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Category: Photonic Integration

Lumentum: The Street’s Latest Sacred Cow

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There was Infinera with the unflinching belief of the cost benefits of PICs (which in our opinion, was never proven), and being oblivious to a…

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Infinera: Actions Speak Louder Than Words

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As Infinera continues the messaging of ambitious product development plans, its comparatively quiet, top-level management changes indicate a supplier that is in a state of…

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Finisar Versus Elitists

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While Finisar is similar to other optical vendors in spinning market research analysts (who then tend to dutifully spew up the exact propaganda) and with…

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Ciena: The Street Taking a Fresh Look?

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In addition to 1) the ex-Nortel crowd desiring to remain firmly ensconced in its controlling role over Ciena’s future, to 2) what we perceived as…

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Mellanox: Dreadful Timing on “SiPh” Halt

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The day after it became public that Mellanox Technologies’ biggest shareholder, Starboard Value, sent a letter along with slides to the CEO and the Board…

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Finisar: New Chip-Centric Frame of Mind

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While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position…

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100G PSM4 Pricing at $2/Gig and Lower

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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…

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Throwing Down the Gauntlet at ECOC 2019

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On our second blog, it was mentioned that fibeReality tried to get formal confirmation on the coming death of COBO as well as challenged the…

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Infinera’s XR Optics: “Fat & Happy” Front

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At first blush, it seems illogical for Infinera, a supplier, which has been fighting for its survival, to be promoting a revolutionary change in the…

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Infinera: An Unanticipated Destination Point

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Given this writer’s justifiable criticism of Infinera for almost the entire existence of the firm, it has been a little awkward to begin suggesting to…

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