“The FCC’s chairman “said that he doesn’t see a role for the FCC in reviewing Verizon’s…recent proposed acquisition of AOL….’ I don’t think AOL has…
Category: M&A
To Infinera: Let Transmode Run as Freely as Possible
Infinera would be better off allowing Transmode Systems to operate as an independent division than to integrate it much into its own corporation. Despite all…
Ciena’s Last Chance to Fulfill Its Destiny
Ciena beat the overwhelming odds as a startup in the 1990s to become the most dominant optical system vendor in the global telecom space. However,…
Avago’s Spinoff of Optics in Short Term?
While for now, Avago Technologies will be preoccupied with the immense and time-consuming effort of its integration process with Broadcom, not too long afterwards, it…
ADVA Should Look at Buying Xtera
ADVA Optical Networking’s CEO mentioned that it “is considering a ‘larger deal [than the Time4 Systems purchase] more in the mid-term’ that could give it…
AT&T/DirecTV: Epitome of Bellhead Ploy
While the industry narrative continues to push the illogical idea that AT&T is leading the pack internationally as a transformational player, the operator has seemed…
Infinera Needs Dose of Humility Such as With Metro
Despite its long-term survival being a question mark only a few years ago as principally a long-haul player, Infinera fancies itself as now being positioned…
Finisar: De Facto Owner of VCSEL Space?
Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to…
Reactions to Ciena Based on Elusive Credibility Factor?
A recent blog article on Light Reading gets into whether the initial backlash on the Street against Ciena was justified based on the past quarterly…
Nokia/AlcaLu Optical: Mixed Bag at Best
While an alternate universe continues to exist regarding discussion over radical changes and transformations occurring in the datacom/telecom realm, the number of genuinely major new…
