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Articles published in April 2001

Tellium Hits the Road


News Analysis - Comments (32)
April 30, 2001 : Tellium trims its IPO size by 25 percent as it starts its investment offering road show

Zuma Integrates the Edge


News Analysis - Comments (5)
April 30, 2001 : MRV startup uses an open Linux platform to combine application switching and security services

Lucent's $5 Billion Question


News Analysis - Comments (2)
April 30, 2001 : Lucent's need for cash is driving a deal for its optical fiber unit. Will a dark horse emerge to compete with Alcatel?

Intel's Optical Attack Makes Waves


News Analysis - Comments (4)
April 30, 2001 : Chip giant's moves worry its portfolio companies -- which may now be competitors

Zhone Rezones


News Analysis - Comments (16)
April 27, 2001 : Zhone is relocating staff in two offices and cutting some jobs in Texas

Cisco Slashes Canadian Operations


News Analysis - Comments (40)
April 27, 2001 : While the industry bemoans U.S. cuts, Cisco quietly eliminates 28 percent of its Canadian workforce

Quarry Mines Another Product


News Analysis - Comments (2)
April 27, 2001 : Quarry's new pint-sized IP service switch is half the size and cost of its predecessor

LuxN: New Customer, New Product


News Analysis - Comments (20)
April 27, 2001 : LuxN is about to announce a contract with Time Warner Telecom and a cost-cutting blade for its existing gear

Corning: Solid Quarter, Sour Outlook


News Analysis - Comment (1)
April 27, 2001 : Quarterly earnings are admirable. But analysts say the company may be leaning too much on fiber

Corvis: No New Customers


News Analysis - Comments (13)
April 27, 2001 : Uh-oh. Huber isn't expecting to announce new customers until the end of the year

Sycamore: Good News in the Offing?


News Analysis - Comments (17)
April 26, 2001 : Rumor has it close to signing a big deal with Japan's NTT

Foundry Meets Lowered Expectations


News Analysis - Post a comment
April 26, 2001 : Finally, some good news from Foundry. But analysts are still skeptical

Alcatel Profits, Forecasts Drop


News Analysis - Comments (6)
April 26, 2001 : Profits down 19% on last year. Annual sales growth forecast trimmed to 5-15%

Marconi Ruffles Former Employees


News Analysis - Post a comment
April 26, 2001 : Typo in severance letters stings some former Marconi workers

New Focus Dials Back


News Analysis - Post a comment
April 25, 2001 : Revenues and losses meet reduced expectations, but the company expects business to shrink next quarter

Net.com Screams to Be Heard


Supercomm News Analysis - Comments (2)
April 25, 2001 : Net.com has revealed its new Scream platforms and is ready to take on its rivals

What's Next for Avanex?


News Analysis - Post a comment
April 25, 2001 : The component maker's quarterly earnings get mixed reviews. Will a turnaround come soon enough?

Stock Watch: Digital Lightwave


News Analysis - Comment (1)
April 25, 2001 : Digital Lightwave's stock is hot. That's because the business in DWDM systems monitoring is booming

Transatlantic Bandwidth: Mixed Message


News Analysis - Comments (2)
April 25, 2001 : Huge amounts of cable capacity are unused, but that's business as usual, says TeleGeography

Intel's 10-Gig Shopping Spree


News Analysis - Comments (7)
April 24, 2001 : The chip giant's OC192 strategy becomes clearer with the acquisition of three optical components companies

TI Touts Wireless Optics Breakthrough


News Analysis - Comment (1)
April 24, 2001 : But does the world really need another wireless LAN scheme?

JDSU Deepens Reorg


News Analysis - Comments (3)
April 24, 2001 : The component maker bites the bullet, announcing massive changes, including the layoff of 5,000

Lucent Loses Billions, Refocuses


News Analysis - Comments (2)
April 24, 2001 : Investors get hit with $2.7 billion restructuring charge; Schacht says company is refocusing on leading carriers

Cisco Socked with Shareholder Suits


News Analysis - Comments (78)
April 23, 2001 : Shareholders and lawyers are out for blood -- homing in on Cisco's aggressive lending and accounting practices

BrightLink's Prospects Brighten


News Analysis - Comments (5)
April 23, 2001 : Its grooming switch goes into trials while Sycamore's runs into problems

Atrica Keeps It Simple


News Analysis - Comments (24)
April 23, 2001 : The optical Ethernet startup entered the picture later than others. Will its straightforward approach pay off?

