fibeReality understands that a partial reason for the Street hitting Lumentum so hard several days ago was a note from CLSA that Apple is designing…
Category: VCSELs
Apple: 3DS VCSEL Learning Curve Edge
While fibeReality continues to see downsides for the 3D-Sensing (3DS) VCSEL component suppliers, themselves, Apple’s two-year head-start over any other company in the world in…
II-VI: Disentangling Finisar at Both Ends
While there was initially hope on the part of at least some executives at Finisar with the new corporate leadership, it left a lot to…
Finisar Gives II-VI Design Arm to Apple
In fibeReality’s last blog piece we stated that Apple “had benefitted from its association with…technologists, [including those that have been part of Finisar’s 3DS (3D…
Suggested Texas VCSEL Strategy for II-VI
fibeReality has recently expressed its point of view that the II-VI-Finisar merger only really seems to makes sense in the context of Apple’s understandable concern…
Lumentum: Six-Inch VCSEL Retrospective
In view of fibeReality’s latest analyses which demonstrate the essential role that VCSEL wafers are planned to play in future product designs of all kinds…
3DS VCSEL Race to the Bottom/Potpourri
Even as engineering capital and talent are being pulled out of the traditional optical transceiver space (once more, it is difficult to blame these vendors…
Finisar: Recourse in Hyperscale Space
During the Q&A session at the OIDA Executive Forum two years ago, this writer asked a Microsoft executive whether his company, was being too clever…
$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…
