In recent weeks, there has been a flurry of acquisition activity with three optical component companies being purchased by non-traditional kinds of acquirers, particularly players…
Category: Components
Absurdity of Stressing Metro 100G Now
A couple of financial analysts have been touting Ciena as the expected big winner for a future contract for a large 100G metro project at…
No Blowback from Neophotonics Pickup
Before the closing of its deal for Emcore’s narrow linewidth tunable laser product line this month, it had been difficult to find any criticism given…
25G Laser Shortage
We have been told that there is going to be a worldwide shortage of 25G lasers in the coming two years, supposedly due to not…
The Guts of the CFP2
For the next generation of 100G coherent line interface form factor CFP2, will it be a split implementation — analog CFP2 and separate digital DSP…
Silicon Photonics: Widespread Usage on Active Components Doubtful
While the amount of industry chatter about silicon photonics rose substantially in 2014, partially because of certain market research firms looking to sell more reports,…
Finisar Getting a Raw Deal with Silicon Photonics
When it comes to technology development, some of the leading analysts in the financial community have a tendency to blindly follow a template of conventional…
Finisar Should Play Hardball, Then Exit
Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to…
More 400G Insanity at ECOC
At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within…
Will Cisco Systems Rule DCI Market?
When Cisco Systems recently published the specifications of its Network Convergence System 1002 (NCS 1002), it theoretically could be called a Data Center Interconnection (DCI)…
