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Amazon’s Whole Foods Buyout and DCI

Over the last week, those individuals following our second blog read that we were at least inclined to dismiss several narratives making the rounds, including: 1) Amazon’s purchase of Whole Foods (WF) being akin to the telecom bubble; 2) other suitors making counteroffers for WF; 3) Wal-Mart’s purported unreasonableness in having outside tech firms using…

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Lumentum and the Problem with Hubris

At least up until recently with the China boom, which has subsided for now, the extraordinary challenges in being an optical transceiver supplier have become manifold over the last 15+ years, including poor margins, direct competition from large customers, and a high level of market fragmentation. Such conditions would hopefully lead to a greater amount of…

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Acacia Casualty: Back to Si Photonics Hype

In addition to the start of out-of-whack valuations for optical component companies resulting from the convergence of two massive market forces, the initial overexcitement about Acacia Communications in general, and its focus on “silicon photonics” (“SP”) specifically (despite arguably, the superficiality of any positive impact on the firm’s cost), unfortunately made it more necessary for…

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AOI’s Stabilizer is 40G

Since the beginning of the arrival of the 40G data rate, there has been a consistent mantra in the industry of its impending decline and ultimate demise. Large market research firms have supported this point of view as they received the vast majority of their business from the dominant transport equipment vendors, which concentrated their…

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MACOM’s Aggrandizement of Optical Space

After recently discussing Acacia Communication’s seemingly compelled retreat to a level further down on the food chain, MACOM Technology Solutions Holdings, which has products that are no higher than that third layer has a tendency to embellish expectations, most notably this month on the future potential of the data communications portion of the optical market….

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Infinera Apparently Won’t Neutralize XTM

After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense given any reasonable analysis of the economics. Without saying it directly on its last quarterly conference, it appears fairly clear that the idea has been officially abandoned (although the CFO…

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