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Category: Access
- Ciena Decides to Hit Back on 400ZR Impact
- Infinera’s XR Optics: “Fat & Happy” Front
- Additional Upshots at Dublin Optics Show
- Tibit: Last “Telecom Valley” Optic Hurrah
- SDN: Prolongation of Past Panacea Parade
- Google Fiber Won’t Ever Confess Motives
- “Fireworks” at OFC SDN Controller Panel
- CenturyLink/Zayo: Verizon’s Forewarning
- Verizon Retains “Oath” of Fealty to Itself
- Arris + CommScope = Another M&A Decoy
- CommScope/Arris Combo: Sway of MSOs
- Nokia’s Unchanged Strategy to Exit Optics
- Google: Objectives and Undesirable Results
- Verizon Wireless: 5G Home Subterfuge
- Finisar Could be Telegraphing 5G Fronthaul Gear
- Ciena/Packet Design: First-Rate Acquisition
- 400GbE: Wakeup Call for Hyperscale Operators
- Facebook: Co-Packaged Optics Conundrum
- Calix: Long-Term Optical Powerhouse
- Infinera: Doubling Down on Lost Cause
- Finisar: New Chip-Centric Frame of Mind
- Finisar/Oclaro: Nearsighted Beyond 4x50G
- Ericsson/Calix: De Facto NG-PON2 Model
- Inphi’s 100G DSP: Another Blow to Acacia
- Infinera’s Crack at Quasi-Reconstruction
- Huawei’s Public Cloud: Impact on Optics
- Google Hates Building All Networks
- Double Standard When It Comes to Verizon
- Ciena Should Buy ADVA
- CenturyLink Could be a Sleeper
- Infinera’s Biggest Concern is Ciena
- If Verizon Has Vague Rationale, Think FCC
- Nokia Directionless in Optics Space
- Google Fiber Fizzles as Predicted
- Would Anyone Want to Buy Level 3?
- EU Split Could Help Optical Space
- AIM Photonics Will Miss Target (Part II) — Limited Job Creation
- Google’s Fiber: Laugh All the Way to Bank
- Verizon Comes to Senses With XO Fiber
- SDN Crack-Up?
- Calix’s CEO Still at Top of His Game
- AT&T/DirecTV: Epitome of Bellhead Ploy
- Verizon’s Potential Colossal Blunder
- ADTRAN Must Return to Original Strategy
- Avago’s Spinoff of Optics in Short Term?
- Where Would NYC be on Fiber to the Home Without Verizon?
- To Infinera: Let Transmode Run as Freely as Possible
- Verizon/AOL: Bypassing Title II with New Internal Infrastructure?
- Google and Cars: Same Revenue Stream
- AT&T’s Neutrality Reply a Red Herring
- Uncle Sam: Major VC for Optical Gear Development Indefinitely?
- Category: DSL
- Category: FTTP
- Category: G.fast
- Category: GPON
- Category: OLTs
- Category: ONUs
- Category: WDM-PON
Category: Backbone
- Infinera: Potential for Exit by Chip Firm Buyout
- Ciena’s Clash with Cannibalization at Webscale Operators: A New Report
- Inphi: Ongoing Obsession with COLORZ Brand
- Acacia: Frantically Grasping for a Miracle
- CPO Gaining on COBO Regarding Irrelevance
- Broadcom: Selective Focus on Transceivers
- Infinera: An Unanticipated Destination Point
- II-VI: Ordinary “Intel” of Optoelectronics
- Lumentum: Cloistered Management Method
- Throwing Down the Gauntlet at ECOC 2019
- Finisar: Agonizing Wait to Cultural Disaster
- Lumentum: Early DCO Departure Projected
- MACOM: Engineers’ vs Street’s Perception
- ADVA: Ottawa Connection and Endgame
- Infinera’s “Tellabsation”: Back to the Future
- Cisco/Acacia: Influence of Group Denial
- Crown Castle: Cornering Synergy Combos
- Juniper’s SiPh: Reductio ad Absurdum
- Microsoft’s “Heat Check”
- Lumentum Owns Basis of Oclaro Takedown
- On Cisco’s Rationalization for Luxtera Buy
- ADVA: Next Optics Dynamo in NA
