Bill Koss posts some entertaining anecdotes on the recent rumblings regarding “Booming Optical Growth“
I’m paraphrasing the article - read it in full here. It’s more serious, I’m just grabbing the funny bits.
How you know the bubble is back:
- Telecosm 2: Return of the Light is published
- Dave Huber starts another optical company
- You are at a cocktail party and two bankers start a debate between OOO and OEO (my personal favorite)
- CEOs/CFO’s are once again seen on CNBC talking physics and playing with toy mirrors
- Chambers Announces Cisco never left the optical business
- Average people want to hear about crystal growth yields
- Telecom people travel to Tulsa again, still no one knows why
- A California startup announces an ASIC that integrates the equivalent of 1000 Cerent 15454s on a single chip. This starts an “454 integration war” between several semi companies
- SuperComm Returns to New Orleans and calls itself SuperComm and acts like the last ten years are a forgotten memory
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