In fibeReality’s opinion, irrespective of II-VI leadership’s original plans with its big merger, figuring out what to do with the mess that was left by…
Category: Vertical Integration
II-VI: Ordinary “Intel” of Optoelectronics
During the firewall period, waiting for the merger with Finisar to be completely approved, from the CEO of II-VI, Chuck Mattera, people in the industry got the…
Infinera’s XR Optics: “Fat & Happy” Front
At first blush, it seems illogical for Infinera, a supplier, which has been fighting for its survival, to be promoting a revolutionary change in the…
Throwing Down the Gauntlet at ECOC 2019
On our second blog, it was mentioned that fibeReality tried to get formal confirmation on the coming death of COBO as well as challenged the…
Lumentum: Early DCO Departure Projected
As fibeReality addressed in a recent article, “12 Aftershocks From Cisco-Acacia Quake,” one of the optical suppliers, which will experience the negative effects the longest,…
MACOM: Engineers’ vs Street’s Perception
fibeReality has discovered a definite gulf in opinion on the prospects for MACOM Technologies Solutions’ new CEO, Steve Daly (along with the other top-level executives),…
12 Aftershocks From Cisco-Acacia Quake
At least a dozen marketplace reverberations of differing magnitude can be discovered from what was an indeed an earthquake of a deal announcement by Cisco…
ADVA: Ottawa Connection and Endgame
To the best of our knowledge, fibeReality has been the sole source in the world to continue to report on the substantial laboratory, the Germany-based…
Inphi: De Facto Merchant Coherent DSP Play
While the bulk of the analyst community in the optics space continues to engage in pandering on the Cisco Systems purchase of Acacia Communications, rather…
ADVA: Next Optics Dynamo in NA
The combination of the apparent penetration of ADVA Optical Networking into the incumbent ISP transport gear marketplace, along with the anticipation of the number of…
