Market Stats
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Infonetics Bullish on Ethernet
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January 29, 2004 : Worldwide metro Ethernet equipment revenues will grow at more than 25% a year, it says
Report Sees Metro Ethernet Growth
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July 22, 2003 : Metro Ethernet's clearly rising, but Infonetics says some forms of it will be more popular than others
Carriers Light Up Long Haul
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March 19, 2003 : North American carriers have lit over 40 percent of key long-haul WDM connections, according to a PointEast Research report
Coax Still Rules Broadband
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March 10, 2003 : In-Stat says broadband links are booming in so-called planned communities in the US. But they're not made of fiber
Report: Internet Traffic Boom Redux
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March 3, 2003 : An IDC report forecasts that Internet traffic growth will double annually for the next five years
Report Vaunts VOIP
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February 21, 2003 : Sage Research says IP telephony is living up to expectations of cost cutting and increased productivity
Report: DSL Rules 'Triple Play' Market
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February 12, 2003 : Forget fiber! A new report says DSL will fuel the IP video services movement for the foreseeable future
IDC Predicts Metro Ethernet Boom
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January 13, 2003 : Says market will grow 39 percent annually, with Asia/Pacific remaining particularly strong
IPO Market Dead in 2002
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January 10, 2003 : Venture-backed telecom startups couldn't find their way to the public markets in 2002
Components to Rebound in 2003?
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December 10, 2002 : The components market has finally hit bottom and will grow 30% in 2003, according to Strategies Unlimited
Long-Haul Lag Lingers
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November 20, 2002 : The long-haul market is in dire straits and won't be picking up any time soon, according to Probe Research
Growthink: Funding Is Down
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November 12, 2002 : No kidding! But the connectivity segment took in more than a third of all VC funding in Q3
Internet Growth Slows
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November 12, 2002 : The growth in international Net connections has slowed, according to TeleGeography; demand may be another story
Wave Services: Is Growth for Real?
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November 11, 2002 : A flurry of announcements hints at an uptick in sales of wavelength services. Are we seeing a serious trend?
Home-Fiber Optimism
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November 8, 2002 : New market study and Light Reading report say Fiber-to-the-Home deployments are on the rise
Next-Gen Sonet Growing
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October 8, 2002 : Products designed to replace Sonet ADMs in metro transport networks are on the upswing, says IDC
ILECs' Missing Links
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September 9, 2002 : A new report says US networks are well connected and full of fiber. Getting to them is the problem
10-Gig Transceiver Market Set to Soar
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September 3, 2002 : Shipments will quadruple by 2005, driven initially by enterprise applications, some say **UPDATED 9/12/02 9AM**
Debt Weighs on Euro Carriers
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July 25, 2002 : The European service provider market is still growing but faces unique problems, according to recent reports
Optical MAN's Hope
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June 17, 2002 : In-Stat/MDR sees growth coming to the optical MAN market. That is, unless a silly thing like the economy intervenes
Broadband: Will It Bust a Move?
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June 13, 2002 : Research from several worldwide telecom groups highlights broadband access as key to telecom's future
OSS Vendors Taken to Task
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June 13, 2002 : Industry sources say OSSs are draining carrier resources. Is there hope for a better future?
Solution for the Fiber Glut: Turn It Off?
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June 13, 2002 : The industry is heading toward fewer carriers and possibly fewer networks to ease the capacity glut
Report: Slow Ramp for Optical Amps
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April 18, 2002 : A CIR report says deployment of metro optical amplifiers won't take off until 2005. Can startups wait that long?
RHK's Fat OSS
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April 12, 2002 : Says carriers will spend over $30B on OSS software this year -- and $50B by 2005. Are they for real?
IDC: Telco Data Boom Underway
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January 31, 2002 : Wireless and data access services are fueling worldwide telecommunications growth, says IDC report
Another Surge for Waveguides?