- II-VI/Finisar: Security Over Specialization
- 3DS VCSEL Race to the Bottom/Potpourri
- II-VI: Disentangling Finisar at Both Ends
- New Wrinkles Could Backup Optical M&A Rumor
- ADVA/ECI Merger? Hasty Knee-Jerk Effect
- Debasement of Optical Market Research
- Intel Renews Hyperscale Optic Machination
- NeoPhotonics: A Rationale for a Resurgence
- Infinera/Coriant: On Capping Installed Base
- 400G: Impulse to View Rate in a Vacuum
- 24 Tough Queries for Vendors/Users at ECOC 2018
- CFP2-ACO Modules: Lingering Cash Cow
- Inphi Could Not Resist Hyperscale Vortex
- Nokia Networks is a Wireless Firm — Period
- AOCs: Unappealing Choice Up to 30 Meters
- Inphi’s COLORZ: New Buyer Constrictions
- Microsoft’s Flatter Data Center Difficulty
- COBO’s Scheme: Odd Life/Demise Likely
- Finisar CEO’s Babe-in-the-Woods Rhetoric
- Multicore Fiber: Just a Cool Design for Now
- The Case for 4×50-Gig Indeterminately
- Broadcom’s Tomahawk 3: An Optics Riddle
- Lumentum 3DS at Apple: A Competitive Analysis
- Silicon Photonics: Last Gasp of Hype
- Finisar: New VCSEL Opportunities Possible
- Infinera/Coriant: A Survival Gimmick
- Viavi Still Overshadowing Lumentum
- Ciena Can Get Away With 400G Puffery
- Lumentum + Oclaro: Ecosystem/Profit Bust
- Oclaro: No Longer Counting on Buyout
- Ciena: The Street Taking a Fresh Look?
- Finisar Versus Elitists
- Ciena Finally Reconciled with Its Future?
- Infinera: Actions Speak Louder Than Words
- Lumentum: The Street’s Latest Sacred Cow
- AOI: Lesson of Hyperscale Operators Trap
- AOI Cheerleaders Few and Far Between
- Finisar-Oclaro Merger Very Plausible Now
- MACOM and Fabrinet: Sound of Silence
- Applied Optoelectronics’ Freneticism
- Infinera: No Way Out?
- $2B AOI Cap Worse Than Old $3B Acacia
- Oclaro’s Limited Options?
- ADVA/MRV: Another Ecosystem Break
- Amazon’s Whole Foods Buyout and DCI
- AOI’s Stabilizer is 40G
- MACOM’s Aggrandizement of Optical Space
- Infinera Apparently Won’t Neutralize XTM
- Ciena: Fast and Loose with Its Valuable IP
- Lumentum and Oclaro: Back to the Future
- 100G PSM4 Pricing at $2/Gig and Lower
- Finisar: 3D-Sensing Opportunity in Context
- Infinera and the Age of Narcissism
- Singapore: GlobalFoundries/Coherent/Poet
- Inphi/ClariPhy: Solider Acquisition Aspirant
- Metro 100G “Heresy”
- Optical “Supercycle” Farce
- Top 10 Enigmas at Infinera’s Analyst Day
- Coriant Not Culturally a High-End Leader
- Xtera’s New CFO May be Its Only Hope
- Acacia’s Bridge Too Far
- Acacia Will Likely Push 400G DSP
- Infinera’s Lumentum Band-Aid
- Acacia’s Valuation: The Street’s Cruel Joke
- Juniper’s Aurrion Buyout: Tech Nightmare?
- New Optical Ecosystem at Jabil
- Let Huawei and ZTE in US Optical Market
- Acacia IPO Update: Still Pursuing Encore
- Infinera’s Last Ditch: Infinity and Beyond
- Lumentum: Be Careful What You Wish For
- 100G Transceivers Below $3/Gig by 2017?
- Microsoft’s Enduring Google Envy
- AT&T’s “Open ROADM”: More Skepticism
- Optics’ Elephant in Room: Global Economy
- Data Center Interconnect Space: Rife with Out-of-Whack Expectations
- Nokia/AlcaLu Optical: Mixed Bag at Best
- Infinera’s PIC Challenge
- Acacia Communications IPO: A Compelling Story?
- Reactions to Ciena Based on Elusive Credibility Factor?
- Finisar: De Facto Owner of VCSEL Space?
- Will Cisco Systems Rule DCI Market?
- Xtera IPO an Act of Desperation?
