Seeking Alpha

JDS Uniphase (JDSU -1.4%) and Oclaro (OCLR -1.7%) are off modestly after Cisco (CSCO) announces...

JDS Uniphase (JDSU -1.4%) and Oclaro (OCLR -1.7%) are off modestly after Cisco (CSCO) announces a 100G silicon optical transceiver it claims offers a 70%+ cut in space/power needs relative to traditional solutions. A 100G line card for a Cisco optical transmission/switching system will be the first product to use one, but the networking giant promises "future routing and switching line cards" will also rely on them. JDS, Oclaro, and Finisar (FNSR +0.1%) have all been pressured by concerns over the adoption of silicon photonics tech, but opinions vary about the near-term impact.
Comments (0)
Be the first to comment
DJIA (DIA) S&P 500 (SPY)