GLG News by LAN Equipment Market Experts

1.      The whole telecom industry was amazed by the unprecedented rate in which Verizon built its FiOS network. 2.      Just as the transition from 2G to 3G has been slow, the safe betting is that 4G in a big way is not around the corner. 3.     ...

1.      AT&T’s enterprise business is not presently meeting expectations. 2.      This market for the largest US carrier is going flat quickly. 3.      Despite residential network build-outs proceeding strongly at Verizon,...

1.      “What's with WWP? – is the key question asked in the source article. 2.      As stated in previous analyses, it is not certain that there is even a contract in place with AT&T for the World Wide Packets solution – to even be “on track” 3.     ...

1.      The ability to do firmware changes in the field and to do software adaptations of port speeds or protocols has been around for a while – and Ciena has been a leader with this type of capability. 2.      There is no question that as feature sets...

1.      Several years ago, the proposed merger between Tellabs and Ciena made a lot of sense. 2.      Now from Tellabs’ perspective, a potential marriage would appear even more favorable. 3.      Private equity firms taking over...

1.      It is hard to ignore the irony of a recent statement in USA Today made by Ciena’s CEO, Gary Smith. 2.      He said, “Experience is not about having more answers.  It's about asking the right questions." 3.      AT&T...

The stakes will be high in suppliers vying for the business of AT&T. 2.  The technologies span the network – from last mile access to high-capacity long haul at the largest RBOC.   3. Although Verizon has completed its major RFPs for now, there appears to be at least a couple out there...

1.      Ciena’s international position is definitely looking up. 2.      Throughout Europe, the supplier is working really hard to get additional market penetration. 3.      While Asia has never really been a hot spot for Ciena,...

1.      Whether it is HD-SDI, SD-SDI or ASI, almost all of the prominent fiber optic suppliers do not really support a video application. 2.      There are small, specialty companies, such as Net Insight, which specifically play in the video market....

1.      Ciena’s international position is definitely looking up.   2.      Throughout Europe, the supplier is working really hard to get additional market penetration. 3.      While Asia has never really been a hot spot...