- Infinera Needs Dose of Humility Such as With Metro
- Fujitsu as Metro 100G Barometer in US
- More 400G Insanity at ECOC
- Optical Line Interoperability Illusion
- Finisar Should Play Hardball, Then Exit
- Inphi a Threat to InnoLight or Kaiam?
- Microsoft’s Network: Hitches with Quasi-Carrier Mindset
- Google’s Surrender to Extreme Environmentalist Pressure – Hit to Optics
- Mellanox’s Messaging Resonance Not Key to Success
- IBM Dimming Silicon Photonics Hype Level
- BT Victim of Revisionist “All-IP” History
- InnoLight IPO: Google’s Vertical Integration Without a Mess
- Ciena Probably Overpaying for Cyan
- Would Nokia Sell AlcaLu’s Optical Landline Business?
- Optical PAM-4 Restricted to 500 Meters?
- 400GbE Spectacular Fantasy
- Convoluted 20/80 Rule in Data Center Optics
- Bullish on 850nm VCSELs; Avago Selling VCSEL Components
- Surviving in a 10G World
- No Blowback from Neophotonics Pickup
- Absurdity of Stressing Metro 100G Now
- Finisar Getting a Raw Deal with Silicon Photonics
- A Kaiam Strategic Partner: Google?
- 25G Laser Shortage
- Big Need for MPLS-TP?
- Category: High-Speed Transport
- Category: Long Haul/Regional
- Category: Low-Speed Transport
- Category: Metro
- Category: Submarine
Category: Bandwidth on Demand
- AT&T’s “Transformation” Begs Disbelief
- Monetizing Older Networks: An Overreach?
- Telecom Analytics With Bad Data?
Category: Chips
- II-VI & Lumentum: Struggle for Horizontal Integration Supremacy
- PAM4 vs NRZ: Growing Irrelevance of Standards Bodies
- Cisco: Accelerating Pace Away from Systems
- II-VI’s Gloomy Look Under Finisar’s Hood
- 3DS VCSELs: Instantaneous Bubble Burst
- Inphi: De Facto Merchant Coherent DSP Play
- OFC 2019: Nine Additional Odds and Ends
- Lumentum: Six-Inch VCSEL Retrospective
- Suggested Texas VCSEL Strategy for II-VI
- Finisar Gives II-VI Design Arm to Apple
- Apple: 3DS VCSEL Learning Curve Edge
- Ciena: ZTE Will Be Pursuing Retribution
- Apple Story of Shot Across Lumentum Bow
- Oclaro: Waiting for the Other Shoe to Drop
- Incredible Shrinking 3DS VCSEL Margins Projected
- ams: Turnkey Play for Android VCSELs
- Finisar/II-VI: Elongated 3D Sensing Ramp
- Fabrinet: Nuggets Search in Optics Mess
- Finisar: Recourse in Hyperscale Space
- Lumentum: Benefit of the Doubt
- Fabrinet’s Mad Rush to Product Diversity
- Oclaro Showcasing Itself for M&A
- 3D-Sensing: Broadcom & Philips Sleepers?
- II-VI & Lumentum: 6″ 3-D Sensor Fixations
- Lumentum Overtaken by Finisar at Apple?
- Lumentum and the Problem with Hubris
- Acacia Casualty: Back to Si Photonics Hype
- Huawei May Hit Optics Component Space with Both Barrels
- Finisar Execs Should Get Out Now
- AIM Photonics Will Miss Target (Part I)
- Avago Optical Assets Sold, Pointed Out by FoxConn PR
- Knocking of Silicon Photonics Now Mainstream
- Another Savior of Data Center MM Fiber?
- Data Centers Moving to “Sweat” Shops
- Integrated Photonics Manufacturing Institute: “Panoptic” Danger
- OpSIS’ Demise: Politically Incorrect Si Photonic Wafers
- Intel Behind $200M Photonics Competition?
- Category: ASICs
  - OSFP-XD Takes the Stand
  - Inphi: Boosting Valuation for Later Exit
  - 12 Aftershocks From Cisco-Acacia Quake
  - 400GbE Modules: Forecasting 2025 vs 2020
  - Cisco Systems’ Optics Pastime
  - Co-Packaged Optics on Trial
  - Acacia’s Narrow Option Down Food Chain
  - Will Xilinx Get Acquired?
  - Silicon Photonics’ Shift: Still Cost/Loss Issues
  - Ciena’s New Obsession with Vertical Integration
  - Intel’s Credibility Problem with Optics?
