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Ciena's K2: What Problems?

Light Reading
News Analysis
Light Reading
9/17/2002
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Ciena Corp. (Nasdaq: CIEN) scored quite a coup when it acquired Lightera at the beginning of the optical boom, giving it what turned out to be a market leader -- the CoreDirector grooming switch.

The opposite could be said of its $1.1 billion acquisition of Cyras in March 2001 (see Ciena Completes Cyras Purchase). Cyras’s add/drop mux -- now called the MetroDirector K2 -- came out of the same stable as Cisco Systems Inc.'s (Nasdaq: CSCO) Cerent box, the ONS 15454, and was supposed to be better (see Cyras: The Next Cerent? ). So far, however, it hasn't lived up to its early promise.

Industry sources have long said the K2 wasn't in working order when Ciena bought it and that the company has had to work long and hard to get it out the door. Others say it's still a dud. The latest rumor? Ciena may kill development of the K2 altogether. Separate speculation that Ciena may announce a layoff this week has only added grist to the K2 mill.

Ciena itself denies the rumors.

"That's definitely not true. We are not capping development on the K2," says Denny Bilter, senior director of marketing at Ciena. "We are committed to all of our product lines." As for the layoff rumor, he says that's speculation from Wall Street analysts.

Those analysts continue to bubble with K2 questions. During Ciena's last quarterly report, some asked whether the product's been able to gain any traction with the crucial U.S. RBOC market, part of Ciena's current focus on incumbents worldwide (see Ciena Follows the Incumbents).

The answer appears to be a resounding no. "We haven't seen any evidence of traction for the K2 in the RBOC market," says analyst Simon Leopold of Merrill Lynch & Co. Inc.

Since completion of the Cyras acquisition in March 2001, Ciena has publicly announced four wins for the K2. Michael Howard, principal analyst and cofounder of research firm Infonetics Research Inc., thinks Ciena's garnered "low tens of millions" in revenue for the K2 since it started shipping three quarters ago. (Ciena won't release specific shipment figures, so numbers can't be verified.)

The most recent and widely publicized K2 win was a deal with Sprint Corp. (NYSE: FON) announced this past June (see Ciena Fleshes Out Sprint Deal). At the time, Sprint sources said the carrier was using the K2 in five domestic locations linked to international data traffic.

But analysts say the Sprint win is lackluster because of the carrier's primary commitment to the ONS 15454 from Cisco. "Sprint's publicly committed itself to Cisco as its main supplier," says Michael Howard. "I don't think this was a big win for Ciena."

Ciena's only other announced K2 deployment stateside is at Oklahoma-based alternative transport provider AFN Communications LLC (see Ciena to Supply AFN). That carrier has based its network on Ciena gear and is using the K2, but at press time couldn't provide information as to the number of platforms installed.

In June 2001, Ciena announced a sale involving the K2 to a joint venture in China called CEC-IDN Telecom Limited or Beijing IDN (see Ciena Enters China). That was a primarily a distribution deal, though, as was clarified in February 2002, when Ciena struck a joint manufacturing and R&D agreement with CEC-IDN for the CoreDirector and K2 in China (see Ciena Looks to China).

Ciena's other announced K2 win is a deal with Tokyo's eAccess Ltd., announced in November 2001. That arrangement was described by Ciena as a deployment of "more than 100 units" for a Tokyo Sonet ring.

And there you have it -- four announced wins that don't include an RBOC, which some say isn't good news, despite claims of opportunities abroad. "Saying that the best opportunity for this product is international is a euphemism for saying it's not doing anything in North America," says Merrill Lynch's Leopold.

Analysts are divided over the source of the K2 problem. Ciena has fielded comments about the box's alleged technological drawbacks. "The K2 has never performed as it was advertised, the grooming ASICs haven't worked," writes one industry source, who asked not to be named, in an email last week.

Ciena says it's never heard complaints about the K2 ASICs.

