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Xtera’s New CFO May be Its Only Hope

Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements, there were initial glitches in those new rules, and deals were being held up – he apparently became a scapegoat. Along with the CTO, he was an important check against…

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Acacia’s Bridge Too Far

The photo associated with this article shows the Arnhem John Frost bridge in the Netherlands, which became really famous with the 1977 epic film, A Bridge Too Far, which depicted the tragic and overreaching allied scheme, Operation Market Garden, in September 1944 to end the war in the European theater by Christmas. Of course, when…

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Acacia Will Likely Push 400G DSP

The message that the Street may be going way overboard with Acacia Communications’ valuation, let alone its new secondary offering, may be beginning to resonate. For example, one can read, “Acacia: A Company That Will Need To Be Resistant To The Ire Of Investors.” Yet, the money to be made by at least certain institutional…

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Acacia’s Valuation: The Street’s Cruel Joke

While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes even close to exceeding the valuations of either Finisar or Ciena. With the limited number of tech IPOs, it appears that some institutional investors have constructed a mini-bubble based on…

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New Optical Ecosystem at Jabil

After over 15 years of both optical component and system suppliers struggling to generate meaningful margins in the telecom and data communications market, it may be way past time to concede that there may never be much of a positive change in the future. Actually, the nature of DWDM itself right from the beginning and…

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Google Hoisted by Its Own Petard

As Alphabet’s Google delights in the decision by the three-judge panel of the U.S. Court of Appeals for the District of Columbia upholding the FCC’s ridiculous net neutrality rules involving the Title II reclassification, the search provider’s attorneys should take a close look at the potential long-term ramifications. In particular, the holding shockingly places no…

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