For those of you who missed my presentation at OFC 2007, I’ve put together an encore presentation you can watch directly on my site. I was asked to provide my opinion on the state of the optical landscape. I highlight the reasons why consolidation is necessary, why the industry isn’t 100% healthy, and the importance of commodity vs. boutique thinking.
Click through to the full post to view and comment.
One thing I didn’t mention – I am just as guilty of irrational exuberance in 2000.