Any comments on this tweet from Mark Lutkowitz? I don’t pretend to understand much of it.
“The OFC '21 workshop on pluggable coherent optics today was a demonstration of what gets missed by the wasted time on self-serving promotion of suppliers' solutions. The last 10 to 15 minutes of interaction between the speakers was by far the most interesting and useful -- although we have trouble believing that Andy from Arista is a "big fan" of Infinera's XR optics after being so aggressively bullish on the availability and use of present and future -ZR optics solutions. Based on our earlier prompting, Andy did amend his remark to "800ZR is [hopefully] around the corner." While we have been critical about Google's Cedric in the past, such as an unjustified attack on NG-PON2, we found him refreshingly frank, and his stunning remark that modulation is always the weakness with SiPh needs to be finally and fully accepted in the industry. He also made the point that ZR/ZR+ is really only metro/metro+ optimized, which Ciena undoubtedly appreciates very much. Then despite OFC seemingly ignoring the entry of the O-band at least on the non-technical side of the show, we were joined by two other questioners on the matter, particularly relating to the plans of CableLabs. Lastly, there were not exactly ringing endorsements of CPO at this session, a trend that we expect to continue for the most part during the rest of the conference, including the one coming up later this afternoon.”
