Blog

Metro 100G “Heresy”

In a 2015 post discussing an OFC presentation of a well-known engineer in the business, titled “ROADMs Instead of Metro 100G Systems?”, the response from a technologist was, “Very interesting view, some may cry heresy.” fibeReality has been consistently rather bearish on public network deployment of metro 100G gear, including an earlier article: “Absurdity of…

View More Details

Optical “Supercycle” Farce

In one our recent daily updates, we pointed out: “How can the [optical supercycle] term be used when one of the biggest vendors, Ciena, is only expecting single digit growth in fiscal 2017?” Also, the supplier evidently felt compelled to bend over backwards, and at an unknowable price, to report a record order of backlogs….

View More Details

Finisar Execs Should Get Out Now

While the CEO of Finisar has been associated with the company for over 25 years, the average time that the rest of the executive management team has been in the optical components space is around 18 years. Undoubtedly, they have to understand how terribly unique their situation has become after years of mounting obstacles that…

View More Details

Top 10 Enigmas at Infinera’s Analyst Day

Our initial thoughts on Insight Infinera 2016, as outlined on our daily updates page over a week ago, was partially that “time will unlikely be a friend [to the vendor] as questions over long-term survivability are apt to become more pronounced.” We also stated that “[t]he only edge that we have been aware of over…

View More Details

Xtera’s New CFO May be Its Only Hope

Joe Chinnici was unceremoniously let go by Ciena, as the ex-Nortel executives at the company evidently advocated replacing him. In complying to the Sarbanes-Oxley requirements, there were initial glitches in those new rules, and deals were being held up – he apparently became a scapegoat. Along with the CTO, he was an important check against…

View More Details

Coriant Not Culturally a High-End Leader

Although there is a lot of significance in certain quarters being attached to AT&T’s trial of Coriant’s 400G system (as we recently pointed out on our daily updates page), the engineers formerly with Tellabs and Nokia Siemens Networks (NSN), which make up the heart of the private equity-financed vendor, do not seem to have a…

View More Details

Page 4 of 23« First...23456...1020...Last »