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Optical components

OFC/NFOEC 2012: Yet More Photos

3:00 PM -- OFC/NFOEC came out big last week, with a reported 12,000 attendees (up from 11,100 last year) and 560 show floor participants.

Equipment vendors exhibited in bigger numbers than before, although they didn't have many service provider attendees to talk to. Word has it The Optical Society (OSA) is working on improving that in 2013.

It was also a last hurrah for Los Angeles, as the show is moving back to Anaheim, Calif., next year. People groaned two years ago when the L.A. venue was announced, remembering the dingy downtown from OFC's 2004 visit there, but the L.A. Live zone of glitzy chain restaurants helped smooth over those differences, I think.

What really matters is whether the show sticks to its plan of coming to San Francisco in 2014. Two years ago, we published data establishing San Francisco as the most well optimized OFC/NFOEC venue of the last 10 years or more. (See OFC/NFOEC Bids Goodbye to San Diego.)

Click below to see my scrapbook from the show.



For more
More OFC/NFOEC photo footage can be found here: And you can review all our OFC/NFOEC coverage at http://www.lightreading.com/ofc-nfoec.

— Craig Matsumoto, Managing Editor, Light Reading

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Pete Baldwin 12/5/2012 | 5:39:40 PM
re: OFC/NFOEC 2012: Yet More Photos

ha! OK, point taken about Infinera.


He was talking about the pre-IPO days, technically... you remember those days! I wasn't able to stick around to hear more.


Even if DTN-X is a hit, I have a feeling their stock will always reflect the lumpiness of their business.

Scott Raynovich 12/5/2012 | 5:39:40 PM
re: OFC/NFOEC 2012: Yet More Photos

the caption of one photo said:


"Dave Welch tells the Market Watch audience about Infinera's startup days."


As far as I can tell from the INFN stock price, they are still in their startup days.


Did he give any insight as to when that might end?


 


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">

Scott Raynovich 12/5/2012 | 5:39:39 PM
re: OFC/NFOEC 2012: Yet More Photos

Of course. But let's not mince words Craig... they have some serious answering to do to the investment community. There is no excuse to remain unprofitable and have a lower stock price than the IPO some FOUR YEARS LATER....


In comparison, during the same period Google is up 150% and Apple is up 1,000%.


&nbsp;


&nbsp;

rhr 12/5/2012 | 5:39:38 PM
re: OFC/NFOEC 2012: Yet More Photos Scott, you set the bar very high. Is it fair to compare a system vendor with companies that sit above carriers? The key will be how Infinera does at 100G but then as of last week, the bar was set high there too.
paolo.franzoi 12/5/2012 | 5:39:38 PM
re: OFC/NFOEC 2012: Yet More Photos

&nbsp;


Is Calix any different? &nbsp;$700M in...no profit yet.


seven


&nbsp;

Scott Raynovich 12/5/2012 | 5:39:37 PM
re: OFC/NFOEC 2012: Yet More Photos

You think I set the bar too high? Really? You mean it's too much to ask that a company that promised the world of innovation, took millions from public investors in an IPO, would show some kind of return four years later? Is it too much to question why a company has been public for four years still hasn't yet turned a dime of profit?


If you think that bar is too high, that's kind of sad, don't you think?

DCITDave 12/5/2012 | 5:39:35 PM
re: OFC/NFOEC 2012: Yet More Photos

Hey Scott, if telecom equipment stocks like Infinera continued to perform poorly as investments, but started paying dividends, do you think that would help?


I've wondered why more companies in such unpredictable businesses simply don't set aside some of their cash to go back to investors, if only to keep them interested.


&nbsp;

DCITDave 12/5/2012 | 5:39:35 PM
re: OFC/NFOEC 2012: Yet More Photos

Ah, okay. Thanks for the clarification.


Like we were saying at OFC/NFOEC, it's amazing that an industry that has nearly infinite demand for its main end product -- bandwidth -- struggles so mightily to make a profit.&nbsp;

Scott Raynovich 12/5/2012 | 5:39:35 PM
re: OFC/NFOEC 2012: Yet More Photos

It's a moot point in this case Phil. You can't pay a dividend if you are unprofitable!


It means you are destroying investor capital not providing a return on it!

redface 12/5/2012 | 5:39:34 PM
re: OFC/NFOEC 2012: Yet More Photos

"it's amazing that an industry that has nearly infinite demand for its main end product -- bandwidth -- struggles so mightily to make a profit. "


&nbsp;


Good point. &nbsp;Another prime example of such an industry is the magnetic hard drive industry. &nbsp;

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