Light Reading

Light Reading Exposes Privates

Light Reading
News Analysis
Light Reading
5/12/2004
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Once again, Light Reading's editors have reduced all the blood, sweat, tears, and cash that our industry pours into its startups into a nifty little file we affectionately call Light Reading's Top Ten Private Companies. The List's mission, as always, is simple: Survey the telecom private company landscape and try to handicap which companies are headed for liquidity. Light Reading uses an assortment of popular metrics such as funding, revenues, customer connections, and reseller deals to help figure out which companies are most likely to either go public or get bought.

In addition to the usual facts and figures, though, Light Reading also picks companies using our network of well-placed sources, our access to top-notch industry research from Heavy Reading, some subjective assessments -- such as, "Does the CEO's breath smell?" -- and a few cases of contemplative refreshment.

It's that combination of unique industry insight and world-weary gut feeling that has made the Top Ten Private Companies List a hotbed of debate in years past. Occasionally we find unloved gems that the top-tier VC world appears to shun (see WaveSmith Networks), and yet other times we fall under the spell of the Silicon Valley glamour boys who turn out to be duds (see... well, that list is too long to publish here). The current List is a more eclectic mix than usual, with one gigantic Asian equipment conglomerate, a sleepy phone switch vendor, and a big money, big hype, transport company.

The companies on the List this time around are (in alphabetical order):

You'll have to actually read the List to find out the order, why we made each pick, and what companies came close. But if the very List itself stirs you, feel free to let us have it on the boards below or in the following poll:

As with everything published on Light Reading, the feedback loop is ongoing. If you have a comment on the companies picked, the ones missed, or the list in general, you may also send a note to editors@lightreading.com.

— Phil Harvey, News Editor, Light Reading

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truelight
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truelight,
User Rank: Light Beer
12/5/2012 | 1:48:19 AM
re: Light Reading Exposes Privates
With all the washout rounds at Calix its in the hands of a few individuals that now control the company. As a result employees are de-motivated, playing golf and short working weeks are the norm.

The product has started to come out of its teething phase but they still face tremendous pressure on the financial side since the product is very expense compared with Alcatel and AFC. If they go public it will be interesting to compare gross margins. Giving away the product and copying other companies ideas appears to be current trend to win the business.

Very ATM centric - old world DLC.

truelight
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truelight,
User Rank: Light Beer
12/5/2012 | 1:48:18 AM
re: Light Reading Exposes Privates
Is this really a private company in the true sense or is it a communist military state initiated company?
truelight
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truelight,
User Rank: Light Beer
12/5/2012 | 1:48:18 AM
re: Light Reading Exposes Privates
Great product and team the next extreme and foundry. Watch out for riverstone influences.
truelight
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truelight,
User Rank: Light Beer
12/5/2012 | 1:48:17 AM
re: Light Reading Exposes Privates
All in all this is one of the best top ten lists - by LR I have read in a long time.

All are generating revenue (unsure about Infinera) and have major customer traction.

Well done

Mezo
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Mezo,
User Rank: Light Beer
12/5/2012 | 1:48:15 AM
re: Light Reading Exposes Privates
truelight,

You're finally exposed as a member of Light Reading's staff.

C'mon, your talking to yourself...four times.

Signed,

Article Talk Readers
truelight
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truelight,
User Rank: Light Beer
12/5/2012 | 1:48:14 AM
re: Light Reading Exposes Privates
okay - you got me. What do you think of the top ten?
coreghost
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coreghost,
User Rank: Light Beer
12/5/2012 | 1:48:13 AM
re: Light Reading Exposes Privates

I would not call Huawei a private company. I
would (at best) call it a company where the
actual ownership is not clear. The ties to
the PLA are deep and real.

Those ties have over the years been very
apparent in Huawei's sales to Saddam Hussein's
Iraq, the taliban in afghanistan and in
other places where sales were rather obviously
tied to the political objectives of the PLA
outside China. And the rather odd tendancy
of the Chinese government to publically
defend Huawei when its international operations
get it into trouble.

Huawei is an extension of the PLA. And nobody
with any sense could believe otherwise while
Ren Zhengfei remains in charge.


truelight
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truelight,
User Rank: Light Beer
12/5/2012 | 1:48:10 AM
re: Light Reading Exposes Privates
Interesting post Coreghost,

If true warning to all carriers - Let it be public and your career will be over in this country.

allidia
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allidia,
User Rank: Light Beer
12/5/2012 | 1:48:06 AM
re: Light Reading Exposes Privates
Mozart Edge Networks in MA.? Any news?
Peter Heywood
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Peter Heywood,
User Rank: Light Beer
12/5/2012 | 1:48:04 AM
re: Light Reading Exposes Privates
Nortel's new CEO, William Owens, was second in command of the US military at one stage and folk think that's a good thing.

Huawei's founder, Ren Zhengfei, was in the Chinese military at one stage, and folk think that's a bad thing.

Double standards?
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