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Category: Submarine

Would Nokia Sell AlcaLu’s Optical Landline Business?

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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…

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ADVA Should Look at Buying Xtera

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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…

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Xtera IPO an Act of Desperation?

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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…

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Nokia Directionless in Optics Space

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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…

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Infinera’s Biggest Concern is Ciena

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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,…

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Submarine Festoons Needed in US

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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.…

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Xtera’s New CFO May be Its Only Hope

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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,…

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Top 10 Enigmas at Infinera’s Analyst Day

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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…

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Singapore: GlobalFoundries/Coherent/Poet

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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…

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$2B AOI Cap Worse Than Old $3B Acacia

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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…

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