While for now, Avago Technologies will be preoccupied with the immense and time-consuming effort of its integration process with Broadcom, not too long afterwards, it…
Category: Wireless Backhaul/Fronthaul
Infinera and the Age of Narcissism
In early 2012, Forbes published an article called “Why Narcissistic CEOs Kill Their Companies.” While we believe that some of the characteristics described in the…
Would Nokia Sell AlcaLu’s Optical Landline Business?
A few years ago, Nokia decided to unload NSN’s optical networks division to focus more on the wireless sector. Now, with the proposed acquisition of…
Double Standard When It Comes to Verizon
Although during its existence as a corporation, Verizon has made its share of mistakes, there are often contrasting principles at work with some members of…
Submarine Festoons Needed in US
Although undersea festoon networks can be found in many parts of the world, one would be hard-pressed to locate a single case in the States.…
Acacia’s Valuation: The Street’s Cruel Joke
While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes…
Verizon Comes to Senses With XO Fiber
Late in 2015, Verizon was apparently considering a terribly reckless action involving ridding itself of its invaluable enterprise properties. The purchase of XO’s assets definitely…
New Wrinkles Could Backup Optical M&A Rumor
fibeReality recently published the article, “ADVA/ECI Merger? Hasty Knee-Jerk Effect,” in which we presented the case about the drawbacks of such a combination. While all…
ADVA/ECI Merger? Hasty Knee-Jerk Effect
If a press account this past August was true that an ADVA Optical Networking-Coriant merger could not have been worked out, it may have been…
Nokia’s Unchanged Strategy to Exit Optics
Even prior to closing the deal, Nokia Networks’ purchase of Alcatel-Lucent surrounded the former contemplating divesting the submarine optics division of the latter. The major…
