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Category: Vertical Integration

Cisco: Buyer of Potential Finisar-JDSU Combo?

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If Finisar purchases JDSU’s CCOP division, would a systems integrator be interested in buying the combination? Unquestionably, there have been rumors in the past that…

Continue reading Cisco: Buyer of Potential Finisar-JDSU Combo?

Huawei May Hit Optics Component Space with Both Barrels

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fibeReality believes that Huawei Technologies is striving to develop coherent optics and optical switching components, as well as potentially other types of new devices further…

Continue reading Huawei May Hit Optics Component Space with Both Barrels

Top 10 Enigmas at Infinera’s Analyst Day

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Our initial thoughts on Insight Infinera 2016, as outlined on our LinkedIn fibeReality page over a week ago, was partially that “time will unlikely be…

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Acacia’s Bridge Too Far

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The photo associated with this article shows the Arnhem John Frost bridge in the Netherlands, which became really famous with the 1977 epic film, A…

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Juniper’s Aurrion Buyout: Tech Nightmare?

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Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply…

Continue reading Juniper’s Aurrion Buyout: Tech Nightmare?

New Optical Ecosystem at Jabil

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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…

Continue reading New Optical Ecosystem at Jabil

Ciena’s New Obsession with Vertical Integration

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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…

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Acacia Communications IPO: A Compelling Story?

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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…

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Coriant: Market Perils on Investment in Distressed Assets

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There can be a fundamental problem when private equity firms buy up companies in a depressed condition in that the overwhelming desire to sell off…

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Finisar Should Play Hardball, Then Exit

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Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to…

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