In addition to 1) the ex-Nortel crowd desiring to remain firmly ensconced in its controlling role over Ciena’s future, to 2) what we perceived as…
Category: Metro
Infinera: Doubling Down on Lost Cause
After bringing in an executive, who promotes to companies he will “lead a transformational charge to growth, profitability and long-term value,” in our opinion, the…
Ciena Can Get Away With 400G Puffery
Ingrained in the “Nortel” legacy in high-end optics at Ciena is the obsession to jump to the next bit rate as soon as possible, at…
Ciena/Packet Design: First-Rate Acquisition
While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move.…
ADVA: Next Optics Dynamo in NA
The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of…
Crown Castle: Cornering Synergy Combos
Although still considered a REIT play by the investment community, Crown Castle made a bold change in its corporate strategy to become a full-service provider,…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
ADVA: Ottawa Connection and Endgame
To the best of our knowledge, fibeReality has been the sole source in the world to continue to report on the substantial laboratory, the Germany-based…
Infinera: An Unanticipated Destination Point
Given this writer’s justifiable criticism of Infinera for almost the entire existence of the firm, it has been a little awkward to begin suggesting to…
Ciena’s Clash with Cannibalization at Webscale Operators: A New Report
Ciena is at an important inflection point involving its future strategy. Its biggest, near-term struggle right now seems to be in adequately responding to the…
