While Nokia continues to sell optics solutions, and fibeReality even sees the possibility for a significant upside for it in the space in the short…
Category: Systems
Inphi Could Not Resist Hyperscale Vortex
fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction…
CFP2-ACO Modules: Lingering Cash Cow
In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the…
24 Tough Queries for Vendors/Users at ECOC 2018
Unfortunately, this writer will be unable to be in Rome, as I will be attending a much happier, personal event later in the week. fibeReality…
400G: Impulse to View Rate in a Vacuum
At ECOC this week, the aspect that will almost assuredly not come across is that large optical component firms have to be asking themselves whether…
Corning and Multimode: Fujikura Linkage
fibeReality has lately been discussing a lot about the collapsed ecosystem in the active optical equipment space, as well as the growing market for MultiMode…
Infinera/Coriant: On Capping Installed Base
We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of…
NeoPhotonics: A Rationale for a Resurgence
Ever since the last optical boom in China, it has been easy to be critical about NeoPhotonics concerning limitations for growth in its traditional space…
Intel Renews Hyperscale Optic Machination
According to fibeReality’s newest intelligence, we have never been more persuaded that Intel is selling optical components to hyperscale data center operators below cost, while…
Debasement of Optical Market Research
In 1982, as a pre-law student at NYU, I walked into the office of employment leads at the university to see what jobs would be…
