The announcement was made the following day.
The following month it became clear that CPO was losing steam a little bit. Near-packaged optics” began being discussed.
About a year later, a bidding war ensued over Coherent. II-VI stated with the buyout, its revenues in the traditional space would go below 50%.
During the summer of ’17, it became abundantly certain that such bullish forecasts were way off the mark.
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.
ADVA’s percentage of its sales in DCI about doubled the following year.
In 8/17, the Infinera leadership finally admitted that it dropped the ball with the TM series.
In 7/17, Verizon probably made first admission of plan by stating “objective was to concentrate landline operations in contiguous northeast markets to enhance operational efficiency….”
Towards the end of 2018, it was abundantly clear that Verizon was not serious about “Oath” as a business enterprise.
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.