With Oclaro in a waiting game, as China must provide antitrust regulatory approval for Lumentum’s acquisition, and although fibeReality senses that that some people at…
Category: Transceivers
CFP2-ACO Modules: Lingering Cash Cow
In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the…
400G: Impulse to View Rate in a Vacuum
At ECOC this week, the aspect that will almost assuredly not come across is that large optical component firms have to be asking themselves whether…
NeoPhotonics: A Rationale for a Resurgence
Ever since the last optical boom in China, it has been easy to be critical about NeoPhotonics concerning limitations for growth in its traditional space…
Intel Renews Hyperscale Optic Machination
According to fibeReality’s newest intelligence, we have never been more persuaded that Intel is selling optical components to hyperscale data center operators below cost, while…
Verizon Wireless: 5G Home Subterfuge
In some ways, Verizon has a worse credibility situation in the short term with its current emphasis on residential applications for 5G, than what happened…
Nokia’s Unchanged Strategy to Exit Optics
Even prior to closing the deal, Nokia Networks’ purchase of Alcatel-Lucent surrounded the former contemplating divesting the submarine optics division of the latter. The major…
II-VI: Disentangling Finisar at Both Ends
While there was initially hope on the part of at least some executives at Finisar with the new corporate leadership, it left a lot to…
3DS VCSEL Race to the Bottom/Potpourri
Even as engineering capital and talent are being pulled out of the traditional optical transceiver space (once more, it is difficult to blame these vendors…
Mellanox: Dreadful Timing on “SiPh” Halt
The day after it became public that Mellanox Technologies’ biggest shareholder, Starboard Value, sent a letter along with slides to the CEO and the Board…
