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Category: Data Centers

New M&A Types of Players In Optics

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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…

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Data Centers Moving to “Sweat” Shops

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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…

Continue reading Data Centers Moving to “Sweat” Shops

Cyberattacks: Lower Bandwidth Growth Rates?

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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…

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25G Laser Shortage

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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…

Continue reading 25G Laser Shortage

A Kaiam Strategic Partner: Google?

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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…

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Telecom Analytics With Bad Data?

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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…

Continue reading Telecom Analytics With Bad Data?

AT&T’s Neutrality Reply a Red Herring

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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…

Continue reading AT&T’s Neutrality Reply a Red Herring

Mellanox’s Messaging Resonance Not Key to Success

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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.…

Continue reading Mellanox’s Messaging Resonance Not Key to Success

Nokia/AlcaLu Optical: Mixed Bag at Best

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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…

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Infinera’s Lumentum Band-Aid

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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…

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