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Infinera’s Crack at Quasi-Reconstruction

Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining the rest of the community of optical system vendors, which determined a long time ago, the lack of merit with choosing a Photonic Integrated Circuit (PIC) approach, and the supplier’s…

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Huawei’s Public Cloud: Impact on Optics

As the slowdown in China continues, there is little hesitation for optical component vendors to blow up the potential for market opportunities, which will hardly be meaningful to their businesses in the short to medium terms. A good example is the large contract signed between Verizon and Corning, which will be for 5G applications, and…

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Google Hates Building All Networks

According to our Clash of Metro 100G Optical Vendors with Shifting Network Paradigm report: “As…the case with several of the…big Web 2.0 data center operators, they were forced to operate their own networks….It is simply not in the core competency range for Google to run a network…. A large service provider, such as Verizon, simply…

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Ciena Should Buy ADVA

While the ex-Nortel contingent, which has dominated the direction of Ciena in recent years, would almost assuredly be opposed to the idea because it would be viewed as a direct threat to its turf, the supplier would greatly benefit from purchasing ADVA Optical Networking. With the number of DWDM greenfield opportunities being few and far…

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CenturyLink Could be a Sleeper

When a typical industry observer thought of CenturyLink over the past several years, the following aspects probably came to mind: only a handful of major metropolitan areas that are a vast distance apart from each other, a large “independent telco” mindset, longer metro/regional networks that can require costlier equipment outlays, lots of rural customers in…

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If Verizon Has Vague Rationale, Think FCC

For Verizon, there has been the matter of a tremendous buildout of Fiber-to-the-Home (FTTH) infrastructure in the past, which was clearly cost prohibitive, or more recently, supposedly picking up this activity with solutions that do not make sense technically. There have also been the head-scratchers on the purchases of both AOL and Yahoo, the former…

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