Infinera would be better off allowing Transmode Systems to operate as an independent division than to integrate it much into its own corporation. Despite all…
Category: Services
Microsoft’s Network: Hitches with Quasi-Carrier Mindset
Microsoft has been caught in the undesirable middle with its Data Center (DC) infrastructure between striving to innovate with the lowest cost, state-of-the-art optical solutions…
Finisar/Oclaro: Nearsighted Beyond 4x50G
As with fibeReality, both Finisar and Oclaro have problems foreseeing 400GbE in any meaningful way in the anticipatable time ahead. While each is more than…
400GbE: Wakeup Call for Hyperscale Operators
When it comes to the critical development efforts for 400GbE, the big-four hyperscale data center operators do not appear to be doing much more than…
The Case for 4×50-Gig Indeterminately
While fibeReality is willing to double down on our wakeup call to the hyperscale data center operators on the need for them to help reconstruct…
Ciena/Packet Design: First-Rate Acquisition
While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move.…
Inphi’s COLORZ: New Buyer Constrictions
Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the…
400G: Impulse to View Rate in a Vacuum
At ECOC this week, the aspect that will almost assuredly not come across is that large optical component firms have to be asking themselves whether…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
400GbE Modules: Forecasting 2025 vs 2020
What exactly is a “real” client-side 400G device? We can certainly count on many marketing folks, and just about all research firms to define it…
