Inphi Exec's Criticism of Ciena New DSP Strategy: https://lnkd.in/eUQs9mu "I understand my business. I am a component semiconductor manufacturer. So, if you want a system guy to compete with me and deal with supply chain, wafter, assembly, and test -- good luck....Plus having Cisco, Huawei, and Nokia support Ciena -- I don't know. We'll see." While we are not fans of Ciena's game plan, (see the post on this page a week ago), the second part of the argument is more persuasive than the first one, given that Ciena is partnering with experienced componentry vendors.
