As we will demonstrate on an OFC 2015 panel, the data center VCSEL market will remain healthy for an extremely long time, especially in terms…
Category: Financial
Monetizing Older Networks: An Overreach?
Although one of the most thought-provoking panels at OFC 2015 will be on the monetization of optical networks, which will include seasoned experts who are…
Would Nokia Sell AlcaLu’s Optical Landline Business?
A few years ago, Nokia decided to unload NSN’s optical networks division to focus more on the wireless sector. Now, with the proposed acquisition of…
Ciena Probably Overpaying for Cyan
A prima facie case can be made that the $400 million price tag on Cyan is out of line. In effect, Ciena should have problems…
Avago/Emulex/Broadcom: Storage Target; Impact on Finisar
With the acquisitions of Emulex and Broadcom, Avago Technologies is clearly shifting more of its focus from the less appealing optical components space to the…
Verizon/AOL: Bypassing Title II with New Internal Infrastructure?
“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…
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…
InnoLight IPO: Google’s Vertical Integration Without a Mess
We have been pondering the question of what happens when emerging optical component vendors, being financed by mega-data center operators to achieve the lowest cost…
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…
