Blog

Showing Posts From: Ethernet

Top 10 Enigmas at Infinera’s Analyst Day

Our initial thoughts on Insight Infinera 2016, as outlined on our daily updates page over a week ago, was partially that “time will unlikely be a friend [to the vendor] as questions over long-term survivability are apt to become more pronounced.” We also stated that “[t]he only edge that we have been aware of over…

View More Details

More 400G Insanity at ECOC

At the recent ECOC Exhibition 2015, there was the continuation of the prevailing optical industry’s preposterous, public narrative that the deployment of 400G is within sight. There can be no doubt that in the foreseeable future that there will be an extremely small number of ports at that data rate found on routers, and perhaps…

View More Details

Avago’s Spinoff of Optics in Short Term?

While for now, Avago Technologies will be preoccupied with the immense and time-consuming effort of its integration process with Broadcom, not too long afterwards, it would not be surprising if there would be a spin-off that would include a large number of the combined company’s optical networking assets. The progressive shift from a technology-focused firm…

View More Details

Microsoft’s Network: Hitches with Quasi-Carrier Mindset

Microsoft has been caught in the undesirable middle with its Data Center (DC) infrastructure between striving to innovate with the lowest cost, state-of-the-art optical solutions as a huge enterprise player, and reconciling it with a historical propensity to use standard service provider equipment, which often has proprietary aspects that make it a more expensive proposition….

View More Details

Mellanox’s Messaging Resonance Not Key to Success

Mellanox Technologies is a typical Israeli-based firm in the datacom/telecom space in that it excels at technology development, but not necessarily from a marketing/sales perspective. While the vendor has expanded internationally and has its second headquarters in the US (including several of the top CXOs), which is potentially helpful to corporate communications, it appears that…

View More Details

To Infinera: Let Transmode Run as Freely as Possible

Infinera would be better off allowing Transmode Systems to operate as an independent division than to integrate it much into its own corporation. Despite all of the assertions to the contrary, their cultures could not be more unalike – the former, a high-profile, Silicon Valley-type of company with people consistently logging long hours, oftentimes grappling…

View More Details

Page 1 of 212