At the service providers across the globe, the most widespread and native selection is MPLS and not MPLS-TP. The former has broader acceptance, superior interoperability,…
Category: Systems
A Kaiam Strategic Partner: Google?
Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think…
Cisco: Buyer of Potential Finisar-JDSU Combo?
If Finisar purchases JDSU’s CCOP division, would a systems integrator be interested in buying the combination? Unquestionably, there have been rumors in the past that…
Absurdity of Stressing Metro 100G Now
A couple of financial analysts have been touting Ciena as the expected big winner for a future contract for a large 100G metro project at…
ROADMs Instead of Metro 100G Systems?
At the OFC 2015 conference, one of the most highly respected network engineers in the business from Xtera Communications will be legitimately asking the question…
Juniper’s Impulsive BTI Acquisition
Regardless of a news report of a very low purchase price for BTI Systems, and despite Juniper Networks’ contention about the acquisition “not [being] a…
Xtera’s New CFO May be Its Only Hope
Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements,…
Ciena Probably Overpaying for Cyan
A prima facie case can be made that the $400 million price tag on Cyan is out of line. In effect, Ciena should have problems…
Ciena’s New Obsession with Vertical Integration
Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from…
Top 10 Enigmas at Infinera’s Analyst Day
Our initial thoughts on Insight Infinera 2016, as outlined on our LinkedIn fibeReality page over a week ago, was partially that “time will unlikely be…
