Quite a few articles have been written over time about the jealousy suffered by Microsoft over Alphabet’s Google, but they have not really addressed that…
Category: Backbone
100G Transceivers Below $3/Gig by 2017?
When giant data center owners started promoting $1 per gigabit transport a while back, the idea seemed ludicrous. Well, at least for optical transceivers, pricing…
Lumentum: Be Careful What You Wish For
Who could blame Lumentum Holdings for finding it desirable to move upstream in offering something close to full optical systems in order to generate higher…
Infinera’s Last Ditch: Infinity and Beyond
With the full realization by industry analysts, some of whom initially drank the Kool-Aid, that the potential for Infinera significantly penetrating the metro optical market…
Acacia IPO Update: Still Pursuing Encore
In January, we first discussed Acacia Communications, which filed for its IPO confidentially in August of last year, and then rather quietly, but publicly, notified…
Let Huawei and ZTE in US Optical Market
Service providers carrying US federal government communications, including submarine networks that are not based in the country, should be allowed to purchase optical systems from…
New Optical Ecosystem at Jabil
After over 15 years of both optical component and system suppliers struggling to generate meaningful margins in the telecom and data communications market, it may…
Juniper’s Aurrion Buyout: Tech Nightmare?
Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply…
Acacia’s Valuation: The Street’s Cruel Joke
While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes…
Google Fiber Fizzles as Predicted
In March, we posted an article called “Google’s Fiber: Laugh All the Way to Bank,” in which we stated: “While [Alphabet’s] Google has made a…