  - The Guts of the CFP2
- Category: CMOS
- Category: DSPs
- Category: FPGAs
- Category: MEMS
- Category: PLCs
- Category: TOSAs/ROSAs
- Category: Wafers
Category: Components
- COBO: Mismanaging One Person’s Power
- Cisco/Luxtera: Loss Leader and Defensive Move
- Avago/Emulex/Broadcom: Storage Target; Impact on Finisar
- Integrated Photonics Clash
- New M&A Types of Players In Optics
- Category: Attenuators
  - Silicon Photonics: Widespread Usage on Active Components Doubtful
- Category: Lasers
- Category: Modulators
- Category: Modules
- Category: NICs
- Category: Photodetectors
- Category: Subsystems
- Category: Transceivers
Category: Data Centers
- Cisco and Marvell/Inphi: 400ZR as Microcosm for Future Strategies
- Microsoft/Facebook Will Never Deploy Co-Packaged Optics as Defined
- Ciena: The “Blue Planet” Metamorphosis
- Infinera: Plausibility for Cautious Optimism
- Coriant: Market Perils on Investment in Distressed Assets
- Category: Big Data
  - Cyberattacks: Lower Bandwidth Growth Rates?
- Category: Cloud
- Category: DCI
- Category: High-Performance Computing
- Category: Servers
- Category: Storage
- Category: VCSELs
Category: Financial
- Zayo Had Sought to “Move Cups Around”
- Ciena and Ericsson: The Virtualized Merger
- USC Chair Claims It Takes a Village
- Major Pitfall in Financing Technology
- Ciena’s Incumbent Engineers Saved Firm
- Google Hoisted by Its Own Petard
- Ciena as Chameleon
- Finisar Buyout of JDSU’s CCOP Inevitable?
- Impact of Cisco Systems’ Purchase of Tail-f?
- Category: IPO
- Category: M&A
- Category: Network Monetization
  - 5G mmWave: Escaping “Plato’s Cave”
- Category: Private Equity
- Category: Public-Private Partnerships
- Category: Spinoff/Divestment
- Category: Telecom Analytics
Category: Interoperability
- Category: OSS
- Category: Synchronization
Category: IoT
Category: Modulation
- Category: NRZ
- Category: PAM-4
Category: NFV/SDN
Category: Open Line Systems
- Category: Transponders
- Category: White Boxes
Category: Passive Devices
- Category: AWGs
- Category: Cables
- Category: Optical Fiber
Category: Peering
Category: Photonic Integration
- Category: Polymer Waveguides
- Category: Silicon Photonics
Category: Power
Category: Protocols
- Category: IP
  - Bastardization of “All-IP” by Orange?
- Category: MPLS
- Category: OTN
Category: Regulation
- Brexit: Political Upside Imperative
- Category: Net Neutrality
Category: Security
- Category: Network Protection
  - Verizon’s 5G Fronthaul Fiber Sustainability
- Category: Protection Switching
Category: Services
- Category: Ethernet
- Category: Fiber Channel
- Category: Infiniband
- Category: Videoconferencing
  - Videoconferencing: The Elusive Business Application
Category: Supply Chain Management
Category: Systems
- Category: All-Optical Networks
- Category: Amps
- Category: CDC
- Category: Coherent
  - Battling False Narratives on 5G
- Category: DWDM/CWDM
- Category: FEC
- Category: L-Band
- Category: Optical Switches
- Category: Repeaters
- Category: ROADMs
- Category: Routers
Category: Uncategorized
- Infinera Retrospective: Highlighting Present Leadership Strengths
- Linear Drive Optics Modules: Marketing Tactics in Conflict
- II-VI Takeout of Broad Duopoly with Lumentum
- 400ZR+ and Arbitrarily Locked-In Narrative
- Broadcom on CPO/NPO: Countervailing Theories
- II-VI vs Lumentum: 3D Sensing Challenge
- Lumentum/NeoPhotonics: Revenue Pressures
- Quantum Productization Quackery and Exceptions
- Broadcom’s Big Bluff on CPO
- Our Optical Realizations in Bordeaux
- Adtran Plus ADVA Equals Better Buyout Target
Category: Vertical Integration
Category: Wireless
- Verizon 5G: Existential Business Case
- Category: Satellite
- Category: Wireless Backhaul/Fronthaul

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