Others say the timing of the product's release was problematic. "When you build a product early, you risk others becoming superior," says Frank Dzubeck, president of consultancy Communications Network Architects (no Website). The K2, developed early and delayed in its release, fits the bill.

But Dzubeck also says RBOCs aren't buying. "They're effectively starving an industry in order to gain regulatory relief," Dzubeck says.

Market conditions exacerbate the problem. Fujitsu Ltd. (KLS: FUJI.KL), Lucent Technologies Inc. (NYSE: LU), and Nortel Networks Corp. (NYSE/Toronto: NT) have earmarked the metro space as crucial to their own survival. That's made it tougher than ever to get into any carrier's door, even ones who are buying. A product without significant differentiators is apt to be quickly passed over.

Many say they wouldn't be surprised if development on the K2 is stanched or redirected, regardless of the underlying reasons. "The K2's not stellar," says Mark Lutkowitz of Communications Industry Researchers Inc. (CIR). "It was always a 'me too' kind of product. Nothing differentiates it. Ciena needs to get its burn rate down and focus on products that will do the most for them."

It's time Ciena did some soul-searching, Lutkowitz says. "They can't afford to be in denial on this." Ciena's dominance in the long-haul space isn't guaranteed, he asserts, and the company could be better off putting its development dollars to work where it's got a solid market position, as it has with its CoreDirector core switch.

Ultimately, some have indicated that the K2 may get buried in integration with the products Ciena acquired in its merger with ONI Systems earlier this year (see Ciena to Merge, Shrink). Ciena acknowledges its commitment to that integration project.

At least one observer thinks Ciena will take the integration route out of K2 complications. "If they do close down the K2 development lab, I expect that they will announce it as a consolidation of facilities with ONI to avoid embarrassment," writes Doug Green, principal of the Bradam Group consultancy, in an email.

He says Ciena's struggling with an image problem on two counts when it comes to metro DWDM gear. First, the company's earmarked the K2 for revenue growth. Second, it would send out a "very bad message [to discontinue the K2], i.e. that they can't seem to find their way in the metro market, the only segment where anyone is spending at all," Green writes. A pre-Cyras acquisition, Omnia Communications, failed to pan out as planned, he notes; and when Ciena's own DWDM ring project was canceled, the company bought ONI Systems -- a move that is still being debated.

— Mary Jander, Senior Editor, Light Reading
www.lightreading.com

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Litewave
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Litewave,
User Rank: Light Beer
12/4/2012 | 9:43:54 PM
re: Ciena's K2: What Problems?
Harvey Mudd aka Booby Max:

Which booby, left or right? ;-)

The BobbyMax Story - The insider scoop on LR's court Jester.
fanfare
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fanfare,
User Rank: Light Beer
12/4/2012 | 9:44:01 PM
re: Ciena's K2: What Problems?
Having been here for yrs I, as well as many others, can attest to your knowledge level and to the consistency of the material you post. If you will accept a piece of friendly advice, however, I would suggest you not bother to respond posters like BobbyMax.

Maybe it's just me... but it seems axiomatic that doing so is beneath you.

ff
gea
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gea,
User Rank: Light Beer
12/4/2012 | 9:44:06 PM
re: Ciena's K2: What Problems?
Harvey Mudd aka Booby Max:

Since everyone's on to you, perhaps it's time for a new pseudonym? It's not like anyone can figure out its you just be reading what you write!
gea
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gea,
User Rank: Light Beer
12/4/2012 | 9:44:07 PM
re: Ciena's K2: What Problems?
Booby:

Now I know how you collect your "facts"! I wrote a post telling you I performed testing and technical audits at Bellcore/Telcordia, and you concluded that I was always and only (both then and now) a "mere test engineer".

