Over the last week, those individuals following our second blog read that we were at least inclined to dismiss several narratives making the rounds, including:…
Category: Components
Acacia Casualty: Back to Si Photonics Hype
In addition to the start of out-of-whack valuations for optical component companies resulting from the convergence of two massive market forces, the initial overexcitement about…
AOI’s Stabilizer is 40G
Since the beginning of the arrival of the 40G data rate, there has been a consistent mantra in the industry of its impending decline and…
MACOM’s Aggrandizement of Optical Space
After recently discussing Acacia Communication’s seemingly compelled retreat to a level further down on the food chain, MACOM Technology Solutions Holdings, which has products that…
Ciena: Fast and Loose with Its Valuable IP
According to our Clash of Optical Component Vendors & Technologies in Data Center Networks report published several months ago: “Ciena, [like] Nokia, highly prizes its…
Lumentum and Oclaro: Back to the Future
Followers of fibeReality’s blog on LinkedIn, which received several updates each of the five days at OFC 2017, were able to read the rather profound…
100G PSM4 Pricing at $2/Gig and Lower
At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable…
Applied Optoelectronics’ Freneticism
AOI’s major hyperscale data center customers are undoubtedly sitting back and enjoying the vendor’s frantic activity in making heroic efforts to cut its manufacturing costs…
MACOM and Fabrinet: Sound of Silence
On our daily market perspectives page, we have been discussing the mystery surrounding the lack of discussion on Amazon at public events involving MACOM Technology…
Finisar-Oclaro Merger Very Plausible Now
In the past, we would have thought at least twice about Finisar buying Oclaro, given the less than stellar experience the former had earlier in…
