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…
Category: Chips
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…
Infinera’s Lumentum Band-Aid
In a Light Reading article, its Editor-in-chief wrote: “Eager to bask in the ‘open networking’ sunshine that has given the switch and router fraternity a…
All-Optical Switches: Still Illusory?
Over 30 years ago, there began discussions in the industry about the development of an all-optical switch. Some of the comments sound familiar to those…
Acacia’s Bridge Too Far
The photo associated with this article shows the Arnhem John Frost bridge in the Netherlands, which became really famous with the 1977 epic film, A…
Finisar Execs Should Get Out Now
While the CEO of Finisar has been associated with the company for over 25 years, the average time that the rest of the executive management…
Huawei May Hit Optics Component Space with Both Barrels
fibeReality believes that Huawei Technologies is striving to develop coherent optics and optical switching components, as well as potentially other types of new devices further…
Inphi/ClariPhy: Solider Acquisition Aspirant
fibeReality believes that the factor that makes Inphi the most attractive as a buyout candidate is its recent purchase of ClariPhy Communications. With PAM4 technology…
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…
