Summary

Sycamore was my customer at EMCORE Corp and the need for optical switches of Sycamore has been dying lately. I got the news that Cisco also disqualified Sycamore Networks in one of their latest quals of optical switches used in routers. That is a big blow and no doubt their $ revenues will be impacted, with Cisco being a 800 pound gorrilla as their customer. No doubts, lay offs are bound to happen.

Analysis

I am very knowledgeable and familiar with sycamore networks, intelliegent optical switch vendor. Sycmaore was my customer at EMCORE Corp and the need for optical switches of Sycamore has been dying lately. I got the news that Cisco also disqualified Sycamore Networks in one of their latest quals of optical switches used in routers. That is a big blow and no doubt their $ revenues will be impacted, with Cisco being a 800 pound gorrilla as their customer. No doubts, lay offs are bound to happen.

This author consults with leading institutions through GLG

Engage this author or other Telecom experts
 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.