GLG News by LAN Equipment Market Experts
Analysis of:
Ciena Expects $5.0 to $6.0 Million Q3 GAAP Loss Related to Commercial Paper Investments (www.reuters.com)
1. The understanding in the industry has been that Ciena bought World Wide Packets (WWP) at the bidding of AT&T. 2. However, at this point, Alcatel-Lucent’s TiMetra seems to be building a case for the RBOC’s business. 3. ...
Analysis of:
XO finds demand for higher Ethernet speeds (telephonyonline.com)
1. Timing is everything. 2. It appears that the Ethernet over copper market is finally moving beyond early adoption. 3. Even with the most positive view of the technology potential, six or more vendors in the market...
Analysis of:
CMC Plugs Digital, HD (www.multichannel.com)
1. The whole Tru2Way/OCAP concept is getting some traction now. 2. As voice and data growth begins to taper off, the hope for small-to-medium sized cable TV companies is to be able to generate some additional revenue from their customers. 3. ...
Analysis of:
What the telecom industry will do about DPI (telephonyonline.com)
1. Ethernet and TCP/IP were designed for use in a friendly environment. 2. In other words, there has been a fundamental assumption that all of the attachments to the Ethernet connection were going to be playing by the rules. 3. ...
Analysis of:
Indonesia's Largest ISP Improves the Customer Experience With Procera Networks' Evolved DPI Platform (money.cnn.com)
1. A key success factor for Deep Packet Inspection (DPI) vendors is the level of visibility that can be given to the service provider. 2. Procera Networks appears to offer an impressive means of managing and presenting data. 3. ...
Analysis of:
Level 3 CEO Crowe sells shares (www.bizjournals.com)
1. Level 3 is faced with an expensive, work-intensive, but doable undertaking of dealing with SONET boxes that came from a couple of dozen different suppliers. 2. One way would be almost akin to building a dam for a river – only doing it numerous...
Analysis of:
Internet congestion a reality, Bell says (www.cbc.ca)
1. Run-of-the-mill ISPs might be very attracted to operating a municipal fiber network, especially one with open access. 2. However, they lack the necessary experience and support equipment. 3. Also, with not much...
Analysis of:
BT revenue tops expectations; maintains FY guidance (www.marketwatch.com)
1. There are signs at British Telecom that it has been frustrated with Huawei regarding optical transport systems. 2. It is not out of the question that the Chinese giant could be com pletely knocked out (at least in this particular space)...
Analysis of:
Satellite Radio: Dead Companies Walking (www.lightreading.com)
1. The new Sirius XM is now the second biggest radio company in the US with revenues of $2.2 billion. 2. It is only second to Clear Channel. 3. The odds are better that Sirius XM becomes the largest...
Analysis of:
Qwest Reports Second Quarter 2008 Results (finance.denverpost.com)
There is a high likelihood that Qwest will expand its optical equipment budget for its interexchange network. 2. Qwest has evaluated at least three suppliers for 40G technology: Ciena, Infinera, and Nortel. 3. In addition to other factors,...
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