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…
Category: Modules
Acacia Will Likely Push 400G DSP
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.…
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…
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…
Co-Packaged Optics on Trial
Recently, fibeReality has written about the latest catchphrase in the optics space, co-packaged optics, and mentioned the potential challenges with expense and yield, as well…
Microsoft’s Flatter Data Center Difficulty
Despite the greater efficiency of the newer networks of the hyperscalers, as their infrastructure continues to grow in size, they will gradually start grappling with…
Inphi’s COLORZ: New Buyer Constrictions
Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the…
AOCs: Unappealing Choice Up to 30 Meters
Assuming Microsoft goes ahead with a proposed project of a flattened switch architecture in its data centers, the use of Active Optical Cables (AOCs) for…
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…
