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…
Category: Interoperability
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…
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…
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…
Infinera Apparently Won’t Neutralize XTM
After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense…
24 Tough Queries for Vendors/Users at ECOC 2018
Unfortunately, this writer will be unable to be in Rome, as I will be attending a much happier, personal event later in the week. fibeReality…
“Fireworks” at OFC SDN Controller Panel
Please be sure you hang around long enough next week at OFC 2019 to watch a unique, exciting debate during the panel of “How Centralized…
OFC 2019: Nine Additional Odds and Ends
Before getting to the subject of this article, I need to point out the most significant and outstanding event at OFC: Mitch Fields at the…
SDN: Prolongation of Past Panacea Parade
Although SDN proponents are most known for advocating separate Control (C) and Data (D) planes as an abstraction layer, and some have referred to it…
Infinera’s “Tellabsation”: Back to the Future
Regular followers of fibeReality’s separate, quick-update blog were able to read our latest take on Infinera, as we stated: “We view the messaging [on its…
