Intel

OFC2019 – 5G and MSO Access

5G mobile technology and the cable/MSO initiative Fiber Deep are generating interest in new and unique optical networking solutions

OFC2019 – Inside the Datacenter

The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.

400ZR – The 4th Generation Coherent Opportunity

The arrival of standardized, pluggable 400ZR and derivative technologies – fourth generation coherent – is poised to be the most disruptive event in optical hardware since the advent of coherent 100G in 2010.

Packet Pushers Hosts Cignal AI

Andrew Schmitt was invited by Packet Pushers and Scott Wilkinson of ECI to participate in one of its weekly podcasts. While not well known in the service provider world, it is popular among the network engineers of small to large Enterprises. Each podcast has about 10,000 downloads per episode.

OFC 2018 – 400G Inside the Datacenter

When the conversation at OFC turned to short reach client optics, faster speeds were the central focus.  Several companies announced products and gave demonstrations of 400G capable technology. The 100G speeds and production ramp that had been such a hot topic at OFC 2017 had little follow-on during 2018.Continue Reading

Investor Call – Piper Jaffray Optical Event

Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew gave his perspective on the latest events in the optical component and equipment market.

Topics during the call included:

Anticipated impact of China’s MIIT…

Investor Call – OFC 2017 Takeaways

Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray. Sixty-seven investors participated. Topics of interest included:

Impact of Ciena’s Wavelogic AI DSP Licensing Outlook for Coherent Port Shipments in China During 2017 Market Outlook for CFP2-ACO/DCO and QSFP28 Markets Potential Vertical Integration by Intel or InPhi…

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Intel 3Q16

Intel’s financial results provide useful insight into the economic activities of the Cloud and Colo market. Effectively all of the CPUs (and now FPGAs) used in data centers come from Intel, and the company is slowly extending into other businesses via silicon photonics. The company reported results this week and digging through the numbers foreshadows…

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Intel 4Q15 Earnings Call

Virtually all of the CPUs used in data centers come from Intel, therefore the Data Center group sales are a useful macro barometer for the growth and outlook of data center spending.

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