In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical…
Category: VCSELs
Lumentum Overtaken by Finisar at Apple?
When it comes to 3D-sensors, both Lumentum Holdings and Finisar are being gutsy in striving to make a tremendous amount of penetration, not only away…
100G PSM4 Pricing at $2/Gig and Lower
At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable…
Finisar: 3D-Sensing Opportunity in Context
As we pointed out in a recent blog post, Finisar’s potential for diversifying its VCSEL business into the smart phone business should not be characterized as…
II-VI & Lumentum: 6″ 3-D Sensor Fixations
There are apparently mutual types of obsessions regarding the state of the 3D-sensing businesses of II-VI and Lumentum Holdings, which raise seven serious questions: 1)…
Finisar-Oclaro Merger Very Plausible Now
In the past, we would have thought at least twice about Finisar buying Oclaro, given the less than stellar experience the former had earlier in…
Finisar/Oclaro: Nearsighted Beyond 4x50G
As with fibeReality, both Finisar and Oclaro have problems foreseeing 400GbE in any meaningful way in the anticipatable time ahead. While each is more than…
Lumentum: The Street’s Latest Sacred Cow
There was Infinera with the unflinching belief of the cost benefits of PICs (which in our opinion, was never proven), and being oblivious to a…
Finisar Versus Elitists
While Finisar is similar to other optical vendors in spinning market research analysts (who then tend to dutifully spew up the exact propaganda) and with…
Finisar: New Chip-Centric Frame of Mind
While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position…
