Before getting to the subject of this article, I need to point out the most significant and outstanding event at OFC: Mitch Fields at the…
Category: ROADMs
Infinera: Plausibility for Cautious Optimism
After so many years of a stubborn, false narrative that its PICs provided a true-cost advantage, without acknowledging their technological drawbacks, including that their optimal…
Inphi: Boosting Valuation for Later Exit
While fibeReality is unaware of the exact date of when Chuck Mattera, the CEO, of II-VI, negated the proposal to buy out Finisar’s IC group,…
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…
