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New M&A Types of Players In Optics

In recent weeks, there has been a flurry of acquisition activity with three optical component companies being purchased by non-traditional kinds of acquirers, particularly players in the short distance, communications market including data centers. These buyers, such as Huber+Suhner and its takeover of Cube Optics, are definitely concerned about an adequate supply of componentry being…

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AT&T’s Neutrality Reply a Red Herring

While on the surface, it is commendable that a large player such as AT&T is taking on the US government on net neutrality, its response is totally self-serving. The carrier knows that it will make relatively little money in providing fiber to residential customers. Plus, the biggest cause of network congestion does not come from…

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Telecom Analytics With Bad Data?

On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along with a high level of ignorance about whether a large number of circuits are either working or connected in networks. At least with wireless technology, it has been around for…

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Net Neutrality: Hurtful Government Whims

The notion of neutrality in general is a myth. Nations that claim to be neutral in inter-state conflicts are hardly impartial. If country A has a major advantage in its conflict with country B, the so-called non-aligned party is in effect supporting the former, and potentially leading to its winning the fight. When the US…

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Integrated Photonics Manufacturing Institute: “Panoptic” Danger

One should hardly rule out the risk of the Integrated Photonics Manufacturing Institute (IPMI) morphing into an all-encompassing and permanent industrial policy for the US. The term “integrated photonics” is so ambiguous and nebulous as to potentially include every facet of new optical technology. Also, it is a sure bet that manufacturing itself will not…

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Uncle Sam: Major VC for Optical Gear Development Indefinitely?

Where will the money come from to fund R&D for next generations of fiber optic equipment in the telecommunications and data communications markets? Clearly, the vendors will have enough trouble just keeping up with the changes on existing equipment in what are many cases relatively low-margin businesses – and will be quite hesitant to move…

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