Aside from the fact that any test engineer knows more about Telecom than you do, by 1999 I had already had my hands on DWDM gear from Ciena, Cisco/Pirelli, Lucent, Tellium and others (in addition to SONET gear). So from that alone (this statement means there's much more) it's clear I've forgotten more about Telecom than you ever knew. Oh, and then there are my periodic and well-covered talks at NFOEC and elsewhere. (Have YOU ever spoken at any of our industry forums? If so, you may want to know that it was not your jokes the audience was laughing at!)

And then there's my life post-Bellcore/Telcordia, but that I'll leave you to guess about.

But I have to admit that on some levels your incoherent ramblings are fascinating, just like watching a train wreck...it's terrible but you just can't turn your eyes away.
DarkWriting
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DarkWriting,
User Rank: Light Beer
12/4/2012 | 9:44:08 PM
re: Ciena's K2: What Problems?
AAL5,

Why don't you just click "ignore author" and it will always be a "zero".

DW

P.S. Again, not defending this person but I think we all see enough intelligence in some of the postings to make us curious.
AAL5
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AAL5,
User Rank: Light Beer
12/4/2012 | 9:44:09 PM
re: Ciena's K2: What Problems?
Scott,

is there any chance of calculating the average ratings people have given for all his posts, I have a feeling Bobby will be a special kind of "winner" in this respect.

AAL5
Opty-Op
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Opty-Op,
User Rank: Light Beer
12/4/2012 | 9:44:11 PM
re: Ciena's K2: What Problems?
I will pay to read that one.....

Scott Raynovich wrote:

BobbyMax,

I will be doing a story about you for Light Reading. Care to comment?

rayno@lightreading.com

--Scott
former_cyras
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former_cyras,
User Rank: Light Beer
12/4/2012 | 9:44:13 PM
re: Ciena's K2: What Problems?
Scott,

Will Bobby Max story include collection of most ignorant and/or racist statements?
Scott Raynovich
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Scott Raynovich,
User Rank: Light Sabre
12/4/2012 | 9:44:15 PM
re: Ciena's K2: What Problems?
BobbyMax,

I will be doing a story about you for Light Reading. Care to comment?

rayno@lightreading.com

--Scott
rafaelg
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rafaelg,
User Rank: Light Beer
12/4/2012 | 9:44:17 PM
re: Ciena's K2: What Problems?
Dear BobbyMax,

Thank you so much for your inputs. Your wisdom and analyses never cease to amaze us. If it were not for your common generic remarks and innuendoes, we would find other more important subjects to comment. You have become an easy target of ridicule to the point that LR wants to generate a story on you. Your remarks are shaped as if you were right at the CEO offices of the companies you smear. In doing so, it devaluates anything that may be in one distant illusion, true. I find myself reading your posts in astonishment, wondering how many others in your state-of-mind are "out there" posing as designers, engineers, stock brokersGǪ Hell, CEO's!! Perhaps, that is why we are in the present situation. Please don't feel bad, if some of us didn't have a sense of humor, we wouldn't respond to your senseless, oblivious posts.

Love and regards
BobbyMax
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BobbyMax,
User Rank: Light Beer
12/4/2012 | 9:44:20 PM
re: Ciena's K2: What Problems?
Dear "Dr. Gea":

I have requested you many times to stop hate e-mails.

You being a test engineer are not familiar with technologies, business practices. A lot of things that are being discussed here are beyond your skills.

Thank you.

Love and regards.
bleek-time
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bleek-time,
User Rank: Light Beer
12/4/2012 | 9:44:30 PM
re: Ciena's K2: What Problems?
Huge - CEO gone
Rusty - Metro chief gone
Evans - Marketing chief gone
xxx - marketing director gone
yyy - key engineer gone
.
.
.


Mitilas is there probably not any longer (if he is lucky). He came to ONI with Rusty (many VP
and directors of ONI were "family & relatives").
zhadum
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zhadum,
User Rank: Light Beer
12/4/2012 | 9:44:31 PM
re: Ciena's K2: What Problems?
Could you elaborate who Mitilas is ? Also, amongst the VP level ONI folks, who is still at Ciena ?

