fibeReality recently published the article, “ADVA/ECI Merger? Hasty Knee-Jerk Effect,” in which we presented the case about the drawbacks of such a combination. While all…
Category: Photonic Integration
Inphi’s 100G DSP: Another Blow to Acacia
As usual, when a vendor, such as Inphi, makes a series of announcements on products or on R&D direction, the bulk of the attention is…
Infinera: Doubling Down on Lost Cause
After bringing in an executive, who promotes to companies he will “lead a transformational charge to growth, profitability and long-term value,” in our opinion, the…
Infinera/Coriant: A Survival Gimmick
Despite Infinera’s claims of significant integration between the two product lines, its purchase of Coriant is really about the continuing shortcomings of its PIC strategy,…
Infinera’s Crack at Quasi-Reconstruction
Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…
Acacia Casualty: Back to Si Photonics Hype
In addition to the start of out-of-whack valuations for optical component companies resulting from the convergence of two massive market forces, the initial overexcitement about…
Infinera: No Way Out?
On Infinera’s last quarterly earnings call, a financial analyst asked: “Does Infinera make sense as a stand-alone business?” The response was somewhat contradictory in that R&D expenditures…
MACOM’s Aggrandizement of Optical Space
After recently discussing Acacia Communication’s seemingly compelled retreat to a level further down on the food chain, MACOM Technology Solutions Holdings, which has products that…
Infinera Apparently Won’t Neutralize XTM
After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense…
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…
