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…
Category: White Boxes
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…
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…
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: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