Thanks.

Z.
puddnhead_wilson
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puddnhead_wilson,
User Rank: Light Beer
12/4/2012 | 9:44:59 PM
re: Ciena's K2: What Problems?
Bleek_Times, please take this mean-spirited, insulting approach of yours to yahoo, where it fits in better.

Also take a few moments to review where former ONI officers are, while you're at it, before insisting you know that they hav all left. Do you still wish to continue to insist that, for example, Sharma and Mitilas are no longer working for Ciena? I think they would be VERY confused and puzzled to hear that.
lilgatsby
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lilgatsby,
User Rank: Light Beer
12/4/2012 | 9:45:05 PM
re: Ciena's K2: What Problems?
Easy tiger...I guess you own NT and LU stock, huh?

Again you prove my point, my mean-spirited phone-jockey. You don't have any knowledge about this market or business in general. The Execs you attack have the education you claim they need and the experience you claim they lack, and by the way I think the company's performance really speaks for itself. Or did these fellows act wrongly while steering CIEN past NT, LU and the rest?

I'm not going to do any more homework for you, slick. But please do some reading about the execs at other companies before blatently lying again. You amuse me but are also wasting space on this board.

lg
Bleek_Times
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Bleek_Times,
User Rank: Light Beer
12/4/2012 | 9:45:10 PM
re: Ciena's K2: What Problems?
Lilgatsby, in your rush to respond you missed the point. Of course all companies have legal and sales folks with high positions. But at Ciena the CEO was a former VP of world wide sales (no technical/MBA skills) and the VP of sales was the former General Counsel(no --fill in the blank-- skills).

So you see my little angry and clueless friend, its not the fact that there are sales and legal positions within Ciena mgt, its the fact that the roles are all mixed up. Check with all the companies you listed and see if the roles are confused in this fashion.

Finally, don't worry you will be able to sell your Ciena stock @ $4.50 in about 3 years form now. Go back to watching the stock ticker you pathetic idiot.
gea
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gea,
User Rank: Light Beer
12/4/2012 | 9:45:11 PM
re: Ciena's K2: What Problems?
"Dr. Nettles was repeatedly warned about Cyras by people who knew its management team and its product."

Are you by chance referring to yourself as someone who warned Nettles? And I suppose your "warning" came in the form of one of your posts on Lightreading?

Booby: You consistenly refer to "inside information" about the companies you bad-mouth (all compamies, except Lucent that is). How about giving some links and/or references to your "facts"?

I like your statement about a "group of Indian entreprenuers", going around and "cheating" Lucent, Nortel, Nokia, Ciena, and others. This group must be the smartest and most devious group in all human history of they were able to cheat thousands of executives at the worlds largest Telecom companies. (Talk about "Hate Email"...)

Booby: YOU ARE OUT OF YOUR MIND.
lilgatsby
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lilgatsby,
User Rank: Light Beer
12/4/2012 | 9:45:12 PM
re: Ciena's K2: What Problems?
BT, pretty bold to call someone clueless while you write this garbage.

That Lightera buy made CIENA #1 in optical core switching with the CoreDirector. Guess the integration went so-so there, huh champ?

How much Cyras Mgmt is left? Who knows? Does it really matter?

ONI is considered #1 - #2 in the metro transport space ALREADY. Mid-June was the official merge, maybe if you let the dust settle awhile we'll see just how well CIENA does with the ONI products.

Lastly, take a look around at top mgmt at LU, NT, CSCO, DELL, etc and tell me if legal and sales holds high positions. Go back to your cubical and sell some more magazine subscriptions, your statements are pathetic.

lg
BobbyMax
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BobbyMax,
User Rank: Light Beer
12/4/2012 | 9:45:13 PM
re: Ciena's K2: What Problems?
Dr. Nettles was repeatedly warned about Cyras by people who knew its management team and its product. Ciena was simply duped by the management team of Cyras. The product is simply a copy of the Cerent product. Afew members of the management team had worked at Ciena. They knew very well the art of deception practiced by a group of Indian enterpreauners. Many EDA companies, telecom companies, semiconductor companies, networking companies, and various other companies were cheated by this group people. Even large companies such as Lucent, Nortel, Nokia were victimized by these people. The list is almost endless to describe here.

