Late yesterday afternoon, I had a chance to talk with two executives from Oclaro -- CFO Jerry Turin and Executive VP Sales/Marcom Scott Parker -- about the company's acquisition of Mintera (see "Oclaro acquires Mintera with 40, 100 Gbps in mind"). Here are some highlights:
- The acqusition's boost to Oclaro's 100G efforts was at least as important, and perhaps more important, than its effect on the company's 40G portfolio, Turin said. It probably will have more of an impact when the 100G market reaches the module stage, however. The execs repeated Oclaro President and CEO Alain Couder's assertion that the initial play in the 100G space is at the component level (see "Oclaro: ClariPhy deal boosts 100G component and module play").
- Parker conceded that the 40G space has been soft for a few quarters, after a certain "major deployer" (that would be AT&T) slowed its rollouts. However, he said that demand for 40G has started to pick up again, particularly for DQPSK technology.
- Parker foresees DQPSK ruling metro applications and DPSK and coherent 40G duking it out in long-haul applications. Of the three modulation formats, the market opportunity for 40G coherent technology will be most affected by the advent of 100G coherent. Both gentlemen foresee a healthy market for 40G in general over the next two years at least (after which 100G is expected to begin rolling out in earnest). Support for these deployments should make 40G a continuing source of revenue after cost-effective 100G arrives as well.
- Terry Unter's tenure with Oclaro -- beyond leading the new 40G/100G modules and subsystems division "for a transitional period" -- remains up in the air because it was decided not to hold up the acquisition until that could be defined, the executives said. There isn't a clock on the transitional period, they added.