Even prior to closing the deal, Nokia Networks’ purchase of Alcatel-Lucent surrounded the former contemplating divesting the submarine optics division of the latter. The major…
Category: DSPs
Ciena: ZTE Will Be Pursuing Retribution
fibeReality’s latest intelligence indicates that Ciena took advantage of the ban earlier this year against ZTE, allowing the former to take a significant amount of…
Infinera/Coriant: On Capping Installed Base
We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of…
CFP2-ACO Modules: Lingering Cash Cow
In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the…
Inphi Could Not Resist Hyperscale Vortex
fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction…
Nokia Networks is a Wireless Firm — Period
While Nokia continues to sell optics solutions, and fibeReality even sees the possibility for a significant upside for it in the space in the short…
Inphi’s COLORZ: New Buyer Constrictions
Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the…
Ciena/Packet Design: First-Rate Acquisition
While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move.…
Fabrinet’s Mad Rush to Product Diversity
fibeReality predicted a year ago that Huawei Technologies would start producing new types of optical components in-house, which evidently was substantiated in a news report…
Finisar/Oclaro: Nearsighted Beyond 4x50G
As with fibeReality, both Finisar and Oclaro have problems foreseeing 400GbE in any meaningful way in the anticipatable time ahead. While each is more than…