Ciena paid $2.6 Billion to acquire Cyras. In spite of large payment, Ciena did not protect itself through contractual obligation requiring Cyras to deliver a working product within a specified period of time. There was no escrow money withheld (say 20% of the purchase price) pending the delivery of the product.

It appears that K2 system is non-functional. It also appears that the product will not be able to meet the market requirements. Furthermore, the ASICs in the K2 System never worked.

Ciena's haste and secrecy in acquiring Cyras has led it to a situation from which it would never recover.
Bleek_Times
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Bleek_Times,
User Rank: Light Beer
12/4/2012 | 9:45:15 PM
re: Ciena's K2: What Problems?
>I am very puzzled how any conclusions about the ONI-Ciena merger can be drawn at this time -- at least by anyone who wishes to be thorough, accurate, and fair.

puddnhead_wilson you should change your alias to
clueless. ONI top mgt is gone, Cyras top mgt is
gone, Litera top mgt is gone, . . . go on a limb . . . maybe just maybe the Ciena mgt is not great at integration. Face it, Ciena mgt is made up of former sales and legal folks not the greatest mix for leadership/direction.
Cheapseats
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Cheapseats,
User Rank: Light Beer
12/4/2012 | 9:45:19 PM
re: Ciena's K2: What Problems?
Wow someone is awfully bitter.

How about Time Warner and Qwest.
puddnhead_wilson
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puddnhead_wilson,
User Rank: Light Beer
12/4/2012 | 9:45:21 PM
re: Ciena's K2: What Problems?
>I tend to agree on this. Also Ciena is not good at integrating acquired companies, Cyras and ONI are examples.

I am very puzzled how any conclusions about the ONI-Ciena merger can be drawn at this time -- at least by anyone who wishes to be thorough, accurate, and fair.
optical_maverick
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optical_maverick,
User Rank: Light Beer
12/4/2012 | 9:45:25 PM
re: Ciena's K2: What Problems?
How can you blame him. He is a great business man. I have worked with Alnoor on a number of projects and he is a great deal maker. Anyways.....back to the Cyras Acq. Cyras was intially in talks with Ciena to form a strategic partnership when Ciena tested the box in there labs and it did fantastic. Although Ciena did not have real expertise for the due dilgence process they based there report on the ASICs and lab tests. Once Ciena saw the technical capabilities of the K2....only then did they talk about an acq. So those of you who may think otherwise Ciena was calling the pitches the whole time. Cyras was just waiting for the right pitch and when they saw that fastball coming right down the middle they hit a home run. In my opinion it takes much more talent to negoitiate the sale of Cyras to Ciena than selling Cerent to Cisco.


Mavi.

former_cyras
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former_cyras,
User Rank: Light Beer
12/4/2012 | 9:45:25 PM
re: Ciena's K2: What Problems?
"sold out people working for them"?

I have to disagree, Alnoor and the other founders did the employees of Cyras a favor by giving them a chance to cash in on telecom bubble before it collapsed. Whether this was their decision or forced upon them because Steve Pearse "resigned to spend more time with his family" is not important.
in_your_face
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in_your_face,
User Rank: Light Beer
12/4/2012 | 9:45:28 PM
re: Ciena's K2: What Problems?
He's living in multi-million dollar home, sipping exotic drinks on a side of his pool along with 3 other buddies thinking what's next for them.

