Regular followers of our other blog were able to read the recent article, “Oclaro’s Possible Mistake,” in which we stated: “While we have been very…
Category: Wireless
ADVA/MRV: Another Ecosystem Break
In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical…
Huawei’s Public Cloud: Impact on Optics
As the slowdown in China continues, there is little hesitation for optical component vendors to blow up the potential for market opportunities, which will hardly…
Inphi’s 100G DSP: Another Blow to Acacia
As usual, when a vendor, such as Inphi, makes a series of announcements on products or on R&D direction, the bulk of the attention is…
Ericsson/Calix: De Facto NG-PON2 Model
fibeReality fully expects Ericsson/Calix to be the primary beneficiary of NG-PON2 becoming the de facto standard for much of the world. We anticipate that the…
Ciena: The Street Taking a Fresh Look?
In addition to 1) the ex-Nortel crowd desiring to remain firmly ensconced in its controlling role over Ciena’s future, to 2) what we perceived as…
Finisar: New Chip-Centric Frame of Mind
While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position…
Lumentum + Oclaro: Ecosystem/Profit Bust
For a while (we mentioned a cloud bubble for components in April, 2015), fibeReality has been discussing the idea of a collapsing optical ecosystem principally…
Calix: Long-Term Optical Powerhouse
During the first Market Watch panel at OFC 2018, MKM Partners’ Mike Genovese, one of a relatively few prominent investment analysts, who has real intimacy…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
