GLG News by LAN Equipment Market Experts

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...

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.     ...

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...

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,...

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...

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...

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...

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....

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...

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...