fibeReality expressed our point of view that if COBO ever happens, it would be in the form of Co-Packaged Optics (CPO). In our opinion, it…
Category: Open Line Systems
400GbE: Wakeup Call for Hyperscale Operators
When it comes to the critical development efforts for 400GbE, the big-four hyperscale data center operators do not appear to be doing much more than…
Infinera/Coriant: A Survival Gimmick
Despite Infinera’s claims of significant integration between the two product lines, its purchase of Coriant is really about the continuing shortcomings of its PIC strategy,…
Viavi Still Overshadowing Lumentum
Despite the evident busting of the optical ecosystem, many of the analysts on the Street apparently continue to hold a special place in their hearts…
Finisar: Recourse in Hyperscale Space
During the Q&A session at the OIDA Executive Forum two years ago, this writer asked a Microsoft executive whether his company, was being too clever…
Infinera: Doubling Down on Lost Cause
After bringing in an executive, who promotes to companies he will “lead a transformational charge to growth, profitability and long-term value,” in our opinion, the…
Ciena: Fast and Loose with Its Valuable IP
According to our Clash of Optical Component Vendors & Technologies in Data Center Networks report published several months ago: “Ciena, [like] Nokia, highly prizes its…
Infinera’s Crack at Quasi-Reconstruction
Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…
ADVA: Next Optics Dynamo in NA
The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of…
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…
