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Oclaro, Inc. Message Board

gray1808 62 posts  |  Last Activity: May 1, 2015 11:17 AM Member since: Jul 20, 2012
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  • Reply to

    200G

    by clive_catar May 1, 2015 10:27 AM
    gray1808 gray1808 May 1, 2015 11:17 AM Flag

    Oclaro Demonstrates the Industry's First 200G Coherent CFP2 Pluggable Transceiver at ECOC 2014
    Represents the Industry's Smallest Coherent Pluggable Module with the Lowest Power Consumption
    CANNES, France and SAN JOSE, Calif., Sept. 22, 2014 /PRNewswire/ -- Oclaro, Inc. (NASDAQ: OCLR), a leading provider and innovator of optical communications solutions, today announced that it will be the first company to demonstrate a 200G coherent transceiver at the ECOC show in Cannes, France. This next generation coherent module features an industry leading power dissipation of only 12 Watts, and the small CFP2 form factor enables customers to be first to market with 400G linecards (using 2x 200G with 16-QAM) that deliver optimum density and performance for applications such as data center interconnects and metro/regional packet optical transport networks.

    Featuring 100G and 200G flexible modulation, the Oclaro analog coherent CFP2 pluggable transceiver has been shipping to customers since May 2014 and is being shown in the Oclaro booth #MR7 operating in either 100G PM-QPSK or 200G 16-QAM mode. The transceiver leverages Oclaro's proven indium phosphide (InP) photonic integration technology to deliver industry-leading performance, increased density and low cost in a pluggable format. These critical requirements are being demanded today by new Web 2.0 customers, router companies and long-haul network equipment manufacturers that are struggling to meet the explosive bandwidth demands and are looking to deploy faster 100G and 200G optical networks while keeping costs down.

    "With this announcement, Oclaro is on track to be the first company to bring a high-density coherent CFP2 pluggable transceiver to market," said Adam Carter, Chief Commercial Officer at Oclaro. "This important 200G milestone validates our strategy to focus on delivering differentiated products that leverage Oclaro's core competencies and continually raise the bar on density, performance, and

  • Today, Barrons has an article about the JDSU spinoff optical component company (CCOP)and made this statement

    "It is well known by investors that Finisar ( FNSR ) is willing to buy the Communications and Commercial Optical Products segment (CCOP) spinoff (Lumentum) for at least $1.2 billion, or 1.5 times sales."

  • Reply to

    needham upgrade?

    by sandy.criscione Apr 29, 2015 5:23 PM
    gray1808 gray1808 Apr 29, 2015 6:20 PM Flag

    After earning report on May 5th

  • Reply to

    Upgrade details

    by sean4te Apr 27, 2015 9:51 AM
    gray1808 gray1808 Apr 28, 2015 11:06 AM Flag

    The Needham upgrade is based on the OCLR reorganization of the business going from 3,000 to 1,300 employees and introducing new products in the hottest optical component segment now - 100G.

    The earlier than forecast return to profitability is an interesting statement with direct impact on the OCLR stock price.

  • gray1808 gray1808 Apr 24, 2015 5:39 PM Flag

    Top-Tier Customer Base
    Oclaro is committed to being the preferred supplier of
    optical components, modules and subsystems and delivering
    innovation across all of our product areas, business processes
    and practices. Top-tier customers that we partner with include:
    ADVA Optical Networking • Alcatel-Lucent • Arista
    Bosch • Brocade • Canon • Ciena • Cisco • Dell
    Ericsson • Extreme Networks • Fanuc • FiberHome
    Fujitsu • Google • Heidelberg • Hitachi • HP
    Huawei • Infinera • Juniper Networks • Kyocera
    Laserline • Lumenis • Mitsubishi• NEC
    Nokia Siemens Networks • Padtec • Panasonic
    Ricoh • Spectra-Physics • Tellabs • ZTE

  • gray1808 gray1808 Apr 24, 2015 5:34 PM Flag

    Cisco is a top 3 Oclaro customer and could buy 100G modules from Oclaro.

    Dr. Adam Carter was the GM of the Cisco Optical Components Group and is now CCO for Oclaro.

