In addition to 1) the ex-Nortel crowd desiring to remain firmly ensconced in its controlling role over Ciena’s future, to 2) what we perceived as…
Category: Systems
Lumentum: Benefit of the Doubt
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…
Infinera: Doubling Down on Lost Cause
After bringing in an executive, who promotes to companies he will “lead a transformational charge to growth, profitability and long-term value,” in our opinion, the…
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…
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…
Ciena Can Get Away With 400G Puffery
Ingrained in the “Nortel” legacy in high-end optics at Ciena is the obsession to jump to the next bit rate as soon as possible, at…
Fabrinet: Nuggets Search in Optics Mess
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…
Viavi Still Overshadowing Lumentum
Despite the evident busting of the optical ecosystem, many of the analysts on the Street apparently continue to hold a special place in their hearts…
Infinera/Coriant: A Survival Gimmick
Despite Infinera’s claims of significant integration between the two product lines, its purchase of Coriant is really about the continuing shortcomings of its PIC strategy,…
Finisar: New VCSEL Opportunities Possible
In June, this writer was honored to be a keynote speaker at EPIC’s meeting on “Singlemode vs Multimode Communication” in Kessel-Lo, Belgium. Our preliminary judgement…
