Blog

Showing Posts From: Wireless Backhaul/Fronthaul

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…

View More Details

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…

View More Details

Double Standard When It Comes to Verizon

Although during its existence as a corporation, Verizon has made its share of mistakes, there are often contrasting principles at work with some members of the press and certain industry analysts when it comes to the firm, especially in relation to AT&T. While the latter is looked upon more favorably nowadays, its strategy has been…

View More Details

Submarine Festoons Needed in US

Although undersea festoon networks can be found in many parts of the world, one would be hard-pressed to locate a single case in the States. From the perspectives of lower cost, speedier and simpler deployment, as well as indiscernible environmental impact, they should be a slam dunk. Nevertheless, for many years, the permission that is…

View More Details

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…

View More Details

AT&T’s “Open ROADM”: More Skepticism

In defiance of AT&T’s uniquely leviathan network involving layers of infrastructure built over many years, the service provider continues to promote further leading-edge concepts that would ostensibly change the fundamental nature of its cost structure as well as its spider web of operational entanglements. These major shifts have been projected to occur in an immense…

View More Details

Page 1 of 212