25 posts are filed under this symbol.

Why JDSU Bought Picolight

1310vcselsfp.jpgJDSU (JDSU) announced that they are acquiring Picolight, a maker of VCSEL based optical transceivers. This is yet another example of healthy consolidation in the optical components business, which ultimately will lead to a better business environment for all- except for the customers like Cisco that exploit the oversupply situation. And Cisco is the likely reason JDSU bought Picolight in the first place.

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Death of the All Optical Network – Gilder Telecosm 2006


Infinera took the bold and stunning risk of angering the Gilder priesthood by illustrating that an all optical network was not the future and not the best solution.

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Finisar & Luxtera – Gilder Telecosm 2006

The Gilder Telecosm 2006 conference is punctuated by sponsor company presentations. This session had the CEOs of Luxtera and Finisar (FNSR) presenting, followed by moderator and audience Q&A. I was really looking forward to this discussion given the work I’ve done on SFP’s and Cisco.

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The End of Telecom As We Know It And I Feel Fine

rem.jpgAnyone know where the next ten-bagger investment is in the Telecom sector? Does anyone believe such an idea is even possible anymore?
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Cortina Acquires Intel Comm Semi’s

cash-cow.jpgIt’s official. Looks like Cortina acquired a digestible portion of Intel’s (INTC) comm semi product line, forgoing the network processors that would bring high SG&A overhead. They focused on the parts they could plug into the company to generate cash flow.

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Cisco’s Optical Illusion

It’s common knowledge in the close circles of the optical module business that Cisco (CSCO) has built an extremely profitable business on the backs of optical module companies. What is not appreciated is its magnitude and the corrosive impact it has on the profitability of the optical module business.
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Cortina Acquires Intel Comm Semi Assets

header_logo.jpgThis is a developing story. This post will change as I learn more.

It appears Cortina Systems will purchase and operate the communication semiconductor assets of Intel (INTC).

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What’s Going On in Optical

OK, since I’ve been called out by Om Malik, I’m going to let rip with a stream-of-conciousness monologue on optical. No backspace key, no delete key, spelling corrections ex-post-facto. Here goes.

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Head Down, Working

Received a couple emails and a Yahoo! IM today with the same question… why no blogging?

I’m working on a detailed study on optical modules. I think I’ve found something particularly interesting.
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SFP+ … Yet Another 10G Optical MSA?

This article is an anonymous submission from a dedicated reader and frustrated engineer

A decade or more ago life as an “optical guy”…as grad student or a professional, revolved around fairly simple things…moving photons over here, a little “guvment” money over there, a product or two now and then…good times, good times. And if you were lucky enough to score a (gasp!) postdoc (swoon!) at Bell Labs, why ANYONE would work grueling hours for Dickensian low pay for a chance to work on things like… SONET…. DWDM… FIBER… BANDWIDTH… DATACOM…

Economics, ROI, quarterly growth, P/E, investor guidance and things of that sort, well that simply did not matter. For the truly patient investor, the general idea of a “boutique investment” applied well…a fairly complex science understood by the few in service of fewer still.
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