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Optical “Supercycle” Farce

In one our recent daily updates, we pointed out: “How can the [optical supercycle] term be used when one of the biggest vendors, Ciena, is only expecting single digit growth in fiscal 2017?” Also, the supplier evidently felt compelled to bend over backwards, and at an unknowable price, to report a record order of backlogs….

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Bastardization of “All-IP” by Orange?

The marketization and politicizing of science can result in dire consequences, such as in environmental matters. While the ramifications may be less important in communications, such as the meaning of Ethernet being a moving target over time or with Luxtera being the only vendor to provide actual silicon photonics, albeit only for parallel singlemode, stretching…

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AT&T’s “Open ROADM”: More Skepticism

In defiance of AT&T’s uniquely leviathan network involving layers of infrastructure built over many years, the service provider continues to promote further leading-edge concepts that would ostensibly change the fundamental nature of its cost structure as well as its spider web of operational entanglements. These major shifts have been projected to occur in an immense…

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Juniper’s Impulsive BTI Acquisition

Regardless of a news report of a very low purchase price for BTI Systems, and despite Juniper Networks’ contention about the acquisition “not [being] a new strategy,” the move is actually a watershed moment for the corporation, and it does not seem to reflect its historic reputation for investments in a deliberately thoughtful manner with…

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AT&T/DirecTV: Epitome of Bellhead Ploy

While the industry narrative continues to push the illogical idea that AT&T is leading the pack internationally as a transformational player, the operator has seemed to be more concerned in remaining a copper service juggernaut. It appears to us that perhaps the most important, although not apparently stated reason for its acquisition of DirecTV, was…

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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…

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