A few years ago, Nokia decided to unload NSN’s optical networks division to focus more on the wireless sector. Now, with the proposed acquisition of…
Category: Submarine
ADVA Should Look at Buying Xtera
ADVA Optical Networking’s CEO mentioned that it “is considering a ‘larger deal [than the Time4 Systems purchase] more in the mid-term’ that could give it…
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…
Nokia Directionless in Optics Space
An industry observer might ask a Nokia executive about its plans for 400G and there is a good chance that the response is more likely…
Infinera’s Biggest Concern is Ciena
A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products,…
Submarine Festoons Needed in US
Although undersea festoon networks can be found in many parts of the world, one would be hard-pressed to locate a single case in the States.…
Xtera’s New CFO May be Its Only Hope
Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements,…
Top 10 Enigmas at Infinera’s Analyst Day
Our initial thoughts on Insight Infinera 2016, as outlined on our LinkedIn fibeReality page over a week ago, was partially that “time will unlikely be…
Singapore: GlobalFoundries/Coherent/Poet
As a delegate to the EPIC mission to Singapore, this writer was impressed by the entrepreneurial enthusiasm, work ethic, and exceptional hospitality of the people…
$2B AOI Cap Worse Than Old $3B Acacia
While we would find it impossible to ever recommend securities of any kind because of the irrational ups and downs of the prices, we have…
