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ONI Bucks the Trend
News Analysis -
October 31, 2000 : Good Q3 results bring some relief to nervous investors
Scotland Spawns Component Startups
News Analysis -
October 31, 2000 : Kymata could turn out to be the first of many
Alcatel Optronics: How High Can It Fly?
News Analysis -
October 31, 2000 : Great quarter, but is its parent pulling strings?
Sparkolor Plays Catch Up
News Analysis -
October 31, 2000 : David Huber is betting on a startup catching up with the competition on indium phospide integrated circuits
Cisco Caught by Capex Concerns
News Analysis -
October 30, 2000 : Share price falls 5 percent on fears of a slowdown in carriers' capital spending
Netrake Develops a Tool for the Edge
News Analysis -
October 30, 2000 : Using a new network chip technology, Netrake hopes to provide quick QOS at the network edge
Metro DWDM: Another Leap Forward?
News Analysis -
October 30, 2000 : Sweden's Lumentis says tunable lasers and filters will enable it to leap-frog today's technology
McGinn Not Alone in Two-Timing Lucent
News Analysis -
October 30, 2000 : Others, including Dan Stanzione, former president of Bell Labs, backed a competitor while still at Lucent
Ocular Sees a Single Fabric
News Analysis -
October 30, 2000 : Metropolitan optical player plans a single switching fabric for multiple voice and data traffic types
Lynx Claims Optical Switch Advance
News Analysis -
October 27, 2000 : Startup says its solid state switch beats MEMS and bubbles on several counts
IPO Filter Gets Finer
News Analysis -
October 27, 2000 : The market has spoken, and the investment banking community is listening
New Focus Buys Some Growth
News Analysis -
October 27, 2000 : New Focus follows up a solid earnings report with two strategic acquisitions
JDSU: There's No Industry Slowdown
News Analysis -
October 26, 2000 : Leading optical components vendor beats the street estimates by two cents, sees no sign of weakening demand
Optical Death Greatly Exaggerated
News Analysis -
October 26, 2000 : George Gilder still believes. Can you?
Sorrento's Sitting on Good News
News Analysis -
October 26, 2000 : Sorrento previews a positive quarter, and CEO Xin Cheng talks about his new role
Zaffire Keeps It in the Family
News Analysis -
October 25, 2000 : Shlomo and Near Margalit took on the Kleiner Perkins machine to retain control of their company -- and won
Nortel's Fright Night
News Analysis -
October 25, 2000 : Nortel last night reported a slip in optical growth, sending the optical market into the gutter. Was the reaction extreme?
Startup Sees Window of Opportunity
News Analysis -
October 25, 2000 : Kent Optronics has a polarization-independent liquid crystal switch [UPDATED Oct 26 9:45 AM EST]
Osicom Hires New President and COO
News Analysis -
October 25, 2000 : Former Nextel executive brought in to help Sorrento and Osicom grow to its potential
Analyst Report Defends Optical
News Analysis -
October 24, 2000 : Morgan Stanley's report on capital spending sheds positve light on optical equipment.
McGinn Backed Lucent Competitor
News Analysis -
October 24, 2000 : As Lucent's share price fell, the CEO was mining Zhone Technologies for startup gold
Out of the Lab: Fiber Dispels Dispersion
News Analysis -
October 24, 2000 : French researchers have developed a fiber that could slash the cost of correcting for dispersion
Qwest Comes on Strong
News Analysis -
October 24, 2000 : Qwest provides some relief for the beleaguered telecom sector
Network Photonics Raises $106.5 Million
News Analysis -
October 24, 2000 : The company plans to build an all-optical metro DWDM switch using its own components
Raza Raises Fast Cash
News Analysis -
October 23, 2000 : Networking investment and development firm raises $125 million investment from a group led by Cisco
Corning Still High in Fiber
News Analysis -
October 23, 2000 : Optical components growth was considerable, but fiber still fuels the bulk of Corning's business
Bye-Bye BrightLink Blimp
News Analysis -
October 23, 2000 : Zany zeppelin vanishes before recruitment fair; Cisco suspected in Telecom Corridor caper
McGinn: McGone
News Analysis -
October 23, 2000 : Lucent's Chairman and CEO Rich McGinn is history. It may be a long road to recovery
DigiLens Creates 'Liquid Gratings'
News Analysis -
October 23, 2000 : Startup is forming Bragg gratings in liquid crystals to deliver low cost components
Energy and Optics: Dynamic Duo
News Analysis -
October 20, 2000 : Energy companies like Dynegy and Enron now have optical pipelines for sale: Is Wall Street ready? [REVISED 10.23.2000]
Is Cisco Buying CacheFlow?
News Analysis -
October 20, 2000 : Rumors are swirling that Cisco wants CacheFlow -- analysts think it'd be a good combination
Nortel's Broadband Cable Play
News Analysis -
October 20, 2000 : Its deal with Antec should help each sustain a solid lead in the broadband cable access market, analysts say
Appian Peps Up Provisioning
News Analysis -
October 20, 2000 : Software platform aims to provide carriers a way to point and click toward profits
SignalSoft Knows Where It's At
LR Mobile News Analysis - C.J. Kennedy -
October 20, 2000 : Location, location, and customers: the three most important things in wireless.
Corvis Shows Upside Surprise
News Analysis -
October 19, 2000 : $23 million in revenue more than doubles the estimates
New Kid on the Cisco/Juniper Block
News Analysis -
October 19, 2000 : Tony Li has set his startup's sights on domination of the router market. His track record speaks volumes
Zhone Files for IPO
News Analysis -
October 19, 2000 : Company aims to put another $345 million into its coffers
Avanex Shares Soar
News Analysis -
October 19, 2000 : Component vendor has stellar quarter and proves skeptics wrong
MEMS Market Heats Up
News Analysis -
October 19, 2000 : Players are proliferating, heralding stiff competition in an already lucrative market, says report
Sycamore Ships Sirocco Product
News Analysis -
October 19, 2000 : The Sycamore and Sirocco products are fully integrated and shipping to customers
Exodus, Cypress Get Gildered
News Analysis -
October 19, 2000 : Exodus and Cypress Semiconductor receive guru George Gilder's blessing
Telcordia's Osmine Gold Mine
News Analysis -
October 18, 2000 : Is Telcordia abusing its ownership of the integration process for Osmine management software?
Ixia's IPO Blooms
News Analysis -
October 18, 2000 : Shares of the network measurement firm jump 80 percent during its first trading day
Nortel's $1 Billion Pipe Dream
News Analysis -
October 18, 2000 : Nortel is providing up to 50% of the financing for Aerie's optical network buildout: Who'll pay for the rest?
Swedish Carrier Suffers Setback
News Analysis -
October 18, 2000 : Business case for rolling out broadband to millions of homes comes into question
Sycamore’s Stealth 40-Gig Strategy
News Analysis -
October 17, 2000 : Rumored investment in a startup called Mintera could yield high-speed, long-haul products
Marconi Debuts on Nasdaq
News Analysis -
October 17, 2000 : Looking to boost its U.S. profile, Marconi is listed as an ADR on the Nasdaq
Astral Point Plays Survivor
News Analysis -
October 17, 2000 : A $100 million deal with Time Warner Telecom is just what the IPO bankers ordered: Was equity involved?
Optical Boosts Tellabs Quarter
News Analysis -
October 17, 2000 : Company shows 50 percent growth in quarterly sales. Can it keep pace with the changing market?
Quake Tools Up With $12 Million
News Analysis -
October 17, 2000 : Communications chip startup targets Ethernet, Sonet/SDH applications
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