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Category: Transceivers

The Guts of the CFP2

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For the next generation of 100G coherent line interface form factor CFP2, will it be a split implementation — analog CFP2 and separate digital DSP…

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Silicon Photonics: Widespread Usage on Active Components Doubtful

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While the amount of industry chatter about silicon photonics rose substantially in 2014, partially because of certain market research firms looking to sell more reports,…

Continue reading Silicon Photonics: Widespread Usage on Active Components Doubtful

Finisar Getting a Raw Deal with Silicon Photonics

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When it comes to technology development, some of the leading analysts in the financial community have a tendency to blindly follow a template of conventional…

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Absurdity of Stressing Metro 100G Now

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A couple of financial analysts have been touting Ciena as the expected big winner for a future contract for a large 100G metro project at…

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100G Transceivers Below $3/Gig by 2017?

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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…

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Finisar Execs Should Get Out Now

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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…

Continue reading Finisar Execs Should Get Out Now

Juniper’s Aurrion Buyout: Tech Nightmare?

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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…

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Acacia IPO Update: Still Pursuing Encore

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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…

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Optics’ Elephant in Room: Global Economy

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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…

Continue reading Optics’ Elephant in Room: Global Economy

Acacia Communications IPO: A Compelling Story?

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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…

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