Light Reading
Ciena suggests at an investor event that the 100G metro market is ramping up more quickly than expected.

Ciena Fans 100G Metro Flames

Dan O'Shea
4/4/2014
50%
50%

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
DOShea
50%
50%
DOShea,
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?
jabailo
50%
50%
jabailo,
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.
Educational Resources
sponsor supplied content
Educational Resources Archive
Flash Poll
LRTV Huawei Video Resource Center
Sales Director of INIT on Plug & Play Switch Devices

9|19|14   |   3:21   |   (0) comments


INIT Italy uses both the Huawei S5700 and S7700 series switches for the campus LAN environment. Sales Director Andrea Curti says their company chose these Huawei devices over others because of their performance, flexible scalability and plug-and-play features.
LRTV Huawei Video Resource Center
Saudi Arabia Upgrades Vocational Training System

9|19|14   |   3:31   |   (0) comments


The Technical and Vocational Training Corporation (TVTC) has 100,000 students, 150 government-owned institutions and oversees 1000 private institutes. The CIO of TVTC explains that Huawei devices have allowed them to manage multiple datacenters using just one software program, scientifically tracking the progress of students and teachers, saving them millions.
LRTV Huawei Video Resource Center
Huawei's Media Solutions Are Here to Stay

9|19|14   |   4:35   |   (0) comments


The current media revolution requires rapid upgrades in technology. New formats (HD, 3D, 4K etc.) and the subsequent explosion of file sizes demand sophisticated network and storage architecture. Social media and the multiple distribution channels require a robust asset management system. Gartner analyst Venecia Liu speaks about the current technological trends in ...
LRTV Huawei Video Resource Center
Microgenesis on Huawei's Switches

9|19|14   |   3:57   |   (0) comments


Microgenesis is a solutions and system integrator company in the Philippines whose areas of expertise include data centers, networking and security products. In this video, Executive Director Jeffrey Choa talks to us about his customers needs and they benefit from using Huawei switches.
LRTV Huawei Video Resource Center
Network Solutions Help the Philippines Jump Ahead

9|17|14   |   2:59   |   (0) comments


In the past, the Philippines has under-invested in technology. Now, the CEO of Softshell talks about how Huawei products help the Philippines jump ahead as the economy improves.
LRTV Huawei Video Resource Center
VCS Observation for Safer Cities in the Netherlands

9|17|14   |   5:20   |   (0) comments


Holland's VCS Observation has been operating for 22 years. Its main goal is to get cities safer. CEO Wim van Deijzen tells us some of the challenges his company faces and how Huawei is helping to overcome these challenges.
LRTV Huawei Video Resource Center
A Conversation With Serbia's Ministry of Interior

9|17|14   |   4:38   |   (0) comments


At HCC 2014, the Assistant Minister of the Ministry of Interior of the Republic of Serbia talks to us about his projects and corporation with Huawei. Solutions like Safe City and E-Government and services like cloud computing are just some of the areas his department is interested in.
LRTV Huawei Video Resource Center
IHS Analyst Discusses eLTE at CCW 2014

9|10|14   |   7:09   |   (0) comments


Thomas Lynch, associate director of critical communications at IHS Technology, talks about broadband in critical communications.
LRTV Huawei Video Resource Center
TCAA on Huawei eLTE: A Broadband Solution for Mission-Critical Communications

9|10|14   |   2:29   |   (0) comments


At CCW2014 in Singapore, the TCCA's Phil Kidner talks about the importance of broadband data for critical communications.
LRTV Custom TV
Spotlight on Cisco: SDN for Optical Networks

9|8|14   |   9:27   |   (0) comments


Cisco's Greg Nehib talks OpenFlow and more on the 'Software-Defined Networking for Optical Networks' panel at the Big Telecom Event in June 2014.
LRTV Custom TV
Cisco's Evolved Programmable Network (EPN)

9|8|14   |   4:05   |   (0) comments


A look at the various demos Cisco showed at Light Reading's Big Telecom Event highlighting Cisco's EPN innovation and how SDN and NFV technologies are enabling a variety of new services.
LRTV Huawei Video Resource Center
The Future of Ultra-Broadband, With Kevin Kelly (UBBF2014)

9|5|14   |   1:13   |   (1) comment


If you think the technological changes we've seen up to now are astounding, just wait until you see what the future has in store. Discuss upcoming breakthroughs with Kevin Kelly, Founding Executive Editor of Wired Magazine, at the Huawei Ultra-Broadband Forum on September 24.
Upcoming Live Events!!
September 23, 2014, Denver, CO
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
A survey conducted by Vasona Networks suggests that 72% of mobile users expect good performance all the time, and they'll blame the network operator when it's not up to par.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
AT&T: We'll Bundle Fixed Wireless & DirecTV
Mari Silbey, Independent Technology Editor, 9/15/2014
New NFV Forum Focused on Interoperability
Carol Wilson, Editor-at-large, 9/16/2014
NFV & The Data Center: Top 10 Takeaways
Sarah Reedy, Senior Editor, 9/18/2014
Connecticut Cities Crowdsource Gigabit Nets
Jason Meyers, Senior Editor, Utility Communications/IoT, 9/15/2014
Pics: LR's Women in Telecom Breakfast
Sarah Reedy, Senior Editor, 9/16/2014
Like Us on Facebook
Twitter Feed