Astral Point Slims Down


News Analysis - Comments (6)
April 23, 2001 : Metro networking startup Astral Point cuts headcount by 45 and drops its ON 2000 product line

Veeco Looks to Automate Optical


News Analysis - Comment (1)
April 20, 2001 : Metrology and manufacturing player reports strong numbers and sees optical business as focus of future growth

Cisco VP: M&A Slowdown is Temporary


News Analysis - Comments (11)
April 20, 2001 : After the churning's done, Cisco plans to go right back to eating other firms for lunch

Hyperchip Hires Ericsson's Barry as CEO


News Analysis - Comments (4)
April 20, 2001 : Core router startup lures Ericsson Canada president

Nortel: Losses and Layoffs, Eh?


News Analysis - Comments (35)
April 19, 2001 : As expected, Nortel posts a loss, cuts more staff, and shrugs off the need for financial guidance UPDATED 4/19 7:30pm

Ripples Spread From Cisco Write-Off


News Analysis - Comments (9)
April 19, 2001 : Competitors fear that Cisco equipment may find its way back onto the market. Analysts smell a rat

Don Smith's Mitel Shocker


News Analysis - Post a comment
April 19, 2001 : Smith, late of Nortel, rejoins pal Terry Matthews at Mitel Networks --a new version of their old Mitel

Crunch Time at Avici?


News Analysis - Comments (52)
April 19, 2001 : With Avici burning through cash at a rate of $30M per quarter, the need for new customers looms large

Quantum Bridge Stays the Course


News Analysis - Comments (4)
April 19, 2001 : A year after it raised $102 million in private funding, Quantum Bridge waits for the IPO window to reopen

Extreme Keeps a Stiff Upper Lip


News Analysis - Comments (8)
April 18, 2001 : Despite reverting to losses and reporting a sequential decline in revenue, company sees profitability in 2001

Winstar Sues, Lucent Scoffs


News Analysis - Comments (13)
April 18, 2001 : Lucent calls Winstar's $10 billion lawsuit "frivolous," as the two companies point fingers at each other

Axerra Aims for Missing Link


Supercomm News Analysis - Comments (3)
April 18, 2001 : Startup says it can groom individual channels of legacy traffic, including circuit-switched voice, onto IP backbones

Tellabs Regroups


News Analysis - Post a comment
April 18, 2001 : Dumping 6 percent of workforce and cancelling softswitch, Tellabs looks to optical networking for growth

Rate Cut Supercharges LR Index


News Analysis - Post a comment
April 18, 2001 : Surprise action by Federal Reserve boosts spirits in the beaten down optical sector

Cisco Circles the Wagons in Texas


News Analysis - Comments (32)
April 18, 2001 : Cisco's scaling back its planned Richardson expansion

Reality Bites at NGN Conference


News Analysis - Comments (25)
April 17, 2001 : Startups and venture capitalists convene at a Silicon Valley optical conference, coping with the industry slowdown

ONI Beats Numbers, Boosts Guidance


News Analysis - Comment (1)
April 17, 2001 : Metro optical systems company heads in a novel direction: Its numbers are rising, not falling

Nortel Does a Metro Shuffle


News Analysis - Comments (4)
April 17, 2001 : Nortel's undergoing a massive reorganization that emphasizes optical networking and especially the metro market

Gilder Backs Corvis


News Analysis - Comments (25)
April 17, 2001 : The influential technology newsletter editor picks up Corvis. But what happened to Lucent and Nortel?

Cisco's Inventory Woes Mount


News Analysis - Comments (11)
April 16, 2001 : Cisco swears off a price war even as product demand dives and inventory piles up

LuxN Expands DWDM Access Options


Supercomm News Analysis - Comments (3)
April 16, 2001 : LuxN plans will dip into its recent $55 million in funding to help launch metro access products at Supercomm

Nortel: Inventory Garage Sale?


News Analysis - Comments (10)
April 16, 2001 : Analysts are scrutinizing Nortel's suppliers for signs that its inventories have been returned or sold at steep discounts

Supercomm 2001 Preview


Supercomm News Analysis - Comments (7)
April 16, 2001 : It's not too soon to look at how the June 5-7 trade show will cover trends in broadband networking

Option Tax Nightmares Teach Lessons


News Analysis - Comments (21)
April 16, 2001 : The Nasdaq plunge has left many stock option holders with unmanageable tax bills
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