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Category: DWDM/CWDM

Microsoft’s Network: Hitches with Quasi-Carrier Mindset

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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…

Continue reading Microsoft’s Network: Hitches with Quasi-Carrier Mindset

More 400G Insanity at ECOC

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At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within…

Continue reading More 400G Insanity at ECOC

Fujitsu as Metro 100G Barometer in US

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The arrangement that US-based Fujitsu Network Communications (FNC) has with Fujitsu Limited is extremely unique in the optical industry given the extraordinary amount of independence…

Continue reading Fujitsu as Metro 100G Barometer in US

Finisar: De Facto Owner of VCSEL Space?

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Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to…

Continue reading Finisar: De Facto Owner of VCSEL Space?

Reactions to Ciena Based on Elusive Credibility Factor?

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A recent blog article on Light Reading gets into whether the initial backlash on the Street against Ciena was justified based on the past quarterly…

Continue reading Reactions to Ciena Based on Elusive Credibility Factor?

Inphi a Threat to InnoLight or Kaiam?

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Once again, we have a natural affinity for the proposition of taking advantage of electronics, such as higher order modulation, to better enable optics by…

Continue reading Inphi a Threat to InnoLight or Kaiam?

Juniper’s Impulsive BTI Acquisition

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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…

Continue reading Juniper’s Impulsive BTI Acquisition

Lumentum: Benefit of the Doubt

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During the summer of 2017, to the best of our knowledge, there were major technical problems at Apple with Lumentum’s six-inch VCSEL wafers (including with…

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Oclaro: No Longer Counting on Buyout

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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…

Continue reading Oclaro: No Longer Counting on Buyout

Lumentum + Oclaro: Ecosystem/Profit Bust

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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…

Continue reading Lumentum + Oclaro: Ecosystem/Profit Bust

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