M&A's New Currency
News Analysis -
January 30, 2004 : With stock prices up, Nortel, Tellabs, and Ciena are out shopping for access vendors such as Catena and Calix
Verizon Suppliers Get Good News
News Analysis -
January 30, 2004 : RBOC plans more spending on 'growth area' technologies, including DSL, FTTP, IP/MPLS, VOIP
Nortel Scores in Q4
News Analysis -
January 29, 2004 : Revenues go way up as Nortel sees some positive momentum in wireless gear and some opportunity in VOIP
Avaya Avows a Profit
News Analysis -
January 28, 2004 : Carrier spending is coming around, Avaya says, but large enterprises struggle to justify IP convergence
Verizon Mulls the Mesh
News Analysis -
January 28, 2004 : With help from chip startup Parama, Verizon's exploring ways to put a Sonet-friendly mesh in the core
Survey Explodes MPLS VPN Myths
News Analysis -
January 28, 2004 : Carriers say rewards are greater than risks, according to a monster survey by Heavy Reading
The Softer Side of Convergence
News Analysis -
January 27, 2004 : Software needs more attention, according to carriers at Light Reading Live Convergence 2004
Hammerhead Nails $25M
News Analysis -
January 26, 2004 : Edge services startup says it's got the next-gen ATM and Frame Relay box that carriers are looking for
Is Lucent Sounding Out Sonus?
News Analysis -
January 23, 2004 : Cancelled earnings call spawns many theories, one of which has Sonus firming up a reseller deal with Lucent
Russo's VOIP Spin Confounds
News Analysis -
January 21, 2004 : Lucent CEO Patricia Russo suddenly likes VOIP, but analysts point out that Lucent has a ways to go
Verizon Outlines 2004 Plans
News Wire Feed -
January 30, 2004 : Verizon executives have outlined strategies and operational plans to increase the company's growth
Verizon Wireless Posts Q4
LR Mobile News Feed -
January 30, 2004 : Total Q4 revenue was $6B, up 14.6% from $5.2B in 4Q02; 1.5M net customers were added, up 54.2% from 4Q02
Nortel Posts Healthy Q4 Profit
News Wire Feed -
January 29, 2004 : Revenues were $2.83B, up 12% from $2.53B in 4Q02, for net earnings of $499M ($0.11/share), up from a loss of $168M ($0.04/share) last year
Verizon Reports Q4 Results
News Wire Feed -
January 29, 2004 : Posts revenues of $17.3B for the quarter, up 0.7%, and loss of $1.5B or $0.53 per share; earnings were $3.1B or $1.11 per share for 2003
HR Survey Points to Big VPN Changes
News Wire Feed -
January 28, 2004 : More than 400 carrier execs and technicians expect a rapid ramp-up of revenues from new VPN services based on IP and MPLS technologies
Ericsson, Nortel Lead VOIP
News Wire Feed -
January 28, 2004 : Dittberner says Ericsson is the leader in port shipments, with over 21% of total shipped as of 4Q03; Nortel is second at 17.1%
AFC Reports Lower Q4 Revenues
News Wire Feed -
January 28, 2004 : Revenues in Q4 were $84.8M, down from $85.7M in 4Q02; net income was $5.7M, or $0.06 per share, down from $17.6M, or $0.21 per share in 4Q02
Corning Reports Q4
News Wire Feed -
January 25, 2004 : Corning reports quarterly sales up 26% versus prior year
Lucent Profits in Q1
News Wire Feed -
January 21, 2004 : Lucent posts Q1 profit of $338M or $0.07 per share, compared with a loss of $264M or $0.11 per share in 1Q03
Alltel Offers PTT
LR Mobile News Feed -
January 20, 2004 : Alltel launches Touch2Talk service powered by Kodiak Networks in 50% of its POPs, extending to whole network by March
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