What happens to Tail-f and to all of its customers after the acquisition by Cisco? Do those customers have to find a new partner? Will…
Category: Financial
Silicon Photonics: Widespread Usage on Active Components Doubtful
While the amount of industry chatter about silicon photonics rose substantially in 2014, partially because of certain market research firms looking to sell more reports,…
A Kaiam Strategic Partner: Google?
Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think…
Intel Behind $200M Photonics Competition?
The US government did not call it a “silicon photonics contest.” Perhaps the federal funding for this new Institute for Manufacturing Innovation (IMI) would permit Intel…
OpSIS’ Demise: Politically Incorrect Si Photonic Wafers
This past July, OpSIS announced that the program funding its core operations for silicon photonic Multi-Project Wafers (MPWs) had ended and that it would cease…
Telecom Analytics With Bad Data?
On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along…
New M&A Types of Players In Optics
In recent weeks, there has been a flurry of acquisition activity with three optical component companies being purchased by non-traditional kinds of acquirers, particularly players…
Finisar Buyout of JDSU’s CCOP Inevitable?
Simply by a process of elimination, it is difficult to foresee any other player besides Finisar being interested in purchasing JDSU’s planned spinoff of its…
Cisco: Buyer of Potential Finisar-JDSU Combo?
If Finisar purchases JDSU’s CCOP division, would a systems integrator be interested in buying the combination? Unquestionably, there have been rumors in the past that…
No Blowback from Neophotonics Pickup
Before the closing of its deal for Emcore’s narrow linewidth tunable laser product line this month, it had been difficult to find any criticism given…
