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Category: Modules

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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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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CFP2-ACO Modules: Lingering Cash Cow

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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…

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Ciena: ZTE Will Be Pursuing Retribution

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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…

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Intel Renews Hyperscale Optic Machination

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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…

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400G: Impulse to View Rate in a Vacuum

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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…

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Inphi Could Not Resist Hyperscale Vortex

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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…

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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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