All of the previous, unusual amount of commotion going on in the telecom/datacom optical market has been further complicated with the ban on sales to…
Category: Supply Chain Management
Lumentum + Oclaro: Ecosystem/Profit Bust
For a while (we mentioned a cloud bubble for components in April, 2015), fibeReality has been discussing the idea of a collapsing optical ecosystem principally…
Oclaro: No Longer Counting on Buyout
Evidently, Oclaro is starting to think outside the box in selecting Walter Jankovic as its new President, Optical Connectivity, as he was formerly with Contract…
Fabrinet’s Mad Rush to Product Diversity
fibeReality predicted a year ago that Huawei Technologies would start producing new types of optical components in-house, which evidently was substantiated in a news report…
MACOM and Fabrinet: Sound of Silence
On our daily market perspectives page, we have been discussing the mystery surrounding the lack of discussion on Amazon at public events involving MACOM Technology…
Higher Stakes with Web 2.0 Undersea Apps
One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks –…
Finisar: 3D-Sensing Opportunity in Context
As we pointed out in a recent blog post, Finisar’s potential for diversifying its VCSEL business into the smart phone business should not be characterized as…
ADVA/MRV: Another Ecosystem Break
In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical…
Oclaro’s Limited Options?
Regular followers of our other blog were able to read the recent article, “Oclaro’s Possible Mistake,” in which we stated: “While we have been very…
Additional Upshots at Dublin Optics Show
As a complementary piece to our last article, “Throwing Down the Gauntlet at ECOC 2019,” we provide some other final thoughts on the conference, including…