The way they sold the company, sold out people working for them, took the money and ran style, who is going to fund or work for them again??? A bunch of jerks!!!
SiO2
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SiO2,
User Rank: Light Beer
12/4/2012 | 9:45:29 PM
re: Ciena's K2: What Problems?
lilgatsby writes:

> The late to market argument is poor.
> If you're not first or second, then
> you're late? Please...

this should go without saying. if you're
a startup and you arrive to market later
than cisco with a product that (powerpoint
notwithstanding) isn't at parity with cisco,
then the collection of letters scrolling
down your screen spell GAME OVER. that
ciena chose to insert another quarter to
continue play doesn't make the ending any
different.

> And, as far as your ATT fable...well you
> can believe whatever you want, sport.

given that the sources are ATT and both
east and west coast internal to ciena, i'll
stand by the fable, thank you.

SiO2




lightdimming
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lightdimming,
User Rank: Light Beer
12/4/2012 | 9:45:29 PM
re: Ciena's K2: What Problems?

"Of course, ONI brought its own problems
to Ciena as well"

Let us not forget the amount of cash in ONI's bank account when merging with Ciena. Cash is very important for Ciena to go thru this cold winter.
aba202
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aba202,
User Rank: Light Beer
12/4/2012 | 9:45:29 PM
re: Ciena's K2: What Problems?
I tend to agree on this. Also Ciena is not good at integrating acquired companies, Cyras and ONI are examples.

Of course, ONI brought its own problems
to Ciena as well: too many/redundant/overlapped management in the development teams. I would expect these problems to be rectified soon.
Carrier_Insider
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Carrier_Insider,
User Rank: Light Beer
12/4/2012 | 9:45:30 PM
re: Ciena's K2: What Problems?

Bunk !!!!!

SiO2 is right.

For here sits a K2 in a Carrier LAB ith a 3rd party VT X-connect attached. Guess what the 15454 did not make such a mistake

carrier_insider
Bleek_Times
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Bleek_Times,
User Rank: Light Beer
12/4/2012 | 9:45:31 PM
re: Ciena's K2: What Problems?
there is a term called due diligence, look it up
its probably not in your engineering book.

Plus, every new product requires some tune-up, it helps if the tune-up is done by those who know what they are doing (i.e. the designers)
Bleek_Times
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Bleek_Times,
User Rank: Light Beer
12/4/2012 | 9:45:32 PM
re: Ciena's K2: What Problems?
Such an insightful response
lilgatsby
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lilgatsby,
User Rank: Light Beer
12/4/2012 | 9:45:32 PM
re: Ciena's K2: What Problems?
SiO2 -
Late to market? I don't have an answer to this, I could speculate that they were trying to make improvements over the Cerent before release like shippable OC-192, Gig-E bridging, true ATM switch fabric, arbitrary concatenation, double the Cerent VT1.5 support, over twice as many wavelengths and higher density on DS-1, DS-3, OC-3, OC-12 and Gig-E cards...but that would be my own speculation. The late to market argument is poor. If you're not first or second, then you're late? Please...

And, as far as your ATT fable...well you can believe whatever you want, sport. As long as we're taking this road, why don't you name for me the accounts out of the 600 or so that use the Cerent that were NOT financed by Cisco Capital or any other Cisco backed house? You really want to talk about being first market or BUYING first to market...

lg
SiO2
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SiO2,
User Rank: Light Beer
12/4/2012 | 9:45:33 PM
re: Ciena's K2: What Problems?
lilgatsby writes:

> Timing is important and K2 was
> last to market of the three, so
> it stands to reason they are not
> ahead of either RBK or CSCO in
> this area.

given that cerrent, siara, and cyras
all spun out of fiberlane at roughly
the same time, who does cyras have
to blame for bringing a deficient
product to market late?

> This is a market CIENA is positioned
> well for with the ONI line to aggregate
> K2s. Maybe I'm wrong, but time will tell.

ciena acquired the K2 in an attempt to shore
up their market position at ATT. when ATT
threw the K2 out of its lab in lieu of the
cerrent box, it made things difficult to
sneak this pig past the ops folks at other
tier-1 providers. that ciena is still shopping
for a VT-level cross-connect with high-density
low-speed interfaces is pretty much all you
need to know in assessing the future of the
K2 in the ciena product line.

