Although still considered a REIT play by the investment community, Crown Castle made a bold change in its corporate strategy to become a full-service provider,…
Category: Passive Devices
Arris + CommScope = Another M&A Decoy
An industry observer is expected to believe that CommScope, which was on the record at Investor Day, several months before the announcement of the merger…
Silicon Photonics: Widespread Usage on Active Components Doubtful
While the amount of industry chatter about silicon photonics rose substantially in 2014, partially because of certain market research firms looking to sell more reports,…
Microsoft/Facebook Will Never Deploy Co-Packaged Optics as Defined
Co-Packaged Optics (CPO) is a serious risk to the well-being of the photonics industry, which can ill-afford the expenditure of such valuable resources. The concept…
Sumitomo’s Datacom VCSELs: Saving Face
Despite being a data communications module producer, Sumitomo’s purchase of Emcore’s VCSEL business in 2012 was a mistake. The former did not really know what…
Additional Upshots at Dublin Optics Show
As a complementary piece to our last article, “Throwing Down the Gauntlet at ECOC 2019,” we provide some other final thoughts on the conference, including…
COBO: Mismanaging One Person’s Power
At OFC 2019, this writer happened to be sitting next to an analyst, who is with what is officially considered, by certain people in the…
Google Fiber Won’t Ever Confess Motives
“It’s clear that Google Fiber’s presence in Louisville led other providers to step up and increase investment in Louisville, and that was good news for…
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…
Microsoft’s “Heat Check”
In basketball, when a player, who has been hot in a game in making several three-point shots in a row, which is within that person’s…