The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
Category: Systems
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…
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…
AT&T’s “Open ROADM”: More Skepticism
In defiance of AT&T’s uniquely leviathan network involving layers of infrastructure built over many years, the service provider continues to promote further leading-edge concepts that…
Microsoft’s Enduring Google Envy
Quite a few articles have been written over time about the jealousy suffered by Microsoft over Alphabet’s Google, but they have not really addressed that…
100G Transceivers Below $3/Gig by 2017?
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…
Lumentum: Be Careful What You Wish For
Who could blame Lumentum Holdings for finding it desirable to move upstream in offering something close to full optical systems in order to generate higher…
Infinera’s Last Ditch: Infinity and Beyond
With the full realization by industry analysts, some of whom initially drank the Kool-Aid, that the potential for Infinera significantly penetrating the metro optical market…
Let Huawei and ZTE in US Optical Market
Service providers carrying US federal government communications, including submarine networks that are not based in the country, should be allowed to purchase optical systems from…
New Optical Ecosystem at Jabil
After over 15 years of both optical component and system suppliers struggling to generate meaningful margins in the telecom and data communications market, it may…
