Symbol Archive for 'OPXT'

10GbE and SFP+ - This Time It’s Different

Published
by
Andrew Schmitt
on November 28, 2007
. 5 Comments , , , , , , .

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One of our more popular theme pieces (see “Five Misconceptions About the 10G Optical Market“) examined the state of the 10GbE market and sought to identify the gaps between market perception and reality. It’s time to publish an update with the facts we have collected and opinions we’ve formed since then.

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Five Misconceptions About the 10G Optical Market

Published
by
Andrew Schmitt
on May 30, 2007
. 18 Comments , , , .

I’ve noticed a common trend during conversations with investors and analysts about the state of the optics market. People seem to be staking their hopes on 10G as the growth driver for the industry. I firmly believe this is true, but people are assuming the gains will be evenly distributed among all players. Here are the common misconceptions:

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Dr. Strangelove, Or: How I Learned To Stop Worrying and Love Huawei.

Published
by
Andrew Schmitt
on November 20, 2006
. 4 Comments , , , , , , , .

I know two American engineers who have relocated to China to lead optical module design teams at Chinese equipment companies. They live and work in China for Chinese companies, using their skills to build custom modules - skills no longer in demand from their American Tier-1 telecom equipment employers.

Continue reading ‘Dr. Strangelove, Or: How I Learned To Stop Worrying and Love Huawei.’