    I suspect that there could be some new 100G business for Oclaro with Cisco.

  • SUNNYVALE, Calif. (AP) _ Alliance Fiber Optic Products Inc. (AFOP) on Wednesday reported first-quarter profit of $2.9 million.

    The Sunnyvale, California-based company said it had profit of 16 cents per share. Earnings, adjusted for pretax expenses and stock option expense, came to 29 cents per share.

    The maker of fiber optic products posted revenue of $21.7 million in the period.

    Alliance Fiber Optic Products shares have increased 30 percent since the beginning of the year.

  • Reply to

    I hope OCLR is thinking beyond 100G

    by hoapfulcynical Apr 22, 2015 4:32 PM
    gray1808 gray1808 Apr 23, 2015 2:06 PM Flag

    Ask Jeebe

    On the Oclaro pricing issue, their primary issue now is the mix of old and new products with too many old products dominating the product mix.

    The new 100G products allow OCLR to get 30% GM's (matching FNSR) rather than the current 15% GM's

  • Reply to

    OCLR 100G growth - 60% quarter on quarter

    by gray1808 Feb 3, 2015 9:51 PM
    gray1808 gray1808 Apr 22, 2015 2:08 PM Flag

    What will be the impact on the OCLR stock if the Q2 100G growth trend continues in Q3 earnings report?

  • Reply to

    Holding steady

    by bongoman1170 Mar 28, 2015 3:05 PM
    gray1808 gray1808 Apr 15, 2015 7:48 PM Flag

    There are many funds that model the Soros Fund positions so they could be the new buyers.

  • Reply to

    nokia to buy alcalu

    by sandy.criscione Apr 14, 2015 6:29 AM
    gray1808 gray1808 Apr 14, 2015 12:43 PM Flag

    While this deal will take time to unfold because of government approvals, it shows the consolidation of the telecom equipment business.

    There will be a consolidation of the optical component vendors as well probably with FNSR -JDSU (COP) next.

  • Reply to

    Holding steady

    by bongoman1170 Mar 28, 2015 3:05 PM
    gray1808 gray1808 Apr 7, 2015 9:52 AM Flag

    AT&T and most of the foreign carriers are pushing the vendors hard for standards based optics in the metro builds.

  • Reply to

    compare nptn-oclr

    by safewaymotor Mar 16, 2015 2:16 PM
    gray1808 gray1808 Apr 3, 2015 5:08 PM Flag

    NPTN countinues its run.

    If OCLR has another strong 100G growth quarter is OCLR next?

  • Reply to

    Holding steady

    by bongoman1170 Mar 28, 2015 3:05 PM
    gray1808 gray1808 Mar 30, 2015 7:04 PM Flag

    I agree that more Cisco orders for OCLR is the most likely scenario and these orders can be big as Cisco is forced by competition to offer a full range of standards based optical interfaces to their customer base.

    While the recent convertible offering with Soros as a participant was viewed as a negative by the Yahoo crowd, I think it signifies that OCLR is preparing for volume shipments of their new products and Cisco is a likely customer.

  • Reply to

    Holding steady

    by bongoman1170 Mar 28, 2015 3:05 PM
    gray1808 gray1808 Mar 30, 2015 12:48 PM Flag

    dlbarta

    Your comments about SDN/NFV and Cisco relate to an important trend in data centers with high speed connections between data centers in an "intercloud". The large companies such as Google, Facebook, and telecom carriers want to use white label components.

    Cisco has their own intercloud program using mainly Cisco hardware/software. While Cisco is doing well with the Cisco intercloud in their core enterprise customer base, they are under pressure from all sides to use white label hardware products such as the OCLR 100G CFP2.

    The move of Dr. Adam Carter from Cisco to Oclaro would be convenient for Cisco to start using Oclaro standards based 100G products for the customers wanting white label 100G modules.

    Cisco would need large volume shipments of OCLR products so all the recent news about OCLR investment and volume production makes sense if CSCO plans to place some big orders with OCLR to rollout new white label intercloud products.

