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Though Finisar (FNSR) and JDS Uniphase (JDSU) fell last week on concerns about 100G silicon photonics solutions from Intel and Cisco, "it's not time to panic," writes Light Reading's Craig Matsumoto. Intel's solution is meant for server boards, and the company doesn't see 100G server interfaces taking off for a few years. Cisco's offering, meanwhile, is only meant for Cisco hardware. Needham argues Intel's solution is only good for short distances, and that Finisar will be able to deliver 100G modules with "lower power, tighter density and lower costs" than Cisco's
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