After the initial news report that Cisco Systems was working on an agreement to acquire Luxtera, most people in the industry, who had a least…
Category: M&A
Muse CenturyLink-T-Mobile-Sprint Combo
Why would Sunit Patel, who has been the loyal enabler of Level 3, particularly with his expertise in debt refinancing, now part of CenturyLink, be…
Arris + CommScope = Another M&A Decoy
An industry observer is expected to believe that CommScope, which was on the record at Investor Day, several months before the announcement of the merger…
Verizon Retains “Oath” of Fealty to Itself
The “Oath” division of the most inventive, incumbent ISP on the planet, including the design of a long-haul network, which is as “future-proof” as humanly…
ADVA: Next Optics Dynamo in NA
The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of…
Ciena and Ericsson: The Virtualized Merger
The “Nortelization” process at Ciena started several years before the supplier actually bought Nortel Networks’ assets. Former Nortel executives slowly worked their way into the…
CenturyLink/Zayo: Verizon’s Forewarning
While Verizon’s first-mover position with 5G wireless in the US will offer many advantages, including a locality just simply wanting to avoid the negative aesthetics…
Lumentum Owns Basis of Oclaro Takedown
At OFC 2019, Lumentum Holdings finally acknowledged the principal rationale for purchasing Oclaro, by announcing the divestiture of the data communications transceiver (TX) product line…
Juniper’s SiPh: Reductio ad Absurdum
Now Juniper Networks has joined Intel and Cisco Systems in offering 100G data communications transceivers (TXs), in which margins are awfully tough, if not unfeasible…
Infinera: Plausibility for Cautious Optimism
After so many years of a stubborn, false narrative that its PICs provided a true-cost advantage, without acknowledging their technological drawbacks, including that their optimal…
