As a delegate to the EPIC mission to Singapore, this writer was impressed by the entrepreneurial enthusiasm, work ethic, and exceptional hospitality of the people…
Category: Financial
USC Chair Claims It Takes a Village
Reporting from the OASIS6 Conference and Exhibition on Optics and Electro Optics in Tel Aviv, as part of the EPIC delegation to Israel, well-known professor,…
Major Pitfall in Financing Technology
When venture capitalists, angel investors, and other types of financiers are approached for funding they need to be aware that many corporate managers and engineers…
$2B AOI Cap Worse Than Old $3B Acacia
While we would find it impossible to ever recommend securities of any kind because of the irrational ups and downs of the prices, we have…
Oclaro’s Limited Options?
Regular followers of our other blog were able to read the recent article, “Oclaro’s Possible Mistake,” in which we stated: “While we have been very…
ADVA/MRV: Another Ecosystem Break
In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical…
Infinera’s Crack at Quasi-Reconstruction
Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…
Acacia Casualty: Back to Si Photonics Hype
In addition to the start of out-of-whack valuations for optical component companies resulting from the convergence of two massive market forces, the initial overexcitement about…
Infinera: No Way Out?
On Infinera’s last quarterly earnings call, a financial analyst asked: “Does Infinera make sense as a stand-alone business?” The response was somewhat contradictory in that R&D expenditures…
MACOM’s Aggrandizement of Optical Space
After recently discussing Acacia Communication’s seemingly compelled retreat to a level further down on the food chain, MACOM Technology Solutions Holdings, which has products that…
