Even prior to closing the deal, Nokia Networks’ purchase of Alcatel-Lucent surrounded the former contemplating divesting the submarine optics division of the latter. The major…
Category: Components
ADVA/ECI Merger? Hasty Knee-Jerk Effect
If a press account this past August was true that an ADVA Optical Networking-Coriant merger could not have been worked out, it may have been…
Apple: 3DS VCSEL Learning Curve Edge
While fibeReality continues to see downsides for the 3D-Sensing (3DS) VCSEL component suppliers, themselves, Apple’s two-year head-start over any other company in the world in…
II-VI: Disentangling Finisar at Both Ends
While there was initially hope on the part of at least some executives at Finisar with the new corporate leadership, it left a lot to…
Suggested Texas VCSEL Strategy for II-VI
fibeReality has recently expressed its point of view that the II-VI-Finisar merger only really seems to makes sense in the context of Apple’s understandable concern…
Lumentum: Six-Inch VCSEL Retrospective
In view of fibeReality’s latest analyses which demonstrate the essential role that VCSEL wafers are planned to play in future product designs of all kinds…
3DS VCSEL Race to the Bottom/Potpourri
Even as engineering capital and talent are being pulled out of the traditional optical transceiver space (once more, it is difficult to blame these vendors…
II-VI/Finisar: Security Over Specialization
fibeReality has decided to add to its initial thesis on what compelled II-VI to buy Finisar. As our title suggests, there have been a large…
Cisco/Luxtera: Loss Leader and Defensive Move
After the initial news report that Cisco Systems was working on an agreement to acquire Luxtera, most people in the industry, who had a least…
Arris + CommScope = Another M&A Decoy
An industry observer is expected to believe that CommScope, which was on the record at Investor Day, several months before the announcement of the merger…
