Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements,…
Category: IPO
$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…
Acacia Casualty: Back to Si Photonics Hype
In addition to the start of out-of-whack valuations for optical component companies resulting from the convergence of two massive market forces, the initial overexcitement about…
AOI: Lesson of Hyperscale Operators Trap
Although Applied Optoelectronics’ inevitable fall from grace was at least partially self-inflicted, the actual moral of the story has to do with the potential hazards…
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…
Zayo Had Sought to “Move Cups Around”
In fibeReality’s opinion, a kind of “shell game” seems to be conspicuously occurring at times in the telecommunications market, without always the precisely nefarious connotations…
