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…
Category: Open Line Systems
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…
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…
Infinera’s Biggest Concern is Ciena
A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products,…
Nokia Directionless in Optics Space
An industry observer might ask a Nokia executive about its plans for 400G and there is a good chance that the response is more likely…
Infinera’s Lumentum Band-Aid
In a Light Reading article, its Editor-in-chief wrote: “Eager to bask in the ‘open networking’ sunshine that has given the switch and router fraternity a…
Let Huawei and ZTE in US Optical Market
Service providers carrying US federal government communications, including submarine networks that are not based in the country, should be allowed to purchase optical systems from…
Bastardization of “All-IP” by Orange?
The marketization and politicizing of science can result in dire consequences, such as in environmental matters. While the ramifications may be less important in communications,…
Infinera’s Last Ditch: Infinity and Beyond
With the full realization by industry analysts, some of whom initially drank the Kool-Aid, that the potential for Infinera significantly penetrating the metro optical market…
Lumentum: Be Careful What You Wish For
Who could blame Lumentum Holdings for finding it desirable to move upstream in offering something close to full optical systems in order to generate higher…