re: JDSU Picks Up Picolight for $115MThanks, Andrew. FNSR's Jerry Rawls recent comments on LRM were causing some of my confusion. Hence my questions about XFP...
The data center may be more important to fiber than telecom right now. But it's hard to figure out whether corporate centers will stick with single-mode fiber, or use the new IEEE long-range multimode (LRM) standard that can use the Fiber Distributed Data Interface (FDDI) legacy installed base. And some vendors are promoting twisted-pair copper networks using the new 10GBase-T standard.
Where does Finisar see the best opportunity?
In the short run, LRM is the best bet because enterprise managers can take advantage of installed fiber and OEMs can look to component vendors to move from last-generation Xenpak to XFP (10Gbit Form Factor Pluggable Module). We'll see a transition from Xenpak using the LX-4 standard, with four channels at 3Gbps, to the single-channel LRM.
re: JDSU Picks Up Picolight for $115MDon't u think JDS bought Picolight because of their parallel optics products ? That the main scenario that makes sense.
re: JDSU Picks Up Picolight for $115MWhat are the parallel optics products?
Just wandering ... the Picolight CEO mentioned in the press release that the jdsu and Picolight combination could change the competitive landcape. Could you shed any light on this?
re: JDSU Picks Up Picolight for $115MHow much cost reduction does the 1310nm VSCEL yield over an F-P? Since so many VCSEL makers gave up on development as the cost of F-P's became so cheap, it begs the question of whether or not it still represents any significant advantage? Obviously, they did not appear to make a big impact in Picolight's penetration of the 4g FC transceiver market, targeted a year earier.
re: JDSU Picks Up Picolight for $115M**Picolight CEO mentioned in the press release that the jdsu and Picolight combination could change the competitive landcape.**
re: JDSU Picks Up Picolight for $115MAny reports on how this acquisition is going now that the deal has gone through? Heard the execs made out like bandits. Have to wonder if execs at JDSU used their stockholder's money to bail out Picolight investors/management.
Cisco isn't deploying XFP. Have not and will not.
Cisco needs cheaper, higher density modules than X2.
SFP+ is the only solution.
Vitesse EDC chip is unrelated.