Regardless of a news report of a very low purchase price for BTI Systems, and despite Juniper Networks’ contention about the acquisition “not [being] a…
Category: M&A
Ciena’s New Obsession with Vertical Integration
Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from…
Calix’s CEO Still at Top of His Game
Over the last 15 years or so, a lot of great executive talent has left the telecom/datacom optical space either because they made a killing…
Verizon Comes to Senses With XO Fiber
Late in 2015, Verizon was apparently considering a terribly reckless action involving ridding itself of its invaluable enterprise properties. The purchase of XO’s assets definitely…
Ciena as Chameleon
A principal, overriding theme of our past blog posts focusing on Ciena is that it has not maintained a consistent vision for its future. We…
Would Anyone Want to Buy Level 3?
Given the wealth of connections and contacts of a large corporation in the telecommunications industry, such as at Level 3 Communications, it is always extraordinary…
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…
Juniper’s Aurrion Buyout: Tech Nightmare?
Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply…
Ciena’s Incumbent Engineers Saved Firm
If Ciena’s CTO, Steve Alexander, been appointed CEO after Patrick Nettles stepped down from the position, the supplier would not have experienced the extreme vacillations…
If Verizon Has Vague Rationale, Think FCC
For Verizon, there has been the matter of a tremendous buildout of Fiber-to-the-Home (FTTH) infrastructure in the past, which was clearly cost prohibitive, or more…
