The message that the Street may be going way overboard with Acacia Communications’ valuation, let alone its new secondary offering, may be beginning to resonate.…
Category: Modules
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…
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…
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…
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…
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…
Intel Renews Hyperscale Optic Machination
According to fibeReality’s newest intelligence, we have never been more persuaded that Intel is selling optical components to hyperscale data center operators below cost, while…
400G: Impulse to View Rate in a Vacuum
At ECOC this week, the aspect that will almost assuredly not come across is that large optical component firms have to be asking themselves whether…
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…
