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…
Category: Photonic Integration
Multicore Fiber: Just a Cool Design for Now
Research on MultiCore Fiber (MCF) was first conducted almost four decades ago. It is definitely a real and a cool technology, and a user could…
COBO’s Scheme: Odd Life/Demise Likely
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…
Ciena/Packet Design: First-Rate Acquisition
While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move.…
Cisco Systems’ Optics Pastime
It all began for Cisco Systems last century during the bubble with its purchase of Cerent for a whopping amount of money, as it was…
Oclaro: Waiting for the Other Shoe to Drop
With Oclaro in a waiting game, as China must provide antitrust regulatory approval for Lumentum’s acquisition, and although fibeReality senses that that some people at…
CFP2-ACO Modules: Lingering Cash Cow
In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the…
24 Tough Queries for Vendors/Users at ECOC 2018
Unfortunately, this writer will be unable to be in Rome, as I will be attending a much happier, personal event later in the week. fibeReality…
Infinera/Coriant: On Capping Installed Base
We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of…
Intel Renews Hyperscale Optic Machination
According to fibeReality’s newest intelligence, we have never been more persuaded that Intel is selling optical components to hyperscale data center operators below cost, while…
