Light Reading

Ciena Fans 100G Metro Flames

Dan O'Shea

Vendor analyst and investor events do not usually generate so much in the way of news, but more often they underscore the reasons why we should feel rah-rah or blah-blah about a particular company and sector. Having said that, Ciena Investor Day at the New York Stock Exchange on Thursday did offer a couple of noteworthy nuggets, via analysts who attended the event.

Alex Henderson, an analyst at Needham & Company, wrote in a research note that Ciena Corp. (NYSE: CIEN) provided reason to believe that the 100G metro market is already ramping up this year -- more quickly than anticipated. "We had expected Ciena to say, 'Not yet, but could become big in CY15 and CY16.' Instead, Ciena's CEO noted that this is happening sooner and with more strength than expected."

Heavy Reading senior analyst Sterling Perrin has said that the 100G metro market could be worth $2.1 billion by 2018. However, there has been some increasing market activity of late, with Infinera Corp. (Nasdaq: INFN) hinting at a metro product in development. (See Infinera Shifts Up a Gear.)

Michael Genovese, managing director at MKM Partners, also cited 100G metro optimism at the event, though he complained that Ciena's overall comments on the optical market were "too general."

In his own research piece, Genovese wrote that Ciena may be advancing through the AT&T Supplier Domain 2.0 program. "According to our checks, Ciena is now undergoing Domain 2.0 certification at AT&T, including software interoperability with SDN Controller maker Tail-f Systems, which is a new but key AT&T vendor."

Ciena, an ongoing supplier to AT&T, has been expected to be involved in the Supplier Domain 2.0 program, though AT&T has yet to acknowledge that. The more notable part, if Genovese's checks are on the mark, may have to do with Ciena being engaged in the software interoperability process with Tail-f Systems . As Light Reading reported in February, Tail-f was chosen for "further discussions on design and deployment," but perhaps things are progressing. (See MKM: Cisco Biggest Loser in AT&T SDN Plans and AT&T's Cloud Future Takes Shape.)

— Dan O'Shea, Managing Editor, Light Reading

(2)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
User Rank: Blogger
4/6/2014 | 9:28:47 PM
Re: End of Boxes
I think this comment was added to the wonr story--it's supposed to gow ith the RDK story, right?
User Rank: Light Sabre
4/6/2014 | 1:07:05 PM
End of Boxes
This will really hasten the demise of "boxes" and the ascent of HDMI endpoints like Chromecast and maybe Amazon's new Fire TV.  If you can really push the whole computer into the Cloud and yet have spectacular bandwidth, you need almost no processor at the user device.
From The Founder
Steve Saunders provides an overview of white box networking and introduces a new "slim line" version of the OSI 7-layer model.
Flash Poll
Live Streaming Video
CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
Wagner’s Ring
The Business Case for Open Source

11|30|15   |     |   (1) comment

Open source helps companies enhance infrastructure, undermine competitors' advantage and teach collaboration. But there are problems.
Between the CEOs
Centec on Ethernet Switching

11|26|15   |   09:58   |   (0) comments

Centec CEO James Sun talks to Steve Saunders about Ethernet switching and the white box revolution.
LRTV Custom TV
Delivering Service Agility in the Virtualization Era

11|25|15   |   5.41   |   (0) comments

Interview with Massimo Fatato, WW OSS Business Lead, Hewlett Packard Enterprise.
Wagner’s Ring
How Might Open Source Fail?

