Page 1 / 10   >   >>
Frank123 1/24/2016 | 2:53:54 PM
New orders coming?? Could it be that Enablence will make some news before OFC. I know Evan Chen and he is a good guy that has a plan for new product to serve the LR market.  The Enableance, Hybird PLC is a great option for compact optoelectronic components for a high volume market.   If they have the volume manufcturing figured out for 80G and above this could start to generate some nice revenues for them.
Mark Sebastyn 12/5/2012 | 3:43:28 PM
re: Enablence Acquires Wave7 And this makes sense because...
deauxfaux 12/5/2012 | 3:43:27 PM
re: Enablence Acquires Wave7 Great guys, a lot of hard work, neat technology, a lot of happy customers in a very tough segment.

Best wishes and good luck guys

deauxfaux 12/5/2012 | 3:43:27 PM
re: Enablence Acquires Wave7 Given the number of shops that they've been laughed out of, I suppose that this was Enablence's only recourse to get a customer.

Lets see now.....fabs in Fremont and Geneva with a HQ in Ottawa and a huge number of people in Alpharetta....Yep....sounds like a "winning" strategy to be the low cost producer of components and compete against the chinese.

timbuktu 12/5/2012 | 3:43:22 PM
re: Enablence Acquires Wave7 Question #1
Is deauxfaux's remark viable, or is the 'vertical integration strategy' actually a strategically smart move.

Question #2
What is Wave7's underlying motivator behind this move?

ymchu 12/5/2012 | 3:43:21 PM
re: Enablence Acquires Wave7 I don't think there is a chance for them to compete not to say low cost chinese xceiver. Maybe it's a preparation for another sale.

I think W7 can reverse take over, they know the market better.
Physical_Layer 12/5/2012 | 3:43:20 PM
re: Enablence Acquires Wave7 1) Will yesterday's potential customers of Enablence now look at them as a competitor on the PON equipment market and not be as interested in them?

2) Why wouldn't they finish vertically integrating at the components level first? They bought receivers and a fab, what about lasers?
deauxfaux 12/5/2012 | 3:43:19 PM
re: Enablence Acquires Wave7 A couple of thoughts.

No OEM will touch Enablence's parts with a 10 foot pole now. I can just hear the VP of Sales at Enablence now; "just go ahead and sign the NDA...we won't tell the Alpharetta guys about what you are doing, what deals you are winning...etc. etc.

With 2 fabs, an Ottawa HQ and now the Alpharetta guys (the only group worth anything) now Enablence will REALLY start the cash burn

deauxfaux 12/5/2012 | 3:43:17 PM
re: Enablence Acquires Wave7 There are no advantages for Wave7; their VCs wanted out and decided to sell.
timbuktu 12/5/2012 | 3:43:17 PM
re: Enablence Acquires Wave7 I wonder where the advantages are obtained for Wave7? They should have teamed up with a telco/IP vendor with a complementary product portfolio and presence in significant markets. I assume that Cisco would have been a likely candidate, but then again this would destroy their anti-PON story.

Page 1 / 10   >   >>
Sign In