IN THE NEWS
September 18, 2017
The Market Focus session on synergies between optical and mobile plant for 5G networks by Ericsson "were superficial in nature. There was nothing about having the Calix boxes being at the heart of the networks, instead of just at the end point, such as in using the OLTs as the BDUs for mobile fronthaul. During Q&A , [Mark] asked the speaker about this matter, and he responded that one solution does not fit all based on topology and geography....We do not believe that is the answer that Verizon is expecting."
September 17, 2017
Mark "asked him whether it could be argued that it was overkill to have six work packages and 10 use cases with Metro-Haul, when the bulk of the action is taking place in the access. His response was that the problem is huge, and it needs to be taken in separate pieces."
September 15, 2017
The Deputy Chair of Photonics 21 Working Group 1 "did not see the paradox of Europe being very R&D intensive with lots of funding through public-private partnerships, and the fact that the payoff is not long enough or sustainable until the industry moves on to the next technology (including in the entire field of IT). Instead of moving to more of a free market model, there is a constant search by Photonics21 to make things better with the older model, such as the new emphasis in defining mega trends." Mark "asked the gentleman during the Q&A session about this matter, and he stated that he did not know how to respond, and that I should talk to some people more on the economics side." We "think he said it all when he brought up that making the case for funding based on the cloud is a hard task."
March 22, 2017
Mark is having a very frank discussion with an executive from Go!Foton.
March 19, 2017
At the microphone, Mark confronted the Engineering Director of Google Access directly against his stance on NG-PON2, and stated that given his company only deployed a paltry amount of fiber to the home, and with Verizon having a vast amount of experience, his dismissal of the approach was disingenuous.
March 19, 2017
Despite Mark's arguments during the session that a monolithic approach deserves to be called silicon photonics more than one that is a hybrid, there were at least a few people in the room who seemed to indicate that SiPh can mean just about anything -- of course, then it means nothing.
March 19, 2017
During the Q&A, Mark heavily criticized the whole notion of AIM Photonics, emphasizing the poor track record of public-private partnerships.
February 28, 2017
Mark makes a presentation on "Israeli & European Optical Supplier Combination Opportunities."
February 20, 2017
"According to the fibeReality (consulting and market research firm specializing in the telecommunications and data communications optical industry), the price of 100G QSFP PSM4 and CWDM4 will drop to a historic low."
February 04, 2017
"We believe that historically, [Ciena] has had a penchant for readily transitioning to the strategies and philosophies of executives, particularly brought on through acquisitions, including from startups that were already on a severe downward trajectory, which had at times resulted in serious financial consequences.”
January 12, 2017
Mark presented "Emergence of Data Center Operators in Submarine Networks."
December 21, 2016
“There is not much evidence to suggest that AT&T has become in reality substantially less operationally driven based on the old Ma Bell model, which has always advocated keeping elements in the network indefinitely,” Lutkowitz added. “In contrast, again, it is Verizon, despite its conservative stance on OLS, which has been quite a bit more innovative.”
September 27, 2016
"Much of what I have written below is a synthesis of blog posts that are published by.... consultants, including "fibeReality...."
September 20, 2016
Mark questioning Hans-Juergen Schmidtke, Director of Engineering in Facebook’s Infrastructure Foundation team after his presentaion.
September 20, 2016
During Q&A after the session, Mark asked executives from Finisar and Lumentum Holdings how they expect to remain in business with all of the negative market factors.
September 18, 2016
During the Q&A, after Mark asked a knowledgeable source about what Intel was actually shipping in terms of silicon photonics, the extraordinary response was that it was a secret.
September 12, 2016
Lutkowitz said it would be a mistake to overvalue Acacia based on its strong stock performance, which puts Acacia's market cap at $4 billion, around 10 times its revenue....There's a bit of a mini-stock bubble in the optics industry that Acacia is part of, he said, and the company went public at the perfect time to take advantage of it.
September 01, 2016
One of the most pressing matters in the industry are the implications of signalling protocol PAM- 4 overtaking incumbent NRZ.
May 31, 2016
"There’s been a bunch of skepticism of late about the efforts of Infinera, which has traditionally sold to the 'long-haul' fiber market, to get into the short-haul, or 'metro' market."
March 03, 2016
Several recent online articles have pointed to a lack of enthusiasm on the part of network operators for deployment of SDN....
August 21, 2015
"Mark Lutkowitz, an industry analyst who has been a steward of observing telecom trends suggests that the expected migration from 10G to 100G during 2015 may be delayed with the availability of 40G technology. It should be noted that 100G technology is more difficult to deploy than either the popular 10G rate or the oft-deployed, but less trendy, 40G."
August 12, 2015
Mark Lutkowitz, principal at consultancy fibeReality, is more circumspect. “As a general rule, the more that reality sets in, the less impressive silicon photonics gets to be,” he says. “The physics is just hard; light is not naturally inclined to work on the silicon the way electronics does."
March 25, 2015
Alka presented: "Future of VCSELs in Data Centers -- Healthy Market Indefinitely"
March 25, 2015
Mark was a speaker at the event and he emphasized: "Game Will Never Be Over for Optical Gear."
March 24, 2015
Mark moderated the panel facing the participants from the audience to better engage the speakers in a lively discussion and debate.
March 22, 2015
Mark questioned the keynote presenter from Microsoft starting with density and ending with security (Part 2 19:30-25:40).