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Web 2.0 companies will buy a lot of optical modules says LightCounting

July 2, 2015

Market research firm LightCounting predicts in a new report that Web 2.0 companies will account for 30% of Ethernet optics and 20% of DWDM optics by 2021 in connection with mega data center deployments and supporting fiber-optic network infrastructure. Much of this optical module consumption will target 100G, the company says.

Amphenol targets FCI Asia Pte Ltd.

July 2, 2015

Amphenol Corp. (NYSE:APH) says it has offered $1.275 billion (subject to a closing adjustment) to acquire all of the shares of interconnect firm FCI Asia Pte Ltd. of Singapore from affiliates of Bain Capital. The parties are in exclusive negotiations to reach a purchase agreement, Amphenol says.

Alcatel-Lucent transfers optical transport manufacturing site to Flextronics

July 2, 2015

Alcatel-Lucent (Euronext Paris and NYSE: ALU) says it has transferred its optical transport equipment plant in Trieste, Italy, to Flextronics Manufacturing. Flextronics will assume responsibility for new product introduction, manufacturing, integration, and repair services of Alcatel-Lucent optical equipment at the site.

IHS names optical network hardware leaders

June 28, 2015

Ciena (NYSE:CIEN), Cisco (NASDAQ:CSCO), and Infinera (NASDAQ:INFN) are leaders among optical network hardware vendors – so says IHS (NYSE: IHS) in its new "2015 IHS Infonetics Optical Network Hardware Vendor Scorecard." The scorecard covers the 10 companies that have generated the most fiber-optic network equipment sales over the past year and groups them into such categories as "Leader," "Established," and "Challenger."

Worldwide PON interest to drive FTTx optics market beyond $1 billion this year

June 25, 2015

Worldwide demand for PON gear should enable sales of FTTx optics to follow last year's record-breaking performance with even better results in 2015, market research firm Ovum asserts in its newly released "OC FTTx Forecast Spreadsheet: 2014–20." Revenues for such optics, which include optical transceivers as well as bi-directional optical subassemblies (BOSAs), should surpass $1 billion this year, Ovum predicts.

Rural broadband providers embracing fiber says NTCA study

June 22, 2015

According to a study released last week by NTCA–The Rural Broadband Association, a growing number of rural independent telecom providers are using fiber to the home (FTTH) to deliver broadband services.

JDSU reveals Lumentum, Viavi boards of directors

June 18, 2015

Working steadily toward this fall's expected division into two new companies, JDSU (NASDAQ: JDSU) has revealed the names of the people expected to compose Lumentum Holdings' and Viavi Solutions' boards of directors.

Bare metal switch sales grow strongly in first quarter 2015 says IHS

June 16, 2015

Sales of bare metal switches, otherwise known as "white box" switches, grew 11% year-over-year in the first three months of 2015 and accounted for 12% of all data center Ethernet ports shipped worldwide during the quarter, according to the newly released IHS Infonetics "Data Center Network Equipment" report from market research firm IHS (NYSE: IHS).

2015 broadband equipment sales start strong but may not finish that way

June 10, 2015

First quarter sales of DSL, PON, and point-to-point Ethernet fiber to the home (FTTH) broadband aggregation equipment grew by 14% year-over-year, according to the latest figures from IHS (NYSE: IHS). However, the market research firm believes the space will end 2015 down versus 2014.

Eurofiber to buy Belgium’s B-Telecom

June 8, 2015

Fiber-optic network and data center services provider Eurofiber has agreed to acquire Belgium network operator B-Telecom from parent Syntigo for 33 million euros. Eurofiber expects the deal to close by the end of July.

Ciena exceeds revenue expectations in second quarter

June 5, 2015

After missing revenue estimates in its fiscal first quarter, Ciena Corp. (NYSE: CIEN) atoned by blowing past both its guidance and Wall Street expectations for revenues in the second quarter. The company reported revenues of $621.6 million versus guidance of $585 million and $615 million and analyst consensus of $604 million.

Cisco announces new executive roster

June 4, 2015

Three days after promising a flatter organizational structure while bidding goodbye to a pair of former company presidents, incoming Cisco CEO Chuck Robbins has revealed the names of the team that he hopes will lead the company to further success. The 10-member Executive Leadership Team includes several promotions and a few new hires. Also, three members of outgoing CEO John Chambers' team are heading out the door.

Intel agrees to buy Altera for $16.7 billion

June 1, 2015

A few days after a bigger fish in Broadcom went to Avago (see "Avago to buy Broadcom"), Intel Corp. (NASDAQ: INTC) announced it will buy FPGA Altera Corp. (NASDAQ: ALTR) for $54 per share. The all-cash deal values the number two FPGA vendor (behind Xilinx) at approximately $16.7 billion. Intel expects to close the deal in six to nine months.

