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Category: Metro

Nokia’s Unchanged Strategy to Exit Optics

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Even prior to closing the deal, Nokia Networks’ purchase of Alcatel-Lucent surrounded the former contemplating divesting the submarine optics division of the latter. The major…

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ADVA/ECI Merger? Hasty Knee-Jerk Effect

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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…

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New Wrinkles Could Backup Optical M&A Rumor

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fibeReality recently published the article, “ADVA/ECI Merger? Hasty Knee-Jerk Effect,” in which we presented the case about the drawbacks of such a combination. While all…

Continue reading New Wrinkles Could Backup Optical M&A Rumor

Infinera/Coriant: A Survival Gimmick

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Despite Infinera’s claims of significant integration between the two product lines, its purchase of Coriant is really about the continuing shortcomings of its PIC strategy,…

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Infinera’s Crack at Quasi-Reconstruction

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Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…

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Amazon’s Whole Foods Buyout and DCI

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Over the last week, those individuals following our second blog read that we were at least inclined to dismiss several narratives making the rounds, including:…

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Infinera Apparently Won’t Neutralize XTM

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After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense…

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Inphi’s 100G DSP: Another Blow to Acacia

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As usual, when a vendor, such as Inphi, makes a series of announcements on products or on R&D direction, the bulk of the attention is…

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Lumentum: The Street’s Latest Sacred Cow

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There was Infinera with the unflinching belief of the cost benefits of PICs (which in our opinion, was never proven), and being oblivious to a…

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Infinera: Actions Speak Louder Than Words

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As Infinera continues the messaging of ambitious product development plans, its comparatively quiet, top-level management changes indicate a supplier that is in a state of…

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