11|24|15   |     |   (10) comments

Open source, SDN, and NFV are looking inevitable – but performance, standards proliferation and regulatory capture could derail the movement.
LRTV Custom TV
NFV Lifecycle Orchestration – a Fresh Vision for Telco

11|23|15   |   6.40   |   (0) comments

Simon Osborne, CTO Comptel, and Heavy Reading's Caroline Chappell reveal the business impacts of new SDN and NFV, and what the term service orchestration actually means. Together they define Lifecycle Service Orchestration and how the virtualized future will look for telecoms operators.
Between the CEOs
Cisco's Virtual Role in Saudi

11|20|15   |   12:15   |   (2) comments

Light Reading founder and CEO Steve Saunders talks with Zayan Sadek, Regional Manager at Cisco Systems, about the competitive communications services market and advance of virtualization in Saudi Arabia.
LRTV Huawei Video Resource Center
Huawei Leads With Kubernetes for Cloud PaaS

11|19|15   |   08:26   |   (0) comments

Huawei is looking to Kubernetes as a key tool for building robust open source technologies for customers and partners, said Ying Xiong, chief architect of cloud platform at Huawei, in an interview with Light Reading West Coast Bureau Chief Mitch Wagner at the recent Kubecon conference.
Women in Comms Introduction Videos
WiC in London: The Highlight Reel

11|19|15   |   5:33   |   (1) comment

NetCracker's Mervat El Dabae headlines an inspiring morning in London with help from leading women from Vodafone, TalkTalk, Hyperoptics and Ciena.
LRTV Documentaries
Why Saudi's So Hot for New Tech

11|19|15   |   05:07   |   (0) comments

Light Reading's Steve Saunders reports from Saudi Arabia, a hyper-competitive market desperate to embrace the next generation of communications technologies and services.
LRTV Custom TV
Why Data Models Deliver More Value Than Information Models

11|19|15   |   5.08   |   (0) comments

Stefan Vallin argues that more automation is needed to manage end-to-end services and the hybrid networks they run on, and that data models are key to achieving this.
Telecom Innovators Video Showcase
SDN Management & Orchestration in the WAN

11|17|15   |   7.20   |   (0) comments

Carol Wilson and Packet Design CTO Cengiz Alaettinoglu discuss CSPs' SDN service delivery and assurance requirements. Learn about a modular approach to building automated control, orchestration and management functions for the WAN that are policy- and analytics-driven.
LRTV Custom TV
Flash Networks: Optimizing for Radio Spectral Efficiency

11|17|15   |   3:34   |   (0) comments

Today most optimization vendors only focus on optimizing voice or data. Ofer Gottfried, Flash Networks' CTO, shows how improving data throughput and maximizing spectral efficiency reduces capital and operating expenses while also providing a platform for user engagement.
Allot MobileTrends Report H2/2015 reveals how daily online behavior can be used to discover smarter ways to profile customers and propose valuable, real-time offers to them.
Hot Topics
Samsung: No Sale of Wireless Unit
Dan Jones, Mobile Editor, 11/25/2015
How Might Open Source Fail?
Mitch Wagner, West Coast Bureau Chief, Light Reading, 11/24/2015
Hong Kong Moments
Ray Le Maistre, Editor-in-chief, 11/26/2015
Facebook in Africa: Beauty or Beast?
Iain Morris, News Editor, 11/27/2015
Cable Gives Thanks for Business Services
Alan Breznick, Cable/Video Practice Leader, 11/27/2015
Like Us on Facebook
Twitter Feed
December 15, 2015
Virtualizing Cable Services
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Centec CEO James Sun talks to Steve Saunders about Ethernet switching and the white box revolution.
Light Reading founder and CEO Steve Saunders talks with Zayan Sadek, Regional Manager at Cisco Systems, about the competitive communications services market and advance of virtualization in Saudi Arabia.
Cats with Phones
Can't Find the Phone on Thanksgiving? Click Here
Check under the cat! (hint: bottom right)
Live Digital Audio

Broadband speeds are ramping up across Europe as the continent, at its own pace, follows North America towards a gigabit society. But there are many steps to take on the road to gigabit broadband availability and a number of technology options that can meet the various requirements of Europe’s high-speed fixed broadband network operators. During this radio show we will look at some of the catalysts for broadband network investments and examine the menu of technology options on offer, including vectoring and for copper plant evolution and the various deployment possibilities for FTTH/B.