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alexchilton
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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.
optiuncle
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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.
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.
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.
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
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.
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
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
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