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Tag Archives: cisco

Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)

January 16, 2019by D/D Advisors Leave a comment

Late in December, Cisco announced that it would acquire Luxtera a maker of silicon photonics parts. Luxtera is a cool company. They make ‘silicon photonics’, networking gear that combines the […]

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Components, Networking, Silicon

Enterprise Hardware is Exciting

January 25, 2016by D/D Advisors 1 Comment

I published Issue # 18 of my D2D Newsletter today. The report is an in-depth look at the trends shaping the market for enterprise hardware. This post is the introduction […]

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M&A, Networking, Strategy

More Wirless Infrastructure

July 10, 2015by D/D Advisors 1 Comment

In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I […]

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M&A, Networking, Stocks, Strategy, Wireless

MWC: Telecom Equipment Companies – Nokia’s New Model & Emerging China Networking Companies

March 9, 2015by D/D Advisors 1 Comment

In my preview post from last week, I wrote that the future of the networking industry is going to involve a lot of software, and that is going to alter […]

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MWC, Networking

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