In recent weeks, there has been a flurry of acquisition activity with three optical component companies being purchased by non-traditional kinds of acquirers, particularly players…
Category: Data Centers
Data Centers Moving to “Sweat” Shops
What is really happening in the greening of the data center? We are not seeing orders of magnitude reduction of power consumption. We are not seeing…
Cyberattacks: Lower Bandwidth Growth Rates?
Going back to 9/11, there began the realization that an attack on data center infrastructure would make a large corporation the most vulnerable – even…
25G Laser Shortage
We have been told that there is going to be a worldwide shortage of 25G lasers in the coming two years, supposedly due to not…
A Kaiam Strategic Partner: Google?
Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think…
Telecom Analytics With Bad Data?
On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along…
AT&T’s Neutrality Reply a Red Herring
While on the surface, it is commendable that a large player such as AT&T is taking on the US government on net neutrality, its response…
Mellanox’s Messaging Resonance Not Key to Success
Mellanox Technologies is a typical Israeli-based firm in the datacom/telecom space in that it excels at technology development, but not necessarily from a marketing/sales perspective.…
Nokia/AlcaLu Optical: Mixed Bag at Best
While an alternate universe continues to exist regarding discussion over radical changes and transformations occurring in the datacom/telecom realm, the number of genuinely major new…
Infinera’s Lumentum Band-Aid
In a Light Reading article, its Editor-in-chief wrote: “Eager to bask in the ‘open networking’ sunshine that has given the switch and router fraternity a…
