Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to…
Category: Components
More 400G Insanity at ECOC
At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within…
Will Cisco Systems Rule DCI Market?
When Cisco Systems recently published the specifications of its Network Convergence System 1002 (NCS 1002), it theoretically could be called a Data Center Interconnection (DCI)…
Finisar: De Facto Owner of VCSEL Space?
Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to…
Reactions to Ciena Based on Elusive Credibility Factor?
A recent blog article on Light Reading gets into whether the initial backlash on the Street against Ciena was justified based on the past quarterly…
Acacia Communications IPO: A Compelling Story?
The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
Optics’ Elephant in Room: Global Economy
We have discussed in the past how macroeconomic conditions are often ignored in assessing the future prospects for the telecom/datacom optical market, such as the…
100G Transceivers Below $3/Gig by 2017?
When giant data center owners started promoting $1 per gigabit transport a while back, the idea seemed ludicrous. Well, at least for optical transceivers, pricing…
Lumentum: Be Careful What You Wish For
Who could blame Lumentum Holdings for finding it desirable to move upstream in offering something close to full optical systems in order to generate higher…
Acacia IPO Update: Still Pursuing Encore
In January, we first discussed Acacia Communications, which filed for its IPO confidentially in August of last year, and then rather quietly, but publicly, notified…
