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Category: Photonic Integration

Infinera’s “Tellabsation”: Back to the Future

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Regular followers of fibeReality’s separate, quick-update blog were able to read our latest take on Infinera, as we stated: “We view the messaging [on its…

Continue reading Infinera’s “Tellabsation”: Back to the Future

Cisco/Acacia: Influence of Group Denial

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Although Acacia Communications was at the optimal point to exit the DSP merchant space, the split second after the announcement of the Cisco Systems takeover,…

Continue reading Cisco/Acacia: Influence of Group Denial

MACOM: Volte-Face Analogous to Infinera

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There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…

Continue reading MACOM: Volte-Face Analogous to Infinera

Rockley Headship Legacy: SiPh Hangover

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Rockley Photonics’ founder and CEO, Andrew Rickman, could never seem to escape dealing with Silicon Photonics (SiPh) throughout his ventures over the years, paradoxically, representing…

Continue reading Rockley Headship Legacy: SiPh Hangover

Infinera: Plausibility for Cautious Optimism

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After so many years of a stubborn, false narrative that its PICs provided a true-cost advantage, without acknowledging their technological drawbacks, including that their optimal…

Continue reading Infinera: Plausibility for Cautious Optimism

Juniper’s SiPh: Reductio ad Absurdum

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Now Juniper Networks has joined Intel and Cisco Systems in offering 100G data communications transceivers (TXs), in which margins are awfully tough, if not unfeasible…

Continue reading Juniper’s SiPh: Reductio ad Absurdum

On Cisco’s Rationalization for Luxtera Buy

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At the OFC 2019 Media/Analyst Luncheon – “Hot Topics in Data Center Optics: Emerging Standards/MSAs, Silicon Photonics, 400G and Beyond,” Bill Gartner, Vice President/GM Optical…

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ADVA: Next Optics Dynamo in NA

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The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of…

Continue reading ADVA: Next Optics Dynamo in NA

Cisco/Luxtera: Loss Leader and Defensive Move

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After the initial news report that Cisco Systems was working on an agreement to acquire Luxtera, most people in the industry, who had a least…

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