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Showing Posts From: Long Haul/Regional

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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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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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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