With Oclaro in a waiting game, as China must provide antitrust regulatory approval for Lumentum’s acquisition, and although fibeReality senses that that some people at…
Category: Chips
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…
24 Tough Queries for Vendors/Users at ECOC 2018
Unfortunately, this writer will be unable to be in Rome, as I will be attending a much happier, personal event later in the week. fibeReality…
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…
Apple Story of Shot Across Lumentum Bow
fibeReality understands that a partial reason for the Street hitting Lumentum so hard several days ago was a note from CLSA that Apple is designing…
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…
Nokia’s Unchanged Strategy to Exit Optics
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…
Apple: 3DS VCSEL Learning Curve Edge
While fibeReality continues to see downsides for the 3D-Sensing (3DS) VCSEL component suppliers, themselves, Apple’s two-year head-start over any other company in the world in…
II-VI: Disentangling Finisar at Both Ends
While there was initially hope on the part of at least some executives at Finisar with the new corporate leadership, it left a lot to…
Finisar Gives II-VI Design Arm to Apple
In fibeReality’s last blog piece we stated that Apple “had benefitted from its association with…technologists, [including those that have been part of Finisar’s 3DS (3D…
