At the OFC 2019 Media/Analyst Luncheon – “Hot Topics in Data Center Optics: Emerging Standards/MSAs, Silicon Photonics, 400G and Beyond,” Bill Gartner, Vice President/GM Optical…
Category: Components
Lumentum Owns Basis of Oclaro Takedown
At OFC 2019, Lumentum Holdings finally acknowledged the principal rationale for purchasing Oclaro, by announcing the divestiture of the data communications transceiver (TX) product line…
Microsoft’s “Heat Check”
In basketball, when a player, who has been hot in a game in making several three-point shots in a row, which is within that person’s…
OFC 2019: Nine Additional Odds and Ends
Before getting to the subject of this article, I need to point out the most significant and outstanding event at OFC: Mitch Fields at the…
Juniper’s SiPh: Reductio ad Absurdum
Now Juniper Networks has joined Intel and Cisco Systems in offering 100G data communications transceivers (TXs), in which margins are awfully tough, if not unfeasible…
Rockley Headship Legacy: SiPh Hangover
Rockley Photonics’ founder and CEO, Andrew Rickman, could never seem to escape dealing with Silicon Photonics (SiPh) throughout his ventures over the years, paradoxically, representing…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
400GbE Modules: Forecasting 2025 vs 2020
What exactly is a “real” client-side 400G device? We can certainly count on many marketing folks, and just about all research firms to define it…
Cisco/Acacia: Influence of Group Denial
Although Acacia Communications was at the optimal point to exit the DSP merchant space, the split second after the announcement of the Cisco Systems takeover,…
Infinera’s “Tellabsation”: Back to the Future
Regular followers of fibeReality’s separate, quick-update blog were able to read our latest take on Infinera, as we stated: “We view the messaging [on its…
