Piper Jaffray Hikes Price Targets On China Optical Boom

An Investor Business Daily article summarized a research note from Piper Jaffray. The note was issued by Troy Jensen following a call held with Andrew Schmitt and 70+ buy-side investors.

ECOC 2016 Logo

ECOC 2016 Market Focus Interview (VIDEO)

Andrew Schmitt is interviewed after his presentation at ECOC 2016 in Dusseldorf where he presented an update on the use of 100G coherent in the data center interconnect and metro markets.

Infinera Introduces Cloud Xpress 2; Extends Leadership in Data Center Interconnect

Infinera announced a follow on product to it’s groundbreaking Infinera Cloud Xpress, including the integration of it’s GEN4 PIC technology.

Inphi Announces Quad Linear Driver

Inphi bet big and bet early on linear drivers, rather than limiting drivers, for coherent applications. As a result they dominate this market. It announced a product refresh at ECOC 2016.

Fujitsu Announces Modular Blade Families in 1FINITY™ Platform

Fujitsu Network Communications rolled out its new 1FINITY Platform, aimed at service providers interested in dis-aggregated optical network architectures.

100G Inside the Datacenter Goes Prime Time

Andrew Schmitt wrote an article sent to all OFC 2016 attendees foreshadowing what would be the big themes for the show and what trends would follow throughout the year.

ClariPhy First 16nm Coherent Optical Networking Platform

Clariphy announced a new 16nm silicon platform designed to be the foundation for future 400G coherent DSP designs.

Ciena Announces 6500 T-Series Packet-Optical Platform

As part of it’s impending rollout of equipment in Verizon’s metro WDM network, Ciena announced a new 6500 platform for this application.

LIGHTWAVE: Component suppliers brace for ZTE export ban effects

Lightwave summarizes the news that the US Dept. of Commerce has blocked all exports to ZTE in China.

Nokia Expands Mobile Fronthaul Offerings

Nokia (Alcatel-Lucent, really) announced its first integrated mobile fronthaul transport system. Happy to say it also was the first quote for Cignal AI.