On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along…
Category: Interoperability
ADVA Should Look at Buying Xtera
ADVA Optical Networking’s CEO mentioned that it “is considering a ‘larger deal [than the Time4 Systems purchase] more in the mid-term’ that could give it…
Optical Line Interoperability Illusion
Although Microsoft and others have been discussing the notion of an Open Line System (OLS) to provide standardization with long-haul and metro equipment, there is…
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…
Reactions to Ciena Based on Elusive Credibility Factor?
A recent blog article on Light Reading gets into whether the initial backlash on the Street against Ciena was justified based on the past quarterly…
Infinera’s PIC Challenge
Although Infinera has always touted its unique Photonic Integrated Circuit (PIC) technology as a major differentiator in the optical systems market, any advantages to this…
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…
Data Center Interconnect Space: Rife with Out-of-Whack Expectations
When it comes to projections in any optical space that has not reached a high level of maturity, a large percentage of stock and technology…
Microsoft’s Enduring Google Envy
Quite a few articles have been written over time about the jealousy suffered by Microsoft over Alphabet’s Google, but they have not really addressed that…
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…
