Unfortunately, this writer will be unable to be in Rome, as I will be attending a much happier, personal event later in the week. fibeReality…
Category: Components
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…
Infinera/Coriant: On Capping Installed Base
We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of…
NeoPhotonics: A Rationale for a Resurgence
Ever since the last optical boom in China, it has been easy to be critical about NeoPhotonics concerning limitations for growth in its traditional space…
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…
Apple Story of Shot Across Lumentum Bow
fibeReality understands that a partial reason for the Street hitting Lumentum so hard several days ago was a note from CLSA that Apple is designing…
Verizon Wireless: 5G Home Subterfuge
In some ways, Verizon has a worse credibility situation in the short term with its current emphasis on residential applications for 5G, than what happened…
Google: Objectives and Undesirable Results
In the past, fibeReality has addressed the matter that Google/Alphabet’s publicly stated objectives in getting into new businesses, including in the optical realm, need to…
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…
Debasement of Optical Market Research
In 1982, as a pre-law student at NYU, I walked into the office of employment leads at the university to see what jobs would be…
