Erik Eason

The motion-tracking industry has many diverse and swiftly growing end markets. These will provide the micro-electronic device suppliers many opportunities for significant surprises in sales growth over the next few years.

The industry is shifting from who can provide the fastest hardware to who can provide the most dynamical control over content delivery. That control will be exercised through software, and the profits will accrue there.

Broadband networking technology and architecture are rapidly evolving. The equipment suppliers are each responding with unique strategies to carve out their profitable niche.

A surprise is uncovered when Amazon is compared, by Bezos' own financial criteria, to its bricks-and-mortar peers.

Amongst a plethora of laser suppliers, this publicly-traded company has a superior business model that can offer investors superior returns.

Deployment speed has become a prominent requirement of both telecom bandwidth providers and Internet content providers. Infinera answers the mail with uncontested capability to deploy massive bandwidth on demand.

Three competitors employ quite different leadership incentives; but only one appears poised to significantly reward shareholders.

These 3 photonic equipment suppliers have unique leadership strengths and vulnerabilities that will affect the outcome of which gains dominant market share in the newest telecom equipment upgrade cycle.

Infinera's momentum is rapidly building in its bid to again disrupt the fiber-optic telecom equipment industry.