It was so much fun to speak in person at ECOC 2021 and directly make eye contract with individuals in a live audience rather than…
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Broadcom’s Big Bluff on CPO
Broadcom has appeared solidly behind its public engagement with co-packaged optics, developing switches with optical I/O. In fact, the supplier seems to be pulling out…
Adtran Plus ADVA Equals Better Buyout Target
One would struggle to remember a discussion among veterans of the optical equipment space recently contemplating potential mergers, considering a combo between Adtran and ADVA.…
Lumentum and the Problem with Hubris
At least up until recently with the China boom, which has subsided for now, the extraordinary challenges in being an optical transceiver supplier have become…