Cisco will acquire the private company Lightwire. Lightwire makes, as far as I can tell, one product-a 10G optical transceiver untested at Telco's ("Lightwire’s patented modulation and optical-coupling building blocks, combined with integration capability of CMOS Photonics, enable advanced modulation schemes. This makes possible telecom-grade performance — at lower costs to ensure success in datacomm networks").
http://lightwire.com/technology/.
Unproven technology with Telco's makes this a long term investment for Cisco. I have no doubt in Cisco's ability to "fasttrack" this technology, but the Telco's move at glacial speed. I doubt we will see, over the next year, any erosion in 10G market share from Oclaro.
I am confident that over the next 6 months, Oclaro (OCLR) will produce significant price appreciation.
JWells
No comments:
Post a Comment