As fibeReality addressed in a recent article, “12 Aftershocks From Cisco-Acacia Quake,” one of the optical suppliers, which will experience the negative effects the longest,…
Category: M&A
Finisar: Agonizing Wait to Cultural Disaster
Some previous assumptions go out the window, and certain, subsequent actions make greater sense, with our current understanding that Finisar’s destiny was out of the…
Throwing Down the Gauntlet at ECOC 2019
On our second blog, it was mentioned that fibeReality tried to get formal confirmation on the coming death of COBO as well as challenged the…
Lumentum: Cloistered Management Method
In the early 1980s, the concept of “Management By Walking/Wandering Around” or MBWA reached the height of its acceptance as an effective means of remaining…
II-VI: Ordinary “Intel” of Optoelectronics
During the firewall period, waiting for the merger with Finisar to be completely approved, from the CEO of II-VI, Chuck Mattera, people in the industry got the…
II-VI’s Gloomy Look Under Finisar’s Hood
In fibeReality’s opinion, irrespective of II-VI leadership’s original plans with its big merger, figuring out what to do with the mess that was left by…
Broadcom: Selective Focus on Transceivers
As fibeReality pointed out in a recent article, the counseling from Hock Tan, CEO of Broadcom, to his former executive on the wireless side of…
Inphi: Boosting Valuation for Later Exit
While fibeReality is unaware of the exact date of when Chuck Mattera, the CEO, of II-VI, negated the proposal to buy out Finisar’s IC group,…
Acacia: Frantically Grasping for a Miracle
In what seems to be a feverish attempt to extract itself from what may turn out to be one of the biggest exit blunders in…
Inphi: Ongoing Obsession with COLORZ Brand
In quasi-opposition to fibeReality’s sentiments regarding Inphi’s exceedingly defensive posture on COLORZ, resulting from a great deal of internal sensitivity to its lackluster sales of…
