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ADVA/MRV: Another Ecosystem Break

In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical ecosystem. One of the most damaging practices has been the emphasis on OLS, which allow these customers to selectively pick and choose various piece-parts of different system vendors in order…

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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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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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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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