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Category: Financial

Impact of Cisco Systems’ Purchase of Tail-f?

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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…

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Silicon Photonics: Widespread Usage on Active Components Doubtful

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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,…

Continue reading Silicon Photonics: Widespread Usage on Active Components Doubtful

A Kaiam Strategic Partner: Google?

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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…

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Intel Behind $200M Photonics Competition?

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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…

Continue reading Intel Behind $200M Photonics Competition?

OpSIS’ Demise: Politically Incorrect Si Photonic Wafers

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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…

Continue reading OpSIS’ Demise: Politically Incorrect Si Photonic Wafers

Telecom Analytics With Bad Data?

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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…

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New M&A Types of Players In Optics

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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…

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Finisar Buyout of JDSU’s CCOP Inevitable?

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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…

Continue reading Finisar Buyout of JDSU’s CCOP Inevitable?

Cisco: Buyer of Potential Finisar-JDSU Combo?

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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…

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No Blowback from Neophotonics Pickup

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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…

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