x
Pete Baldwin 12/5/2012 | 5:40:12 PM
re: Still Waiting for Optical Consolidation

Wow -- if you scroll up and down using the arrow keys (you know, line-by-line) and stare at the photo... it's like the people move but the wallpaper doesn't. Whoooa, dude.


It works on my laptop, anyway. YMMV.

See also: http://www.lightreading.com/document.asp?doc_id=218360&image_number=45

Pete Baldwin 12/5/2012 | 5:40:11 PM
re: Still Waiting for Optical Consolidation

More seriously: I wasn't trying to rag on Subu's point here -- it's a good one. But it doesn't look like it's going to be happening any time soon.


Daryl Innis was suggesting new cost structures need to emerge -- a foundry model, or a way to use fewer different types of materials (as opposed to InP and GaAs and silica and LiNbO3.) Some of that has been tried as well (InP foundries, certainly), but it's probably a more likely direction for the industry.

Steve0616 12/5/2012 | 5:40:08 PM
re: Still Waiting for Optical Consolidation

and then there's the egos...


who stays and who goes?  Maybe that is part of the greed factor....demanding 24k parachutes v. 10k parachutes.

Steve0616 12/5/2012 | 5:40:04 PM
re: Still Waiting for Optical Consolidation

iI probably accounted for the initial ackward silence... until Jerry piped in. These firms are very top heavy now and most of that coming from previous M&A.  Only makes further attempts that much more difficult and expensive, it would seem.

Pete Baldwin 12/5/2012 | 5:40:04 PM
re: Still Waiting for Optical Consolidation

Yes, the egos -- great point, Steve.  Who stays, who goes, how the two sides divide up the power ... that's killed off many a deal in every industry, I'd imagine.

HOME
Sign In
SEARCH
CLOSE
MORE
CLOSE