SiO2






67GT500
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67GT500,
User Rank: Light Beer
12/4/2012 | 9:45:33 PM
re: Ciena's K2: What Problems?
What BS
puddnhead_wilson
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puddnhead_wilson,
User Rank: Light Beer
12/4/2012 | 9:45:36 PM
re: Ciena's K2: What Problems?
>--from a reliable insider --
The K2 was well on the way to becoming a solid/profitable product. Unfortunately, the Ciena management was uncomfortable with the Cyras management, not for technical or leadership reasons, but ecause they did not fit into the "old boy" mold that makes up current management (admittedly this part is speculation). Long story short, Ciena in its infinite wisdom replaced management and the team lost direction, focus, talent, and finally product.

The main problem with this explanation is that this 'great" Cyras managment claimed the product was finished when Cina bought them. So even if they were so good as you seem to think, they must be liars because there should have littel left to be done (and for Cinea to screw up).

No, sorry, not buying it.
lilgatsby
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lilgatsby,
User Rank: Light Beer
12/4/2012 | 9:45:37 PM
re: Ciena's K2: What Problems?
K2 may not have the same traction that CoreDirector or CoreStream have, but it is hard to dominate EVERY segment of the industry. BTW, this product has the same number of buying customers as CORV has as an entire company. Think about it, sport.

Cerent was purchased along with a nice package of existing customers which CSCO has grown. Cyras did not have that same luxury. I'm not sure Siara had the same Cerent customer base at sale time, but it did have a head start on Cyras. Timing is important and K2 was last to market of the three, so it stands to reason they are not ahead of either RBK or CSCO in this area.

Would you propose rolling over since the #1 position is taken by Cisco? Sort of like CSCO deciding not to release the 15600 because CIEN owns the market. This is a market CIENA is positioned well for with the ONI line to aggregate K2s. Maybe I'm wrong, but time will tell.

lg
Bleek_Times
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Bleek_Times,
User Rank: Light Beer
12/4/2012 | 9:45:39 PM
re: Ciena's K2: What Problems?
--from a reliable insider --
The K2 was well on the way to becoming a solid/profitable product. Unfortunately, the Ciena management was uncomfortable with the Cyras management, not for technical or leadership reasons, but ecause they did not fit into the "old boy" mold that makes up current management (admittedly this part is speculation). Long story short, Ciena in its infinite wisdom replaced management and the team lost direction, focus, talent, and finally product.
puddnhead_wilson
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puddnhead_wilson,
User Rank: Light Beer
12/4/2012 | 9:45:40 PM
re: Ciena's K2: What Problems?
thanks. I'm kinda wondering though, LR, why still no article on Alcatel cuts? that was announced five hours ago now, and is very relevant to the future of the entire industry.
optiuncle
50%
50%
optiuncle,
User Rank: Light Beer
12/4/2012 | 9:45:41 PM
re: Ciena's K2: What Problems?
Wonder what Alnoor Shivji (CEO of Cyras at time of acquisition) has to say about this? Where is he now BTW?

Last news I heard was that he was CEO of Redwave Networks but that shut down quite a few months back.
alexchilton
50%
50%
alexchilton,
User Rank: Light Beer
12/4/2012 | 9:45:44 PM
re: Ciena's K2: What Problems?
From the original press: "This move was driven by customer demand," said Gary Smith, Ciena's President and Chief Operating Officer. He described the K2 product as "mature" and "carrier class," saying those were major factors in the decision."

Carrier Class was suspect, Mature was unbelievable. Nothing against Cyras (hopefully money was made), there were better choices for Ethernet over SONET available in the stable back then; some survive today. Too bad for all.

Alex.
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