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…
Category: Metro
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…
New Wrinkles Could Backup Optical M&A Rumor
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…
Infinera/Coriant: A Survival Gimmick
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,…
Infinera’s Crack at Quasi-Reconstruction
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…
Amazon’s Whole Foods Buyout and DCI
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:…
Infinera Apparently Won’t Neutralize XTM
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…
Inphi’s 100G DSP: Another Blow to Acacia
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…
Lumentum: The Street’s Latest Sacred Cow
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…
Infinera: Actions Speak Louder Than Words
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…
