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Category: Modules

Acacia’s Valuation: The Street’s Cruel Joke

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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…

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Acacia Will Likely Push 400G DSP

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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.…

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Acacia’s Bridge Too Far

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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…

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Inphi/ClariPhy: Solider Acquisition Aspirant

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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…

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Fabrinet: Nuggets Search in Optics Mess

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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…

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Co-Packaged Optics on Trial

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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…

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Microsoft’s Flatter Data Center Difficulty

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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…

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Inphi’s COLORZ: New Buyer Constrictions

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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…

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AOCs: Unappealing Choice Up to 30 Meters

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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…

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Nokia Networks is a Wireless Firm — Period

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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…

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