  • Reply to

    FNSR - JDSU Merger

    by gray1808 Mar 26, 2015 11:54 AM
    gray1808 gray1808 Mar 26, 2015 7:24 PM Flag

    Consolidation should lead to less price competition for the OEM vendors and higher prices for the new generation products.

    There has been endless speculation about the optical component consolidation so at this stage the most likely next merger will be FNSR-JDSU CCOP.

    Concerning OCLR my guess would be CSCO since Dr. Adam Carter used to be head of the CSCO optical component group and is now CCO for OCLR.

  • gray1808 by gray1808 Mar 26, 2015 11:54 AM Flag

    OFC 2015 Reporter's Notebook: Day 1
    By Stephen Hardy
    I hate it when I'm wrong! For months I've been telling anyone who's asked that I thought Finisar would have little or no interest in buying JDSU's CCOP business when it spins out as Lumentum later this year. (Too much product overlap, I thought, and so I saw such a purchase as a market share buy, which I didn't think the company was interested in pursuing.) So my OFC 2015 got off to a very annoying start this morning when I filmed a video interview with Finisar Executive Chairman Jerry Rawls. I asked Jerry if, were Lumentum on the market, he'd be interested. "Yes," he said without hesitation.
    Like the financial analysts that have been speculating along these lines, Jerry said market consolidation would be in Finisar's best interests (not to mention that of the rest of the industry). I happened to film an interview with Lumentum CEO-designate Alan Lowe later in the day and relayed to him Jerry's comment. So if they haven't discussed this already, I have done my part to facilitate a more rational market...

  • Reply to

    Oclaro - New Gen 6 Fiber Channel Transceiver

    by gray1808 Mar 23, 2015 11:29 AM
    gray1808 gray1808 Mar 23, 2015 11:31 AM Flag

    "We see initial demand for 32G Fibre Channel materializing in early 2016, and a large portion of the revenue will be in the single mode segment," said Vladimir Kozlov, Founder and CEO of LightCounting Market Research. "In addition, we are expecting demand for data rates above 10Gbps in next generation applications such as wireless or 25G Ethernet, once these become standardized."

  • SAN JOSE, Calif., March 23, 2015 /PRNewswire/ -- Oclaro, Inc. (NASDAQ: OCLR), a leading provider and innovator of optical communications solutions, today announced it will be demonstrating the industry's first SFP28-LR transceiver capable of transmitting 28Gbps data rates over 10km with approximately 1 Watt of power consumption. Timed with the market availability of Gen 6 Fibre Channel (32GFC, 28.05Gbps) applications, the Oclaro SFP28 transceivers double the transmission rate of previous Fibre Channel solutions (16GFC, 14.025Gbps) and enable the high throughput, energy efficiency and enhanced security required by new hyper-scale SSD storage systems and data centers. Oclaro will be demonstrating prototypes of the new SFP28-LR transceiver at this week's OFC show in Los Angeles, CA in the Oclaro booth #2011.

    Hyper-scale SSD storage systems and data centers are a vital part of the core infrastructure used in cloud computing, where rapid and reliable storing, accessing, and processing of Big Data represent major technical challenges. Serial transmission rates of around 25Gbps may also be required in a variety of emerging applications, such 25G Ethernet, which is currently being standardized by the IEEE. In these next generation network architectures, SFP28 transceivers provide a cost-effective migration path from existing 10G SFP+ designs by offering a 2.5X increase in capacity. SFP28 modules are also lower in cost, smaller in size, and consume less power than other available options to upgrade the bandwidth, such as 40G QSFP+ transceivers, which are based on four 10G lanes that are multiplexed in wavelength for applications requiring a reach of 10km.

    "With the SFP28-LR transceiver, Oclaro customers will be ready to meet the needs of Gen 6 Fibre Channel applications," said Yves LeMaitre, President of Optical Connectivity Business at Oclaro. "In addition, enterprise and data center hardware customers will be able to leverage this innovative new product, which represents

  • Reply to

    SLOW & STEADY

    by bigrich200145014 Mar 19, 2015 2:06 PM
    gray1808 gray1808 Mar 19, 2015 7:45 PM Flag

    Or Soros bought more as the shorts tried to bring down the share price at the end of the day

OCLR
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