As I've been pointing out, the optical players have been going after the data-center market with a fervor. And the emergence of 100G optical as a data-center connectivity technology has been a major contributor.
Just as an example, Cyan (Nasdaq:CYNI) recently announced an open, 100 Gbit/s optical proudct taking aim at "webscale" data centers with an open architecture. In December, Infinera announced CloudXpress, its product targeting data-center connectivity with 100 1-Gbit/s optical. Ciena (Nasdaq:CIEN) has unveiled some new chipsets with cloud-friendly features.
Yesterday, several financial analysts reported that Ciena and Cisco (Nasdaq:CSCO) would be selling 100 Gbit/s technology into Verizon (NYSE:VZ) for its new metro network. Verizon later officially announced the deal.
With all of this happening around the Optical Fiber Conference (OFC) show in Los Angeles this week, it has led Simon Leopold, Managing Director of Raymond James, to ask what's hotter? 100G or Metro? Or both? Or neither?