As Alphabet’s Google delights in the decision by the three-judge panel of the U.S. Court of Appeals for the District of Columbia upholding the FCC’s…
Category: Financial
EU Split Could Help Optical Space
Despite all of the unnecessary commotion and unjustified delirium of panic resulting from the Brexit referendum, we hope that it will lead to the dismantlement…
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…
Acacia’s Valuation: The Street’s Cruel Joke
While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes…
Nokia Directionless in Optics Space
An industry observer might ask a Nokia executive about its plans for 400G and there is a good chance that the response is more likely…
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…
Acacia Will Likely Push 400G DSP
The message that the Street may be going way overboard with Acacia Communications’ valuation, let alone its new secondary offering, may be beginning to resonate.…
