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: M&A
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,…
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…
Bullish on 850nm VCSELs; Avago Selling VCSEL Components
As we will demonstrate on an OFC 2015 panel, the data center VCSEL market will remain healthy for an extremely long time, especially in terms…
Would Nokia Sell AlcaLu’s Optical Landline Business?
A few years ago, Nokia decided to unload NSN’s optical networks division to focus more on the wireless sector. Now, with the proposed acquisition of…
Ciena Probably Overpaying for Cyan
A prima facie case can be made that the $400 million price tag on Cyan is out of line. In effect, Ciena should have problems…
Avago/Emulex/Broadcom: Storage Target; Impact on Finisar
With the acquisitions of Emulex and Broadcom, Avago Technologies is clearly shifting more of its focus from the less appealing optical components space to the…
