Our initial thoughts on Insight Infinera 2016, as outlined on our LinkedIn fibeReality page over a week ago, was partially that “time will unlikely be…
Category: Data Centers
Finisar Execs Should Get Out Now
While the CEO of Finisar has been associated with the company for over 25 years, the average time that the rest of the executive management…
Optical “Supercycle” Farce
In one our recent LinkedIn fibeReality page updates, we pointed out: “How can the [optical supercycle] term be used when one of the biggest vendors,…
Metro 100G “Heresy”
In a 2015 post discussing an OFC presentation of a well-known engineer in the business, titled “ROADMs Instead of Metro 100G Systems?”, the response from…
Ciena Should Buy ADVA
While the ex-Nortel contingent, which has dominated the direction of Ciena in recent years, would almost assuredly be opposed to the idea because it would…
Inphi/ClariPhy: Solider Acquisition Aspirant
fibeReality believes that the factor that makes Inphi the most attractive as a buyout candidate is its recent purchase of ClariPhy Communications. With PAM4 technology…
Singapore: GlobalFoundries/Coherent/Poet
As a delegate to the EPIC mission to Singapore, this writer was impressed by the entrepreneurial enthusiasm, work ethic, and exceptional hospitality of the people…
Lumentum and the Problem with Hubris
At least up until recently with the China boom, which has subsided for now, the extraordinary challenges in being an optical transceiver supplier have become…
$2B AOI Cap Worse Than Old $3B Acacia
While we would find it impossible to ever recommend securities of any kind because of the irrational ups and downs of the prices, we have…
Oclaro’s Limited Options?
Regular followers of our other blog were able to read the recent article, “Oclaro’s Possible Mistake,” in which we stated: “While we have been very…
