Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to…
Category: Backbone
Optical Line Interoperability Illusion
Although Microsoft and others have been discussing the notion of an Open Line System (OLS) to provide standardization with long-haul and metro equipment, there is…
More 400G Insanity at ECOC
At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within…
Fujitsu as Metro 100G Barometer in US
The arrangement that US-based Fujitsu Network Communications (FNC) has with Fujitsu Limited is extremely unique in the optical industry given the extraordinary amount of independence…
Infinera Needs Dose of Humility Such as With Metro
Despite its long-term survival being a question mark only a few years ago as principally a long-haul player, Infinera fancies itself as now being positioned…
Xtera IPO an Act of Desperation?
Apparently, Xtera Communications’ desire to exit the optical business can no longer be characterized at all as graceful, but as somewhat frantic. There had been…
Will Cisco Systems Rule DCI Market?
When Cisco Systems recently published the specifications of its Network Convergence System 1002 (NCS 1002), it theoretically could be called a Data Center Interconnection (DCI)…
Finisar: De Facto Owner of VCSEL Space?
Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to…
Reactions to Ciena Based on Elusive Credibility Factor?
A recent blog article on Light Reading gets into whether the initial backlash on the Street against Ciena was justified based on the past quarterly…
Acacia Communications IPO: A Compelling Story?
The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
