Predictions

The announcement was made the following day.

The Partner Director Network Architecture later updated his title to GM Infrastructure Planning (Network, Land,…

The following month it became clear that CPO was losing steam a little bit. Near-packaged…

About a year later, a bidding war ensued over Coherent. II-VI stated with the buyout,…

“Thus, we continue to believe it should be destined to become a desirable acquisition candidate.”…

“There undoubtedly have to be major executive replacements at lower levels of the management structure.”…

Towards the end of that month, the supplier acknowledged the later availability of its silicon…

Foreshadowing of the merger with Lumentum resulting in the divestiture of Oclaro’s data communications transceiver…

On the roles of Beck Mason and Walter Jankovic with the Lumentum merger as well…

Next quarterly earnings call: “We’re not baking a second customer [for ColorZ] in our guidance…

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…

Later, Heard was promoted to COO. In May 2019, it became clear that Infinera made…

We predicted (see comments section) it would happen much sooner than the conventional wisdom.  

Shortly afterward, there was acknowledgement by others sources regarding the terrible market conditions created by…

Despite extending the 1550nm wavelength resulting in a very complicated solution that was impractical, discontinuation…

In May, 2019, the operator started to openly admit that the sweet spot for 5G…

“One way or another, we would not be shocked if ICE5 never becomes real in…

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…

A scheduled U.S. House committee in 9/17 even had to be canceled because no firms…

AOI’s valuation declined substantially five days later.

A little over a month later, ADVA pre-announced weakness for that quarter.

Next quarterly conference call: Lumentum decided to cease being so specific on “how much money…

About two years later, MACOM abandoned the module space.

Our assumption proved accurate with an announcement of the XTM II by Infinera the following…

We are not aware of any commercially available TIP offerings, other than ADVA Optical Networking’s…

A year later our prediction became true with the first news reports that Huawei Technologies would…

By 9/17, it became clear that short-term, pent-up demand in China alone created the supercycle…

Ciena launched WaveLogic Ai the next day, its fourth-generation DSP.

Later, Calient, secured only $1.3M in venture funding, and then was forced to give up…

Since 2010, Mark has stated that all of Google’s investments unconnected with its core competency…

In early 9/16, a prominent investment firm downgraded Ciena based on “valuation” despite no justification…

Towards end of 2017: Orange stated that its “all-IP’ plans were moved back to ’22,…

7/17: a report of “record levels of venture capital…investment in [London’s] tech sector.” Then as…

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…

Foreshadowing of the later deal on WaveLogic Ai with three component vendors — at least…

Nokia’s optical sales have remained strong on submarine applications, but there has also not been…

Even when Infinera initially announced its substantially higher capacity, 2.4 terabit PIC in March, 2016,…

ADVA’s percentage of its sales in DCI about doubled the following year.

Xtera had insufficient appreciation of the higher level of scrutiny involved in opening up its…

In 8/17, the Infinera leadership finally admitted that it dropped the ball with the TM…

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,…

At OIDA Executive Forum 17: we recall Finisar exec tempering over-enthusiasm about 400G demand outlook…

The next month we were first news source to state that Foxconn press release in…

In 10/15 Light Reading post on investor research note: “We think Verizon intends to abandon…

In 7/17, Verizon probably made first admission of plan by stating “objective was to concentrate…

Towards the end of 2018, it was abundantly clear that Verizon was not serious about…

Ciena unwisely destroyed the high-margin, transport gear of Cyan, and the sales performance of the…

A study group for 200GbE was established by the IEEE standards body soon afterward, recognizing…

Indeed, the handwriting was on the wall at an early stage.

Certainly, it eventually became well-known that Avago (Broadcom) excelled at at selling VCSEL bare die.