His key point? If the traditional communications networking industry -- telcos and their vendors -- don't get their **** together and make wide area networks more dynamic and consumable (in part by adopting open source R&D methodologies), the web-scale giants such as Google, Amazon and Facebook will lose patience and do it themselves.
The optical components specialist had its world turned upside down by the US ban on selling tech to Huawei. Can it regain its feet? Might it even get swallowed up in further components sector consolidation?
The big noise in Barcelona was, of course, anything and everything to do with 5G, but in the background there were signs that some companies are embracing the potential of the public cloud as they determine their next-generation technology and services strategies.