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…
Category: DWDM/CWDM
100G Will Remain Dominant for Decades
The understatement of the first half century involving optics may have come from a Ciena executive at the Deutsche Bank Technology Conference in September 2016:…
Lumentum: Reorganizations Toward 3D Sensing Paradigm
A recent, unpublicized, corporate-wide reorganization by Lumentum Holdings might look like an admission of the company’s inability and/or unwillingness to efficiently run its internal factories…
Ciena Decides to Hit Back on 400ZR Impact
“As Mike Tyson said, ‘Everybody has got a plan until they get a punch in the face.’” Rob Keys, Senior Director Optical Transmission, Ciena at…
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,…
PAM4 vs NRZ: Growing Irrelevance of Standards Bodies
At the OFC 2021 Rump Session, there will be two sides debating the following propositions: “Did the Optics Industry Blunder by Switching Intra-Datacenter Links from…
Juniper’s SiPh: Reductio ad Absurdum
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…
Big Need for MPLS-TP?
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,…
Infinera: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
Optical Hardware Innovation Permanently
At the OFC 2015 show next month, the Rump Session is entitled, “Is it ‘Game Over’ for Hardware?” The discussion will be about “[s]ome industry trends…