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January 11, 2002 : Report says planar waveguide circuits will show 40 percent growth rates through 2006
Report Predicts Chip Rebound
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October 23, 2001 : Optical Oracle identifies the companies that'll be first to recover from the current inventory overhang
Optical Signaling: Slow but Sure
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October 16, 2001 : A recent Light Reading Webinar poll reveals that optical signaling is a vital, but slowly moving, bandwagon
VCs Pumped $3B into Metro Networks
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September 27, 2001 : Ethernet rules in the metro networking market. Unfortunately, much of the $3 billion in VC capital will disappear
Optical Ethernet Rules
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September 27, 2001 : Optical Oracle says Ethernet is the brightest spot on the optical horizon, especially for young guns
Optical Crossconnects Surging
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September 5, 2001 : KMI Corp. says the market will reach $6.3 billion by 2006, when all-optical crossconnects will overtake OEO gear
Next-Gen Optical: Bucking the Slump
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September 3, 2001 : Slowdown? Intelligent optical networking gear sold like hotcakes from 2000 through the first half of 2001
Components Continue Slide
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August 28, 2001 : Optical Oracle survey says turnaround won't happen for three to four quarters, but highlights high-growth areas
Router Numbers Support Cisco
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August 27, 2001 : Cisco took 5 percent of the core router market back from Juniper in the second quarter, says Infonetics
Ethernet vs Sonet
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August 24, 2001 : Yankee report says metro Ethernet is coming but asks: when, where, and how?
Integrated Optics: $2.6 Billion by 2005?
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August 22, 2001 : CIR says the market will take off in 2003 and early entrants will reap rewards
Dell'Oro: Transport Market Down 23%
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August 10, 2001 : Worldwide DWDM and Sonet/SDH equipment revenues won't begin recovery until 2003
Report: Next-Gen Gear Replacing Sonet
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July 27, 2001 : Frost & Sullivan says the market for traditional Sonet/SDH gear is giving way to next-generation optical systems
Optical Funding: Down but Not Out
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July 18, 2001 : What's hot: IP services and edge access. What's not: optical switching and components. So says the Optical Oracle
Tunable Lasers: Poised for Takeoff?
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July 6, 2001 : A recent report says tunable lasers will comprise roughly 26 percent of all lasers manufactured worldwide by 2005
M&A Activity Continues to Crawl
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July 5, 2001 : Stock market stability and steady corporate earnings are needed before the M&A deal frenzy can begin again
Report: DWDM Slump Temporary
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June 20, 2001 : ElectroniCast says the market for DWDM filters will grow more than 20 percent yearly for the next decade
Metro's Future Is Tied to Ethernet
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June 20, 2001 : Results of a Light Reading poll indicate widespread belief that Ethernet will dominate metro networks
Carriers at Risk
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June 12, 2001 : A new study by Light Reading's Optical Oracle shows some carriers may be strangled by their own long-haul links
VCs Turn Back the Clock
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May 10, 2001 : Report says VC funding is back to the same level it was at in 1999 -- but optical is still hot
Transatlantic Bandwidth: Mixed Message
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April 25, 2001 : Huge amounts of cable capacity are unused, but that's business as usual, says TeleGeography
European DWDM Sales Triple
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April 12, 2001 : RHK's latest report shows sales reaching $1.745 billion in 2000, with Nortel the overall leader
Intelligent Hardware: 'An $8.5B Market'
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March 29, 2001 : The market for intelligent optical devices is set to grow 59 percent, according to a report from Infonetics
Report: Juniper Still Gaining On Cisco
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March 9, 2001 : Juniper's still eating into Cisco's share of the core router pie; Avici has shown up for orts UPDATED 2/23 3:00pm EST
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Companies
Alcatel-Lucent (5872), AT&T (1948), BellSouth (848), BT (1287), Cablevision (615), Cisco (5297), Comcast (1910), Cox Communications (858), Deutsche Telekom (807), eBay (Skype) (345), Ericsson (1617), France Telecom (964), Google (489), Huawei (1045), Intel (1127), Juniper (2022), Microsoft (1115), Motorola (1486), Nokia Siemens Networks (2645), Nortel (3956), NTT (173), Siemens (1359), Sprint (1059), Telefonica (439), Time Warner Cable (969), Verizon (2587), Vodafone (510), Yahoo (339)

