The day after it became public that Mellanox Technologies’ biggest shareholder, Starboard Value, sent a letter along with slides to the CEO and the Board…
Category: Chips
Finisar: New Chip-Centric Frame of Mind
While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position…
Lumentum: Benefit of the Doubt
During the summer of 2017, to the best of our knowledge, there were major technical problems at Apple with Lumentum’s six-inch VCSEL wafers (including with…
Oclaro: No Longer Counting on Buyout
Evidently, Oclaro is starting to think outside the box in selecting Walter Jankovic as its new President, Optical Connectivity, as he was formerly with Contract…
Finisar: An Attack Plan vs Broadcom
Will Finisar engage in all of this development work on VCSEL bare die in its new fab in Texas just to take advantage of it…
Lumentum + Oclaro: Ecosystem/Profit Bust
For a while (we mentioned a cloud bubble for components in April, 2015), fibeReality has been discussing the idea of a collapsing optical ecosystem principally…
Finisar: Recourse in Hyperscale Space
During the Q&A session at the OIDA Executive Forum two years ago, this writer asked a Microsoft executive whether his company, was being too clever…
Calix: Long-Term Optical Powerhouse
During the first Market Watch panel at OFC 2018, MKM Partners’ Mike Genovese, one of a relatively few prominent investment analysts, who has real intimacy…
Fabrinet: Nuggets Search in Optics Mess
All of the previous, unusual amount of commotion going on in the telecom/datacom optical market has been further complicated with the ban on sales to…
Viavi Still Overshadowing Lumentum
Despite the evident busting of the optical ecosystem, many of the analysts on the Street apparently continue to hold a special place in their hearts…
