A few years ago, fibeReality wrote: “We believe that historically, [Ciena] has had a penchant for readily transitioning to the strategies and philosophies of executives,…
Category: Data Centers
SDN: Prolongation of Past Panacea Parade
Although SDN proponents are most known for advocating separate Control (C) and Data (D) planes as an abstraction layer, and some have referred to it…
Rockley Headship Legacy: SiPh Hangover
Rockley Photonics’ founder and CEO, Andrew Rickman, could never seem to escape dealing with Silicon Photonics (SiPh) throughout his ventures over the years, paradoxically, representing…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
400GbE Modules: Forecasting 2025 vs 2020
What exactly is a “real” client-side 400G device? We can certainly count on many marketing folks, and just about all research firms to define it…
Cisco/Acacia: Influence of Group Denial
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,…
Infinera’s “Tellabsation”: Back to the Future
Regular followers of fibeReality’s separate, quick-update blog were able to read our latest take on Infinera, as we stated: “We view the messaging [on its…
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…
Tibit: Last “Telecom Valley” Optic Hurrah
Over the years, nobody can deny that some of the most prominent “Petaluma Telecom Valley” entrepreneurs/engineers were courageous in taking on the huge, technological challenges,…
COBO: Mismanaging One Person’s Power
At OFC 2019, this writer happened to be sitting next to an analyst, who is with what is officially considered, by certain people in the…
