Predictions 1554321788 42

CFP2-ACO Modules: Lingering Cash Cow

Foreshadowing of the merger with Lumentum resulting in the divestiture of Oclaro’s data communications transceiver business, and greater focus on photonic chips in general.
Read More
Predictions 1547834023 40

ZTE’s revival

We predicted (see comments section) it would happen much sooner than the conventional wisdom.  
Read More
Predictions 1557347479 48

Verizon’s 5G target

In May, 2019, the operator started to openly admit that the sweet spot for 5G is a very focused, enterprise play. 
Read More
Predictions 1504912188 10

Optical “Supercycle” Farce

By 9/17, it became clear that short-term, pent-up demand in China alone created the supercycle idea, and that there were not multiple market drivers.
Read More
Predictions 1504977490 20

SDN Crack-Up?

In public networks, SDN continues to be deployed mainly in greenfield applications, specifically in the access portion.
Read More
Predictions 1504973572 16

Infinera’s PIC Challenge

Even when Infinera initially announced its substantially higher capacity, 2.4 terabit PIC in March, 2016, it specified 16QAM.
Read More
Predictions 1505007143 33

More 400G Insanity at ECOC

At OIDA Executive Forum 17: we recall Finisar exec tempering over-enthusiasm about 400G demand outlook based on very small number of potential data center buyers.
Read More
Predictions 1504981637 25

400GbE Spectacular Fantasy

A study group for 200GbE was established by the IEEE standards body soon afterward, recognizing that an entire data rate generation had been recklessly ignored.
Read More