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Pete Baldwin 12/5/2012 | 5:39:56 PM
re: Silicon Photonics Signals Red Alert for 100G

Right -- Cisco would become more vertically integrated, selling modules of its own making.


If Lightwire got close to production with that kind of reach, well, that would help explain the acquisition. Everyone is still perplexed about the price, though.


I agree that Brad's point is interesting, about the Lightwire deal spurring more deals. The pieces are certainly out there -- you've got Acacia now making some noise about 100G transceivers. And in addition to Luxtera and Kotura, there's Aurrion, the latest John Bowers startup. Acacia doing a transceiver is sounding less and less nuts.

rhr 12/5/2012 | 5:39:56 PM
re: Silicon Photonics Signals Red Alert for 100G I'd love to know how the analyst got the 90% cost reduction figure. It does look a big deal though - a disruptive technology in the hands of a key transceiver consumer. I assume Cisco will use the 40 and 100G modules to equip its own systems and also sell them to end users? Is that correct? -áAlso LightWire had SFP+ for metro distances-á(40 and 80km).-á

LightCounting's point that it will spur consolidation is interesting. I wonder how troubled competitive switch and telecom equipment makers are too?
Flook 12/5/2012 | 5:39:51 PM
re: Silicon Photonics Signals Red Alert for 100G

Are any of these companies you mention, including Lightwire, have anything to show for 100G other than slideware? Seems to me there's more marketing going on here at this point.

Pete Baldwin 12/5/2012 | 5:39:44 PM
re: Silicon Photonics Signals Red Alert for 100G

Kotura's got product at 25G, for a 4x25 solution.  Luxtera participated in the 25G/28G demo at the OIF booth. I was under the impression Luxtera's 25G isn't yet in general availability but will be soon.


Lightwire, who knows.


So there really is some hardware to show.


As for putting it into final product, though -- as in, a transceiver you could buy right now -- I think you're correct that we're still not there yet.

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