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Category: PAM-4

Optical PAM-4 Restricted to 500 Meters?

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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,…

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Avago’s Spinoff of Optics in Short Term?

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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…

Continue reading Avago’s Spinoff of Optics in Short Term?

Inphi a Threat to InnoLight or Kaiam?

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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…

Continue reading Inphi a Threat to InnoLight or Kaiam?

Silicon Photonics’ Shift: Still Cost/Loss Issues

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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,”…

Continue reading Silicon Photonics’ Shift: Still Cost/Loss Issues

Microsoft’s Enduring Google Envy

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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…

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Inphi/ClariPhy: Solider Acquisition Aspirant

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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…

Continue reading Inphi/ClariPhy: Solider Acquisition Aspirant

Inphi Could Not Resist Hyperscale Vortex

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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…

Continue reading Inphi Could Not Resist Hyperscale Vortex

$2B AOI Cap Worse Than Old $3B Acacia

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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…

Continue reading $2B AOI Cap Worse Than Old $3B Acacia

MACOM and Fabrinet: Sound of Silence

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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…

Continue reading MACOM and Fabrinet: Sound of Silence

Inphi’s 100G DSP: Another Blow to Acacia

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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…

Continue reading Inphi’s 100G DSP: Another Blow to Acacia

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