Juniper’s Aurrion Buyout: Tech Nightmare?

August, 2016

Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply of transceivers as well as maybe strengthen its competitive position by acquiring intellectual property. Yet, its purchase of Aurrion and its complex set of moving parts at what seems to be a rather handsome price for the componentry company’s investors appears even more questionable than the router firm's previous pickup of BTI Systems. Aurrion’s focus is on wafer integration, the same type of technology that Intel has struggled to commercialize in the past. Although once again, following the industry in

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Lumentum Overtaken by Finisar at Apple?

July, 2017

When it comes to 3D-sensors, both Lumentum Holdings and Finisar are being gutsy in striving to make a tremendous amount of penetration, not only away from their traditional market strongholds, but also in a new product space, VCSEL dies, (arguably even a somewhat brand, new experience for Lumentum), which has technology challenges not meant for the fainthearted. Those individuals following our other blog have been able to keep up with some of the potential minefields in being a chip vendor to Apple’s iPhone including 1) only a minimum of two vendors needed for Apple to lower prices to shockingly low levels (and other smartphone competitors will expect their charges to be in the same...

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