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Ethernet to Outpace Sonet?
News Analysis -
May 01, 2001 : Economics are likely to encourage carriers to deploy 40-gig in Ethernet before Sonet environments
PMC-Sierra Touts Flexible 10-Gig Chip
News Analysis -
May 01, 2001 : Networking chip is designed to meld networks by supporting a number of 10-gigabit Ethernet formats
Inside JDSU's Secret Acquisitions
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May 01, 2001 : JDSU's penchant for acquisition hasn't disappeared. It's just snacking quietly on smaller deals
Amber Networks Cuts Staff
News Analysis -
May 01, 2001 : Another day, another workforce reduction. Amber, which is building a fault-tolerant edge router, lays off 12 percent
Ethernet Operators Face Up-Front Costs
News Analysis -
May 01, 2001 : Service providers make light of the big bills they have to pay to connect customers with fiber
Tellium Hits the Road
News Analysis -
April 30, 2001 : Tellium trims its IPO size by 25 percent as it starts its investment offering road show
Zuma Integrates the Edge
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April 30, 2001 : MRV startup uses an open Linux platform to combine application switching and security services
Lucent's $5 Billion Question
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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 -
April 30, 2001 : Chip giant's moves worry its portfolio companies -- which may now be competitors
Zhone Rezones
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April 27, 2001 : Zhone is relocating staff in two offices and cutting some jobs in Texas
Cisco Slashes Canadian Operations
News Analysis -
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 -
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 -
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
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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 -
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?
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April 26, 2001 : Rumor has it close to signing a big deal with Japan's NTT
Foundry Meets Lowered Expectations
News Analysis -
April 26, 2001 : Finally, some good news from Foundry. But analysts are still skeptical
Alcatel Profits, Forecasts Drop
News Analysis -
April 26, 2001 : Profits down 19% on last year. Annual sales growth forecast trimmed to 5-15%
Marconi Ruffles Former Employees
News Analysis -
April 26, 2001 : Typo in severance letters stings some former Marconi workers
New Focus Dials Back
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April 25, 2001 : Revenues and losses meet reduced expectations, but the company expects business to shrink next quarter
What's Next for Avanex?
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April 25, 2001 : The component maker's quarterly earnings get mixed reviews. Will a turnaround come soon enough?
Stock Watch: Digital Lightwave
News Analysis -
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 -
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 -
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 -
April 24, 2001 : But does the world really need another wireless LAN scheme?
JDSU Deepens Reorg
News Analysis -
April 24, 2001 : The component maker bites the bullet, announcing massive changes, including the layoff of 5,000
Lucent Loses Billions, Refocuses
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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
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April 23, 2001 : Shareholders and lawyers are out for blood -- homing in on Cisco's aggressive lending and accounting practices
BrightLink's Prospects Brighten
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April 23, 2001 : Its grooming switch goes into trials while Sycamore's runs into problems
Atrica Keeps It Simple
News Analysis -
April 23, 2001 : The optical Ethernet startup entered the picture later than others. Will its straightforward approach pay off?
Astral Point Slims Down
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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 -
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
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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 -
April 20, 2001 : Core router startup lures Ericsson Canada president
Nortel: Losses and Layoffs, Eh?
News Analysis -
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 -
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
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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?
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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
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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 -
April 18, 2001 : Despite reverting to losses and reporting a sequential decline in revenue, company sees profitability in 2001
Winstar Sues, Lucent Scoffs
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April 18, 2001 : Lucent calls Winstar's $10 billion lawsuit "frivolous," as the two companies point fingers at each other
Tellabs Regroups
News Analysis -
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 -
April 18, 2001 : Surprise action by Federal Reserve boosts spirits in the beaten down optical sector
Cisco Circles the Wagons in Texas
News Analysis -
April 18, 2001 : Cisco's scaling back its planned Richardson expansion
Reality Bites at NGN Conference
News Analysis -
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 -
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 -
April 17, 2001 : Nortel's undergoing a massive reorganization that emphasizes optical networking and especially the metro market
Gilder Backs Corvis
News Analysis -
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 -
April 16, 2001 : Cisco swears off a price war even as product demand dives and inventory piles up
Nortel: Inventory Garage Sale?
News Analysis -
April 16, 2001 : Analysts are scrutinizing Nortel's suppliers for signs that its inventories have been returned or sold at steep discounts
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