We have been pondering the question of what happens when emerging optical component vendors, being financed by mega-data center operators to achieve the lowest cost…
Category: IPO
Inphi a Threat to InnoLight or Kaiam?
Once again, we have a natural affinity for the proposition of taking advantage of electronics, such as higher order modulation, to better enable optics by…
Xtera IPO an Act of Desperation?
Apparently, Xtera Communications’ desire to exit the optical business can no longer be characterized at all as graceful, but as somewhat frantic. There had been…
Acacia Communications IPO: A Compelling Story?
The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
Acacia IPO Update: Still Pursuing Encore
In January, we first discussed Acacia Communications, which filed for its IPO confidentially in August of last year, and then rather quietly, but publicly, notified…
Google Hoisted by Its Own Petard
As Alphabet’s Google delights in the decision by the three-judge panel of the U.S. Court of Appeals for the District of Columbia upholding the FCC’s…
New Optical Ecosystem at Jabil
After over 15 years of both optical component and system suppliers struggling to generate meaningful margins in the telecom and data communications market, it may…
Acacia’s Valuation: The Street’s Cruel Joke
While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes…
Acacia Will Likely Push 400G DSP
The message that the Street may be going way overboard with Acacia Communications’ valuation, let alone its new secondary offering, may be beginning to resonate.…
Acacia’s Bridge Too Far
The photo associated with this article shows the Arnhem John Frost bridge in the Netherlands, which became really famous with the 1977 epic film, A…
