Although Acacia Communications was at the optimal point to exit the DSP merchant space, the split second after the announcement of the Cisco Systems takeover,…
Category: Cloud
Inphi: De Facto Merchant Coherent DSP Play
While the bulk of the analyst community in the optics space continues to engage in pandering on the Cisco Systems purchase of Acacia Communications, rather…
CPO Gaining on COBO Regarding Irrelevance
Notwithstanding the title of this article, a good number of optical suppliers, which want to do business with Microsoft, are likely to be too wary…
Cisco: Accelerating Pace Away from Systems
The critical reason for Cisco Systems’ elaborate dog and pony show focusing on its latest ASIC, Silicon One, appears to be the simplest one: to…
Inphi: Ongoing Obsession with COLORZ Brand
In quasi-opposition to fibeReality’s sentiments regarding Inphi’s exceedingly defensive posture on COLORZ, resulting from a great deal of internal sensitivity to its lackluster sales of…
Ciena’s Clash with Cannibalization at Webscale Operators: A New Report
Ciena is at an important inflection point involving its future strategy. Its biggest, near-term struggle right now seems to be in adequately responding to the…
Infinera: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
