Our company is always inclined to look towards historical precedent for guidance, and electronics have continually been leveraged throughout the years to bail out optics,…
Category: PAM-4
Avago’s Spinoff of Optics in Short Term?
While for now, Avago Technologies will be preoccupied with the immense and time-consuming effort of its integration process with Broadcom, not too long afterwards, it…
Inphi a Threat to InnoLight or Kaiam?
Once again, we have a natural affinity for the proposition of taking advantage of electronics, such as higher order modulation, to better enable optics by…
Silicon Photonics’ Shift: Still Cost/Loss Issues
The lead article in the September 1969 issue of the Bell System Technical Journal was written by Stewart E. Miller, entitled “Integrated Optics: An Introduction,”…
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…
Inphi/ClariPhy: Solider Acquisition Aspirant
fibeReality believes that the factor that makes Inphi the most attractive as a buyout candidate is its recent purchase of ClariPhy Communications. With PAM4 technology…
Inphi Could Not Resist Hyperscale Vortex
fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction…
$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…
MACOM and Fabrinet: Sound of Silence
On our daily market perspectives page, we have been discussing the mystery surrounding the lack of discussion on Amazon at public events involving MACOM Technology…
Inphi’s 100G DSP: Another Blow to Acacia
As usual, when a vendor, such as Inphi, makes a series of announcements on products or on R&D direction, the bulk of the attention is…
