaul Gear
fibeReality is aware of some speculation that Finisar’s CEO, Michael Hurlston, was supposedly brought in to build up the 3D-sensing business in order to sell…
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…
Nokia Networks is a Wireless Firm — Period
While Nokia continues to sell optics solutions, and fibeReality even sees the possibility for a significant upside for it in the space in the short…
Infinera/Coriant: On Capping Installed Base
We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of…
NeoPhotonics: A Rationale for a Resurgence
Ever since the last optical boom in China, it has been easy to be critical about NeoPhotonics concerning limitations for growth in its traditional space…
Verizon Wireless: 5G Home Subterfuge
In some ways, Verizon has a worse credibility situation in the short term with its current emphasis on residential applications for 5G, than what happened…
Google: Objectives and Undesirable Results
In the past, fibeReality has addressed the matter that Google/Alphabet’s publicly stated objectives in getting into new businesses, including in the optical realm, need to…
Infinera: No Way Out?
On Infinera’s last quarterly earnings call, a financial analyst asked: “Does Infinera make sense as a stand-alone business?” The response was somewhat contradictory in that R&D expenditures…
