Although Infinera has always touted its unique Photonic Integrated Circuit (PIC) technology as a major differentiator in the optical systems market, any advantages to this…
Category: Backbone
Nokia/AlcaLu Optical: Mixed Bag at Best
While an alternate universe continues to exist regarding discussion over radical changes and transformations occurring in the datacom/telecom realm, the number of genuinely major new…
Data Center Interconnect Space: Rife with Out-of-Whack Expectations
When it comes to projections in any optical space that has not reached a high level of maturity, a large percentage of stock and technology…
Juniper’s Impulsive BTI Acquisition
Regardless of a news report of a very low purchase price for BTI Systems, and despite Juniper Networks’ contention about the acquisition “not [being] a…
Ciena’s New Obsession with Vertical Integration
Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from…
Calix’s CEO Still at Top of His Game
Over the last 15 years or so, a lot of great executive talent has left the telecom/datacom optical space either because they made a killing…
Google’s Fiber: Laugh All the Way to Bank
The contest by Alphabet’s Google itself among the cities in 2010 was a brilliant stroke of genius in that it cost the company practically nothing,…
Silicon Photonics’ Shift: Still Cost/Loss Issues
The lead article in the September 1969 issue of the Bell System Technical Journal was written by Stewart E. Miller, entitled “Integrated Optics: An Introduction,”…
Optics’ Elephant in Room: Global Economy
We have discussed in the past how macroeconomic conditions are often ignored in assessing the future prospects for the telecom/datacom optical market, such as the…
AT&T’s “Open ROADM”: More Skepticism
In defiance of AT&T’s uniquely leviathan network involving layers of infrastructure built over many years, the service provider continues to promote further leading-edge concepts that…
