For a while (we mentioned a cloud bubble for components in April, 2015), fibeReality has been discussing the idea of a collapsing optical ecosystem principally…
Category: Passive Devices
Ciena Can Get Away With 400G Puffery
Ingrained in the “Nortel” legacy in high-end optics at Ciena is the obsession to jump to the next bit rate as soon as possible, at…
Finisar: New VCSEL Opportunities Possible
In June, this writer was honored to be a keynote speaker at EPIC’s meeting on “Singlemode vs Multimode Communication” in Kessel-Lo, Belgium. Our preliminary judgement…
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…
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…
Tibit: Last “Telecom Valley” Optic Hurrah
Over the years, nobody can deny that some of the most prominent “Petaluma Telecom Valley” entrepreneurs/engineers were courageous in taking on the huge, technological challenges,…
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,…
