As usual, when a vendor, such as Inphi, makes a series of announcements on products or on R&D direction, the bulk of the attention is…
Category: M&A
Oclaro Showcasing Itself for M&A
While it is quite possible that there have been recent discussions between Finisar and Oclaro about a merger, Greg Dougherty seems to be taking the…
Fabrinet’s Mad Rush to Product Diversity
fibeReality predicted a year ago that Huawei Technologies would start producing new types of optical components in-house, which evidently was substantiated in a news report…
Mellanox: Dreadful Timing on “SiPh” Halt
The day after it became public that Mellanox Technologies’ biggest shareholder, Starboard Value, sent a letter along with slides to the CEO and the Board…
Finisar: An Attack Plan vs Broadcom
Will Finisar engage in all of this development work on VCSEL bare die in its new fab in Texas just to take advantage of it…
Lumentum + Oclaro: Ecosystem/Profit Bust
For a while (we mentioned a cloud bubble for components in April, 2015), fibeReality has been discussing the idea of a collapsing optical ecosystem principally…
Infinera/Coriant: A Survival Gimmick
Despite Infinera’s claims of significant integration between the two product lines, its purchase of Coriant is really about the continuing shortcomings of its PIC strategy,…
Ciena/Packet Design: First-Rate Acquisition
While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move.…
Finisar Could be Telegraphing 5G Fronthaul Gear
fibeReality is aware of some speculation that Finisar’s CEO, Michael Hurlston, was supposedly brought in to build up the 3D-sensing business in order to sell…
Cisco Systems’ Optics Pastime
It all began for Cisco Systems last century during the bubble with its purchase of Cerent for a whopping amount of money, as it was…
