The following month it became clear that CPO was losing steam a little bit. We also became aware that a new concept, called “near package…
Predictions
At EPIC World Photonics Technology Summit 2020, Mark stated that with the maturation of the optical communications hardware space, there would be a move toward…
“Thus, we continue to believe it should be destined to become a desirable acquisition candidate.” Marvell announced its purchase intention in October.
“While a replacement at the top of MACOM was a must, there undoubtedly have to be major executive replacements at lower levels of the management…
“fibeReality…just picked up some intelligence that Juniper has had some technical difficulties, and unlike what was advertised at OFC, availability of the initial TXs could…
“…Oclaro is close to exiting the QSFP28 module business, or at least the 100G CWDM is possible….[It] shifted its focus to the chip sales.” Foreshadowing of…
“We heard through the grapevine that Beck Mason, currently President of Integrated Photonics along with Walter Jankovic, presently President of Optical Connectivity, will remain, and…
“After a little pressing [by fibeReality], in our opinion, Inphi indirectly confirmed our contention that the main application for ColorZ has been very targeted in…
Finisar demoed a new 25G SFP28 for 5G fronthaul apps at OFC 2019.
In March 2019, two optical architects at Microsoft appeared to go out of their way not to mention “COBO” in their presentations at OFC, and…
“It may be a positive sign that David Heard, Infinera’s General Manager for Product and Solutions is definitely front and center this time in promoting…
We predicted (see comments section) it would happen much sooner than the conventional wisdom.
Shortly afterward, there started to be acknowledgement of our assessment by other sources regarding the terrible market conditions created by the hyperscale data center operators in…
“The problem with a company, which has a heavy emphasis on technology, is that it can have devastating outcomes. Although Melanox was stalwart in insisting…
“Verizon’s primary focus for 5G will be on enterprise applications including machine-type communications and mission-critical transport.” In May, 2019, the operator started to openly admit…
“One way or another, we would not be shocked if ICE5 never becomes real in terms of commercial offerings.” Ultimately, ICE5 never became a reality.
Three months later, Verizon’s selection of Calix was announced.
During the summer of ’17, it became abundantly certain that such bullish forecasts were way off the mark. There is never a loss of credibility…
A scheduled U.S. House committee in 9/17 even had to be canceled because no firms would commit publicly to being there.
AOI’s valuation declined substantially five days later.
Despite ADVA reporting its “revenue outlook for the remainder of the fiscal year is subdued,” we were critical of its rather rosy outlook on the…
On its next quarterly conference call, Lumentum decided to cease being so specific on “how much money it expects to make on componentry for the…
“In examining MACOM, there is also the more practical consideration in that although it provides just about all of the piece-parts that will go into…
Our assumption proved accurate with an announcement of the XTM II by Infinera the following month.
We discussed “the over-the-top enthusiasm in the industry regarding the impact of Facebook’s Voyager concept on public service providers.” We are not aware of any…
A year later our prediction became true with the first news reports that Huawei Technologies would start producing new types of optical components in-house.
“With the exception of Chinese system vendors, the booming business mainly applies to component companies supplying them.” By 9/17, it became totally clear that short-term,…
Regarding, “we would not be surprised to see Ciena introduce WaveLogic 4 soon,” the vendor launched WaveLogic Ai the next day, its fourth-generation DSP.
Despite optimism by the two dominant vendors in penetrating the data center market, we gave several reasons against such adoption, as well as discussed the…
Since 2010, Mark has been on the record as stating that all of Google’s investments not connected with its core competency are not usually ends…
“At a minimum, the negative consequences…will result in dramatically skewing the value assessments of…other players in the space.” In early 9/16, a prominent investment firm downgraded…
Towards the end of 2017, Orange stated that its “all-IP’ plans were moved back to 2022, and it was in the context of “fixed broadband…
“The critique in general of Brexit makes it falsely appear that the UK is in a permanently weakened position.” In 7/17 there was a report of…
The use of open line systems have remained predominantly in data center networks.
In public networks, SDN continues to be deployed mainly in greenfield applications, specifically in the access portion.
“A potential problem could be that the top leadership at the transmission equipment giant may be too lax about protecting its proprietary advantage with its…
Nokia’s optical sales have remained strong on submarine applications, but there has also not been a change in the relatively slow growth for dry networks.
“While the necessity for 64QAM is terribly far out into the future, we think it is possible that a plateau has been hit with Infinera…
“In the earnings transcript, Ciena provided a rundown on the DCI vendors. ADVA Optical Networking should have probably been included as one of the ‘key…
Although we understand that there was a high level of optimism at Xtera in raising funds publicly, it had insufficient appreciation of the higher level…
“The only reasonable interpretation appears to be that Infinera-developed products like the XTC-2/2-E are more than sufficient to support an optimized switched metro 100G network…
Over three years later, AT&T was looking to divest the satellite assets.
In not selling its enterprise business, as the newswire report indicated, there were considerations otherwise, such as Verizon 5G wireless offerings would be bolstered as…
“There can be no doubt that in the foreseeable future that there will be an extremely small number of ports at that data rate found…
“As a bare minimum, the vendor would most likely be interested in ridding itself of many of its own devices under its current heading, ‘fiber…
“Nokia’s purchase of Alcatel-Lucent means that Ciena’s position particularly in the US market has been strengthened (at least one big carrier in the States wants…
“As alluded to in our previous blog articles, Verizon took advantage of the change in FCC policy, which did not require unbundling, and concentrated its…
“We at fibeReality believe that the fundamental unfairness of an Internet service provider being treated as a utility is at the heart of the AOL…
Ciena unwisely destroyed the high-margin, transport gear of Cyan, and the sales performance of the original “Blue Planet” was less than stellar, to say the…
“As more time goes by, we hope there will be a greater sense of inevitability to developing a standard that would have a greater level…
“In spite of their rhetoric of the great support for the large components firms, such big enterprises do not appear to be concerned at all…
“The most shocking change is based on recent evidence that Avago Technologies is selling VCSEL components, possibly including as far down the food chain as…