Broadband
Access equipment (2169), Access technologies (2378), Broadband loop carriers / multiservice access nodes (388), Cable modem termination systems (CMTSs) (1104), Cable TV chips (286), DSL (2425), DSL chips (227), DSLAMs (703), Free-space optics (35), FTTx (3265), Gaming consoles (58), Gaming servers (22), Media adapters (23), Municipal networks (106), PON (1364), PON chips (217), Satellite (497), WiMax (880), Wireless LAN (354)

Cable Digital
Cable Modems (681), Cable/MSO equipment (2802), CableLabs (470), Compression (MPEG-2 and MPEG-4) (279), Docsis (1046), Embedded multimedia terminal adapters (E-MTAs) (213), Head-ends (233), PacketCable (129), QAM (307)

Chips, Components & Subsystems
ASICs & FPGAs (101), ATCA (480), ATM chips (13), Comm chips (2360), Dispersion compensators (149), Lasers (920), Modulators (163), Mux/demuxes (299), Network processors (933), Optical amplifiers (349), Optical channel monitors (92), Optical components (2824), Speciality fiber (94), Switches & OADMs (397), Transceivers (1247), Transmission fiber (419), Variable optical attenuators (139)

Ethernet
10-Gbit/s Ethernet switches (1454), Access devices (272), ATM switches (333), Circuit emulation (16), Converged access (103), Ethernet chips (573), Ethernet equipment (2212), Ethernet over copper (231), Ethernet PONs (160), Ethernet services (1909), Ethernet technologies (568), Multipoint (131), Multiservice edge equipment (143), Multiservice provisioning platforms (622), Multiservice switches (389), PBT (Provider Backbone Transport) (256), Point-to-point (139), Pseudowire (Layer 2 tunnels) (132)

IP & Convergence
B-RASs (229), Cell/WLAN (77), Compression equipment (13), Core routers (1294), DNS (56), Edge routers (1686), ENUM (53), Fixed/Mobile Convergence (485), GMPLS (76), IMS (1088), IMS Control Layer (27), IMS Service Layer (27), IP equipment (1224), IP software (381), IP technologies (1482), IPv6 (99), Layer 3 VPNs (194), MPLS (1774), MPLS (687), Multicast (36), P2P (258), Pseudowire (Layer 2 tunnels) (132), QOS (350), SIP (396), Traffic managers (808), Wireline/Wireless (59)

Mobile/Wireless
3G Evolution (175), Broadcast (Mobile TV, etc.) (189), Carrier WiFi (226), CDMA (3G) (367), Core Network (173), EV-DO (126), Femtocells (30), Fixed Wireless (Microwave, etc.) (71), Fourth Generation (4G) Wireless (70), GSM/EDGE (430), HSDPA/HSUPA (321), IMS Core (47), Long-Term Evolution (LTE) (188), Mobile Advertising (24), Mobile Music (31), Mobile TV (130), Mobile Video (65), Mobile WiMax/WiBro (92), Mobile/Wireless (5877), Packet Core (61), Radio Access Network (236), TD-SCDMA (Chinese 3G) (67), Transmission (38), Ultra-Mobile Broadband (UMB) (8), UMTS(3G) (340), Voice Core (21), WiMax (880), Wireless Backhaul (272), Wireless Chips (191), Wireless LAN (354)

Optical Networking
40-Gbit/s transmission (452), Core optical switches (760), CWDM (289), DWDM (1842), Long-haul WDM equipment (654), Metro optical switches, ROADMs (1173), Metro WDM equipment (773), Multiservice provisioning platforms & add/drop muxes (375), Optical equipment (2191), Optical switches & crossconnects (398), Optical technologies (417), Sonet/SDH (1036), Sonet/SDH chips (351), Wavelength services (305)

Security
Anti-virus (29), Denial-of-service attacks (44), Encryption (97), Endpoint security (22), Firewalls (61), Intrusion detection & prevention (45), IPSec VPN (801), Security (1835), SSL VPN (862), URL filtering (12), User authentication (24)

Services Software
Activation (415), Billing systems (761), Content/software downloads (231), Customer relationship management (231), Data Integrity (61), Element management systems (36), Fault management (69), Inventory management (153), Mediation systems (204), Messaging (231), Middleware (72), Mobile location (41), OSS (2584), Performance monitoring (335), Policy control (269), Provisioning (553), Revenue assurance & fraud management (334), Service delivery platforms (SDPs) (328), Service management (220), Service-oriented architectures (310), Services (2480), Web gateways (56), Web services (124), XML (51)

Test & Measurement (Sponsored by Etaliq Inc)
Access equipment Access test & measurement equipment (126), Comm chips Comm chips test & measurement equipment (29), Ethernet equipment Ethernet test & measurement equipment (170), IP equipment IP test & measurement equipment (122), MPLS MPLS test & measurement equipment (14), Optical components Optical components test & measurement equipment (113), Optical equipment Optical test & measurement equipment (886), OSS OSS test & measurement (1059), Sonet/SDH Sonet/SDH test & measurement equipment (1599), Test & measurement (1755), VOIP equipment VOIP test & measurement equipment (145)

Video (Sponsored by Ericsson Televisionary)
Broadcast (Mobile TV, etc.) (189), Broadcast video equipment (including encoding) (730), Content delivery network (CDN) (394), Content protection (270), DVRs (665), Internet Video (840), IPTV (3461), Middleware & business support systems (845), Set-top boxes (1624), Stored video servers (379), TV (3581), Video equipment (2448), Video services (4130), Video software (1349), Videophone (185), VOD (2635)

VOIP
Application servers (186), Centrex (198), Conferencing (78), Contact centers (38), Enhanced voice (34), Enterprise (637), Media gateways (357), Messaging (73), Presence management (43), Residential (835), Session border controllers (398), Signaling gateways (104), Softswitches (1090), VOIP chips (167), VOIP equipment (3423), VOIP services (3768), VOIP software (620), VOIP VPNs (28), Wholesale (220)