Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think…
Category: Private Equity
Coriant: Market Perils on Investment in Distressed Assets
There can be a fundamental problem when private equity firms buy up companies in a depressed condition in that the overwhelming desire to sell off…
Coriant Not Culturally a High-End Leader
Although there is a lot of significance in certain quarters being attached to AT&T’s trial of Coriant’s 400G system (as we recently pointed out on…
Xtera’s New CFO May be Its Only Hope
Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements,…
Finisar Execs Should Get Out Now
While the CEO of Finisar has been associated with the company for over 25 years, the average time that the rest of the executive management…
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…
100G Will Remain Dominant for Decades
The understatement of the first half century involving optics may have come from a Ciena executive at the Deutsche Bank Technology Conference in September 2016:…
Finisar/Oclaro: Nearsighted Beyond 4x50G
As with fibeReality, both Finisar and Oclaro have problems foreseeing 400GbE in any meaningful way in the anticipatable time ahead. While each is more than…
Acacia: Frantically Grasping for a Miracle
In what seems to be a feverish attempt to extract itself from what may turn out to be one of the biggest exit blunders in…