Carriers cooling on packet-optical transport?

May 29, 2015

A survey conducted by IHS (NYSE: IHS) indicates that carriers' ardor for packet-optical transport systems (P-OTS) may be cooling. While the platforms remain popular – 78% of survey respondents said they have already deployed such systems or plan to by the end of 2016 – that total represents a drop of 8 percentage points compared to the results of last year's survey.

Avago to buy Broadcom

May 28, 2015

Avago Technologies Ltd. (NASDAQ:AVGO) says it has agreed to buy communications semiconductor company Broadcom Corp. (NASDAQ:BRCM) for $37 billion in cash and stock. The combined company would become the third largest provider of communications silicon by revenues, behind Intel and Qualcomm.

Fiber Optic Center partners with Northern Lights Cable founder for consulting services

May 28, 2015

Fiber-optic technology distributor Fiber Optic Center, Inc., (FOC) has announced a partnership with Wayne M. Kachmar and his new venture, Technical Horsepower Consulting, LLC, to offer consulting services to FOC's clients.

European optical network spending finally showing a pulse says IHS

May 27, 2015

Our long Continental optical networking nightmare in Europe may be over, according to IHS (NYSE: IHS) -- specifically, the folks who used to be Infonetics Research. The company's new report on 1Q15 optical network hardware sales indicates the Europe/Middle East/Africa (EMEA) market enjoyed year-on-year growth for the second consecutive quarter.

Wave funds fiber network expansion

May 26, 2015

West Coast gigabit fiber-optic network and broadband services company Wave says it has raised $130 million to build its fiber network footprint. The company raised the funds via a corporate bond sale led by Deutsche Bank and supported by Wells Fargo, Sun Trust, and RBC Daniels. Wave also announced a new executive team to spend the money.

Charter goes for two with Time Warner Cable, Bright House Networks acquisitions

May 26, 2015

Undaunted by Comcast's experience with attempting a large-scale merger in the U.S. cable operators space, Charter Communications, Inc. (NASDAQ: CHTR) has decided to double down by acquiring both Time Warner Cable Inc. (NYSE: TWC) and Bright House Networks.

Altice to buy Suddenlink; eyes TWC?

May 20, 2015

Altice SA (Euronext: ATC), a multinational cable and telecommunications company based in Luxembourg, has agreed to acquire 70% of privately held U.S. cable operator Suddenlink for $9.1 billion. Meanwhile, reports suggest it may also be considering a bid for Time Warner Cable.

Charter, Bright House still walking down the merger aisle

May 18, 2015

Charter Communications, Inc. (NASDAQ: CHTR) and the parent company of acquisition target Bright House Networks say a merger remains in their plans, despite the foundering of the Comcast/Time Warner Cable deal that was thought to be a linchpin of the transaction.

Japanese machine tool manufacturer to invest in Lumentum

May 14, 2015

JDSU (NASDAQ: JDSU) says that Amada Holdings Co., Ltd., a Japanese company that makes machine tools for metal fabrication, has agreed to buy up to $40 million of preferred stock of a subsidiary of Lumentum Holdings Inc. Lumentum, currently the Communications and Commercial Optical Products (CCOP) business unit of JDSU, will spin out of the company in the third quarter of this year

Shift to 100G dampens telecom optical transceiver sales says IHS Infonetics

May 14, 2015

The evolution to 100-Gbps coherent transmission has been a boon for optical transport systems vendors. But it has not done much for optical transceiver sales, at least not yet, according to a new report from IHS Infonetics (NYSE: IHS). Telecom optical module sales dropped last year as 100G replaced 10G and 40G, but via board-level implementations rather than transceivers, according to the report.

Data centers driving 40G optical transceivers, 100G ramping says IHS Infonetics

May 12, 2015

The long-awaited ramp up of 100 Gigabit Ethernet (100GbE) optical transceivers in data center applications may finally be at hand, says IHS Infonetics (NYSE: IHS). Sales of 40G optical modules remain robust in the interim, the market research firm reveals in its biannual "10G/40G/100G Data Center Optics" report.

Wireless, OTT video at heart of Verizon's AOL buy

May 12, 2015

Verizon Communications Inc. (NYSE, NASDAQ: VZ) says it has agreed to buy Internet content pioneer AOL Inc. (NYSE: AOL) for approximately $4.4 billion. The deal will strengthen Verizon's content play in LTE wireless video and over the top (OTT), as well as Internet of Things (IoT), the company believes.

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