The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
Category: Financial
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…
Juniper’s Impulsive BTI Acquisition
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…
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…
AIM Photonics Will Miss Target (Part I)
At “The Workshop on Integrated Photonics High Volume Packaging” that took place in Anaheim the week of OFC 2016, Thomas L. Koch, the Dean at…
AIM Photonics Will Miss Target (Part II) — Limited Job Creation
As we continue our critical look on the prospects of AIM Photonics, we will maintain our focus on the hurdles faced by this new organization.…
Acacia IPO Update: Still Pursuing Encore
In January, we first discussed Acacia Communications, which filed for its IPO confidentially in August of last year, and then rather quietly, but publicly, notified…
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…
