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…
Category: Open Line Systems
AT&T’s “Open ROADM”: More Skepticism
In defiance of AT&T’s uniquely leviathan network involving layers of infrastructure built over many years, the service provider continues to promote further leading-edge concepts that…
Ciena’s New Obsession with Vertical Integration
Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from…
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…
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…
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…
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…
Nokia’s Unchanged Strategy to Exit Optics
Even prior to closing the deal, Nokia Networks’ purchase of Alcatel-Lucent surrounded the former contemplating divesting the submarine optics division of the latter. The major…
Acacia’s Narrow Option Down Food Chain
For a while, we have been addressing the matter of what Acacia Communications can do for an encore with its DSP business. Despite Acacia introducing…
Infinera/Coriant: On Capping Installed Base
We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of…
