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Showing Posts From: Long Haul/Regional

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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Higher Stakes with Web 2.0 Undersea Apps

One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks – What Does This Mean for Everyone Else?” As far as the world is concerned, the answer to the question can hardly be exaggerated as the Internet backbone is vitally important….

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100G Will Remain Dominant for Decades

The understatement of the first half century involving optics may have come from a Ciena executive at the Deutsche Bank Technology Conference in September 2016: “[W]e think 100-gigabit is probably going to be the currency for some time still. That is a lot of capacity. I think we all get desensitized to it because everybody…

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Infinera and the Age of Narcissism

In early 2012, Forbes published an article called “Why Narcissistic CEOs Kill Their Companies.” While we believe that some of the characteristics described in the article do not necessarily apply to the two principal corporate executives at Infinera, there are at least several that seem to fit one or both to a tee. It also…

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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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Metro 100G “Heresy”

In a 2015 post discussing an OFC presentation of a well-known engineer in the business, titled “ROADMs Instead of Metro 100G Systems?”, the response from a technologist was, “Very interesting view, some may cry heresy.” fibeReality has been consistently rather bearish on public network deployment of metro 100G gear, including an earlier article: “Absurdity of…

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