Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply…
Category: Components
Acacia’s Valuation: The Street’s Cruel Joke
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…
Acacia Will Likely Push 400G DSP
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.…
Acacia’s Bridge Too Far
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…
Finisar Execs Should Get Out Now
While the CEO of Finisar has been associated with the company for over 25 years, the average time that the rest of the executive management…
Inphi/ClariPhy: Solider Acquisition Aspirant
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…
Lumentum and the Problem with Hubris
At least up until recently with the China boom, which has subsided for now, the extraordinary challenges in being an optical transceiver supplier have become…
$2B AOI Cap Worse Than Old $3B Acacia
While we would find it impossible to ever recommend securities of any kind because of the irrational ups and downs of the prices, we have…
Oclaro’s Limited Options?
Regular followers of our other blog were able to read the recent article, “Oclaro’s Possible Mistake,” in which we stated: “While we have been very…
ADVA/MRV: Another Ecosystem Break
In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical…
