A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products,…
Category: DCI
Nokia Directionless in Optics Space
An industry observer might ask a Nokia executive about its plans for 400G and there is a good chance that the response is more likely…
Acacia’s Valuation: The Street’s Cruel Joke
While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes…
Reactions to Ciena Based on Elusive Credibility Factor?
A recent blog article on Light Reading gets into whether the initial backlash on the Street against Ciena was justified based on the past quarterly…
Acacia Communications IPO: A Compelling Story?
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…
Infinera’s PIC Challenge
Although Infinera has always touted its unique Photonic Integrated Circuit (PIC) technology as a major differentiator in the optical systems market, any advantages to this…
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…
Data Center Interconnect Space: Rife with Out-of-Whack Expectations
When it comes to projections in any optical space that has not reached a high level of maturity, a large percentage of stock and technology…
Juniper’s Impulsive BTI Acquisition
Regardless of a news report of a very low purchase price for BTI Systems, and despite Juniper Networks’ contention about the acquisition “not [being] a…
Ciena’s New Obsession with Vertical Integration
Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from…
