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Acacia Communications IPO: A Compelling Story?

The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it may not happen at all. The stakes were clearly high in that it appears to have been the only VC-backed 100G firm. While Acacia has made impressive penetration into the…

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Xtera IPO an Act of Desperation?

Apparently, Xtera Communications’ desire to exit the optical business can no longer be characterized at all as graceful, but as somewhat frantic. There had been speculation in the industry that the supplier had even backed out on the idea of filing the S1, and then afterwards, it cut the terms of the IPO in half….

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Monetizing Older Networks: An Overreach?

Although one of the most thought-provoking panels at OFC 2015 will be on the monetization of optical networks, which will include seasoned experts who are vigorously involved in building new revenue models, it is not easy to imagine the kind of cultural metamorphosis that would be required for incumbent service providers to change their long-standing,…

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ROADMs Instead of Metro 100G Systems?

At the OFC 2015 conference, one of the most highly respected network engineers in the business from Xtera Communications will be legitimately asking the question on a panel, “What on Earth is a ‘100G Metro System?’” Bill Szeto will be asserting that because 100G currently means a whole wavelength, there is nothing wrong serving the…

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Data Centers Moving to “Sweat” Shops

What is really happening in the greening of the data center? We are not seeing orders of magnitude reduction of power consumption. We are not seeing the use of cleaner power plants. Evidently, engineers and other individuals working at Data Centers (DCs) will be increasingly making wardrobe changes from light jackets and slacks to shorts and…

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