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…
Category: Photonic Integration
Infinera: Actions Speak Louder Than Words
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…
Finisar Versus Elitists
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…
Ciena: The Street Taking a Fresh Look?
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…
Mellanox: Dreadful Timing on “SiPh” Halt
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…
Finisar: New Chip-Centric Frame of Mind
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…
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…
Throwing Down the Gauntlet at ECOC 2019
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…
Infinera’s XR Optics: “Fat & Happy” Front
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…
Infinera: An Unanticipated Destination Point
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…
