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: Subsystems
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…
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…
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…
II-VI & Lumentum: Struggle for Horizontal Integration Supremacy
A little over a year ago, this writer made a presentation to an audience of mainly CTOs and CEOs that the maturation of the traditional…