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blog 1486467644 38

Ciena Probably Overpaying for Cyan

A prima facie case can be made that the $400 million price tag on Cyan is out of line. In effect, Ciena should have problems justifying it is worth at almost half as much as …
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blog 1486467637 36

400GbE Spectacular Fantasy

At least in fantasy football, the actions are based on activities that genuinely exist in the present world. At a time when the telecom/datacom optical market is arguably as bad as ever, it is unseemly …
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blog 1486467633 35

Optical PAM-4 Restricted to 500 Meters?

Our company is always inclined to look towards historical precedent for guidance, and electronics have continually been leveraged throughout the years to bail out optics, such as with its imperfections including nonlinearities, as well as …
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blog 1486467630 34

Knocking of Silicon Photonics Now Mainstream

Who would be against the idea of applying Moore’s Law at some time in the future to optical chips in that it would revolutionize the entire cost structure of transporting signals over light? Nevertheless, only …
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blog 1486467627 33

Convoluted 20/80 Rule in Data Center Optics

Actually, it is probably a lot closer to a 90/10 relationship in which there is unbelievable amount of attention given to high-end optical development spurred on by a small number of mega-Data Center (DC) operators, …
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blog 1486467624 32

Integrated Photonics Clash

Please join us for our panel at OFC 2015 for a change of pace with fewer slides and with a focus on a lively discussion (and lots of audience participation), which will genuinely face the …
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blog 1486467621 31

Monetizing Older Networks: An Overreach?

Although one of the most thought-provoking panels at OFC 2015 will be on the monetization of optical networks, which will include seasoned experts who are vigorously involved in building new revenue models, it is not …
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blog 1486467618 30

ROADMs Instead of Metro 100G Systems?

At the OFC 2015 conference, one of the most highly respected network engineers in the business from Xtera Communications will be legitimately asking the question on a panel, “What on Earth is a ‘100G Metro …
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blog 1486467611 28

Surviving in a 10G World

Given that the lion’s share of the discussion in telecom forums is about vaporware, it is not surprising that a lot people in the industry would probably be amazed to hear that R&D spending on …
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blog 1486467608 27

Latest Title II Opened: Property Rights Raid

After the extraordinary action of not making its document on applying Title II rules to the Internet before its formal meeting on the matter, resembling the behavior of a repressive regime, the FCC has voted …
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blog 1486467605 26

Optical Hardware Innovation Permanently

At the OFC 2015 show next month, the Rump Session is entitled, “Is it ‘Game Over’ for Hardware?” The discussion will be about “[s]ome industry trends like SDN appear[ing] to make optics hardware engineering and innovation …
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blog 1486467592 25

New Title II Will Choke Optical Investment

The logical presumption associated with the madness of the FCC’s planned takeover of the Internet will be that service providers should be expected to cut back on fiber optic network investment to an absolute minimum, …
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blog 1486467589 24

Cyberattacks: Lower Bandwidth Growth Rates?

Going back to 9/11, there began the realization that an attack on data center infrastructure would make a large corporation the most vulnerable – even more than the loss of the leadership. Simply put, it …
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blog 1486467586 23

Another Savior of Data Center MM Fiber?

In addition to the development of longer-distance and higher-speed VCSELs, there is a possibility that in the long term, polymer waveguide material embedded in electronics could also help to extend the life of multimode fiber …
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blog 1486467583 22

No Blowback from Neophotonics Pickup

Before the closing of its deal for Emcore’s narrow linewidth tunable laser product line this month, it had been difficult to find any criticism given that Neophotonics bought Santur several years ago. Apparently, there had …
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blog 1486467580 21

Absurdity of Stressing Metro 100G Now

A couple of financial analysts have been touting Ciena as the expected big winner for a future contract for a large 100G metro project at Verizon. While there can be little doubt that the vendor …
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blog 1486467577 20

Google and Cars: Same Revenue Stream

There tends to be a lack of a full understanding of the intention behind the bulk, if not all of Google’s investments in new solutions. At the end of the day, they are each about …
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blog 1486467571 19

Cisco: Buyer of Potential Finisar-JDSU Combo?

If Finisar purchases JDSU’s CCOP division, would a systems integrator be interested in buying the combination? Unquestionably, there have been rumors in the past that Cisco Systems would buy Finisar, which with CCOP, would make …
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blog 1486467564 18

Finisar Buyout of JDSU’s CCOP Inevitable?

Simply by a process of elimination, it is difficult to foresee any other player besides Finisar being interested in purchasing JDSU’s planned spinoff of its optical components portfolio, Communications and Commercial Optical Products (CCOP). Such …
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blog 1486467556 17

Data Centers Moving to “Sweat” Shops

What is really happening in the greening of the data center? We are not seeing orders of magnitude reduction of power consumption. We are not seeing the use of cleaner power plants. Evidently, engineers and other individuals …
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blog 1486467553 16

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 …
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blog 1486467547 15

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 …
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