According to our Clash of Metro 100G Optical Vendors with Shifting Network Paradigm report: “As…the case with several of the…big Web 2.0 data center operators,…
Category: Optical Fiber
Higher Stakes with Web 2.0 Undersea Apps
One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks –…
100G PSM4 Pricing at $2/Gig and Lower
At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable…
Facebook: Co-Packaged Optics Conundrum
While we have recently pointed out that co-packaged optics will not be the great enabler of Silicon Photonics (SiPh), the concept of markedly shortening the…
Lumentum: Reorganizations Toward 3D Sensing Paradigm
A recent, unpublicized, corporate-wide reorganization by Lumentum Holdings might look like an admission of the company’s inability and/or unwillingness to efficiently run its internal factories…
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…
Crown Castle: Cornering Synergy Combos
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,…
Zayo Had Sought to “Move Cups Around”
In fibeReality’s opinion, a kind of “shell game” seems to be conspicuously occurring at times in the telecommunications market, without always the precisely nefarious connotations…
