While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes…
Category: Silicon Photonics
Juniper’s Aurrion Buyout: Tech Nightmare?
Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply…
Bastardization of “All-IP” by Orange?
The marketization and politicizing of science can result in dire consequences, such as in environmental matters. While the ramifications may be less important in communications,…
Acacia IPO Update: Still Pursuing Encore
In January, we first discussed Acacia Communications, which filed for its IPO confidentially in August of last year, and then rather quietly, but publicly, notified…
100G Transceivers Below $3/Gig by 2017?
When giant data center owners started promoting $1 per gigabit transport a while back, the idea seemed ludicrous. Well, at least for optical transceivers, pricing…
AIM Photonics Will Miss Target (Part II) — Limited Job Creation
As we continue our critical look on the prospects of AIM Photonics, we will maintain our focus on the hurdles faced by this new organization.…
Silicon Photonics’ Shift: Still Cost/Loss Issues
The lead article in the September 1969 issue of the Bell System Technical Journal was written by Stewart E. Miller, entitled “Integrated Optics: An Introduction,”…
Acacia Communications IPO: A Compelling Story?
The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
Will Cisco Systems Rule DCI Market?
When Cisco Systems recently published the specifications of its Network Convergence System 1002 (NCS 1002), it theoretically could be called a Data Center Interconnection (DCI)…
Mellanox’s Messaging Resonance Not Key to Success
Mellanox Technologies is a typical Israeli-based firm in the datacom/telecom space in that it excels at technology development, but not necessarily from a marketing/sales perspective.…
