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August 5, 2008A Good Way for Equipment Vendors to Penetrate the RBOCs
Analysis of: The carrier commodity conundrum | www.networkworld.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. As the source article points out, carriers across the board are stressing managed services -- their version of ‘convenience.’” 2. So, any positive impressions by equipment suppliers in that space are likely to influence decisions...
August 4, 2008Infinera Will Have Best Shot at High-End Metro Applications
Analysis of: RCN Metro taps Infinera for regional network | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. There appear to be some clues that the first thing that Infinera will do to play in the metro market a little better is to develop a 4 x PIC. 2. The vendor should be able to slowly work its way into the space. 3. ...
August 4, 2008Ambiguity on 4G Definition Inevitable - But is that the Question?
Analysis of: 4G or Not 4G | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Several years ago, the difference in the terms, 2 1/2G and 3G, were not clear. 2. Certain technologies/releases that were recognized by standards bodies as being third generation conflicted with the perspectives of the trade press and others...
July 31, 2008Nortel Past Actions on 10G Increases Difficulty in Penetrating 40G Space
Analysis of: Rascom turns to Nortel for optical upgrade | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. During the telecom bust, some folks in the industry actually would hardly have predicted that Nortel would wind up investing a fortune in 40G technology for the long-haul market. 2. In developing an entirely new system, the 6500,...
July 31, 2008Optical Long-Haul Equipment Market is Tough as Ever to Produce Margins
Analysis of: GigOptix Drives ZTE DWDM Systems | www.reuters.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The Long-Haul (LH) hardware market is much tighter than in the metro or in the access markets in terms of margin. 2. It is an interesting dynamic in the industry because at an initial glance, one notices that there are fewer equipment suppliers...
July 30, 2008Does the Optical Subsystem Strategy Need to be Reevaluated?
Analysis of: Opnext Steps Up With StrataLight | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. It seemed that in the past, the safest strategy for a fiber optic vendor with a new technology was to go up to the subsystem level, especially because the timing of market takeoff is always so uncertain. 2. There was supposedly the best...
July 30, 2008100G Hardly Around the Corner
Analysis of: Huawei Touts 100G WDM | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. It is always a good thing that there are firm believers in technology. 2. However, the idea that 100G deployments will be realized in a couple of years is just implausible – and that it will almost certainly drag out for a much longer...
July 30, 2008Hyperventilation Over ADC Appears Unnecessary
Analysis of: ADC Telecom shares fall on revised outlook | money.cnn.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. We are talking about a telecom incumbent that has been around for over seven decades. 2. Some industry analysts apparently look upon what amounts to be a very small adjustment in expectations at ADC -- as a significant development....
July 29, 200840G Still An Artificial Market
Analysis of: Deutsche Telekom deploys Ericsson's 40G system throughout Germany | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Despite assertions to the contrary heard in the industry, the 40G market has still not taken off. 2. Despite implementing 40G with some sort of 10G streams right now, with 10-gig optics continuing to drop, the cost of these systems is still...
July 28, 2008Taking the Ciena Type of Technology to the Next Level?
Analysis of: Former Ciena Executive Rob Adams joins Ekinops as Vice President of Global Marketing | hdvoice.tmcnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Getting Rob Adams was a big coup for Ekinops. 2. As a high-level veteran of Ciena, Adams gives the newcomer a lot of credibility. 3. Ekinops absolutely believes it can compete against Ciena su...
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