http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1335 Stephen Hardy Thu, 14 Jun 2007 14:03:35 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1335 Your story reminds me of Parama Networks, who followed the opposite path from Infinera. They started as a systems developer, but discovered that people were more interested in the IC at the heart of the system -- the first "ADM on a chip." So they switched gears and became an IC supplier. Movaz was an announced customer. Bay Microsystems bought them in June 2005. Your story reminds me of Parama Networks, who followed the opposite path from Infinera. They started as a systems developer, but discovered that people were more interested in the IC at the heart of the system — the first “ADM on a chip.” So they switched gears and became an IC supplier. Movaz was an announced customer. Bay Microsystems bought them in June 2005.

]]> http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1333 weekly blog chat - VCs | Infinera | Juniper | More « Iain’s Chips & Tech Wed, 13 Jun 2007 17:27:16 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1333 [...] Infinera - The Optical Component Company That Wasn’t — Nyquist Capital Andrew continues to provide good colour on optical component industry challenges. [...] [...] Infinera – The Optical Component Company That Wasn’t — Nyquist Capital Andrew continues to provide good colour on optical component industry challenges. [...]

]]> http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1337 Dean Richardson Tue, 12 Jun 2007 20:12:33 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1337 Thanks for telling Infinera's story in such a helpful and insightful fashion. My own experience at an InP PLC startup (Nanovation Technologies) ended a little differently, so it's gratifying for me to see Infinera come so far. Any chance that VCs will be more interested in any PLC companies that try to follow Infinera's lead? Thanks for telling Infinera’s story in such a helpful and insightful fashion. My own experience at an InP PLC startup (Nanovation Technologies) ended a little differently, so it’s gratifying for me to see Infinera come so far. Any chance that VCs will be more interested in any PLC companies that try to follow Infinera’s lead?

]]> http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1330 Andrew Schmitt Mon, 11 Jun 2007 01:12:53 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1330 I'm so sick of hearing people say that. I'll tell you the same thing I tell everyone else now- Prove it. I’m so sick of hearing people say that. I’ll tell you the same thing I tell everyone else now- Prove it.

]]> http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1331 Bandgap Sun, 10 Jun 2007 13:23:07 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1331 Yeah, Google... and don't forget: internet video is the main driver for 10 Gig Ethernet, native, over dark fiber. Yeah, Google… and don’t forget: internet video is the main driver for 10 Gig Ethernet, native, over dark fiber.

]]> http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1336 Andrew Schmitt Sat, 09 Jun 2007 19:25:08 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1336 Uh you mean Google, the company that if extrapolated out will be in every business everywhere with 100% market share? :) Uh you mean Google, the company that if extrapolated out will be in every business everywhere with 100% market share? :)

]]> http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1332 Bandgap Sat, 09 Jun 2007 14:33:08 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1332 What's that company from Mountain View, the one that's rumored to be buying up dark fiber? I forget... will they be the really big customer? What’s that company from Mountain View, the one that’s rumored to be buying up dark fiber? I forget… will they be the really big customer?

]]> http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1334 Infinera — new component paradigms start in systems « Iain’s Chips & Tech Fri, 08 Jun 2007 17:06:15 +0000 http://www.nyquistcapital.com/2007/06/08/infinera-the-optical-component-company-that-wasnt/#comment-1334 [...] Infinera - The Optical Component Company That Wasn’t — Nyquist Capital [...] [...] Infinera – The Optical Component Company That Wasn’t — Nyquist Capital [...]

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