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…
Category: Vertical Integration
Huawei May Hit Optics Component Space with Both Barrels
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…
Top 10 Enigmas at Infinera’s Analyst Day
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…
Acacia’s Bridge Too Far
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…
Juniper’s Aurrion Buyout: Tech Nightmare?
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…
New Optical Ecosystem at Jabil
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…
Ciena’s New Obsession with Vertical Integration
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…
Acacia Communications IPO: A Compelling Story?
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…
Coriant: Market Perils on Investment in Distressed Assets
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…
Finisar Should Play Hardball, Then Exit
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…
