Light Reading
Speaking to the media for the first time, executives at Nokia Siemens's soon-to-be-former optical business say they've got a shot at taking the No. 2 spot in the market

Coriant Counts on NSN's Optical Strengths

Craig Matsumoto
3/19/2013
50%
50%

ANAHEIM, Calif. -- OFC/NFOEC -- Coriant, the private company being built around the Nokia Siemens Networks (NSN) optical business, doesn't technically exist yet. NSN's deal to sell that business to Marlin Equity Partners has to close first, and that's due to happen by July. In the meantime, though, Coriant is using OFC/NFOEC to introduce itself to analysts and the media. The company set up shop, so to speak, in a boardroom on the fourth floor of the Anaheim Hilton on Monday. Light Reading snagged the first interview appointment and, with it, the first Coriant business card ever handed out by Herbert Merz, the NSN executive who's designated as Coriant's president and CEO.


Merz signed his historical business card, on the condition we wouldn't sell it on eBay
Coriant isn't starting from scratch. It has a portfolio including WDM gear, OTN switching and software, plus more software that Marlin acquired from Sycamore Networks. And it's got some noteworthy customers, such as AT&T Inc. and, as highlighted in a Monday announcement regarding 100Gbit/s transport, TeliaSonera International Carrier (TIC). Coriant will enter a market that hasn't been so kind in terms of margins and profitability. So now what? We only had half an hour, but we got an idea of why Coriant thinks it can become the No. 2 optical vendor and, of course, a player in software-defined networking (SDN). (One note: The executives talk about Coriant's plans in the present tense, but there's a tacit "after the deal closes" in each of those statements.)

Coriant's lead team -- or, they will be, once Coriant gets going. From left: Uwe Fischer, Patrick DiPietro and Herbert Merz
— Craig Matsumoto, Managing Editor, Light Reading
(7)  | 
Comment  | 
Print  | 
Page 1 / 4 Next >
Newest First  |  Oldest First  |  Threaded View
Craig Matsumoto
50%
50%
Craig Matsumoto,
User Rank: Light Sabre
3/20/2013 | 11:37:14 PM
re: Coriant Counts on NSN's Optical Strengths
Amusing: Talked to 2 analysts who say they had this exact conversation with Coriant.

Some of that's to be expected -- Coriant has a message to deliver, after all, and some of my questions are the same anyone would ask.-á But apparently they're sticking very close to that message.
Craig Matsumoto
50%
50%
Craig Matsumoto,
User Rank: Light Sabre
3/20/2013 | 4:24:45 PM
re: Coriant Counts on NSN's Optical Strengths
-áDon't forget the year-plus qualification cycle, during which you get to sit and wait.-á :)

I'd disagree about Cisco avoiding the sector. I think they want to be big in telecom, and they've reignited their interest in optical to go with that.
chuckj
50%
50%
chuckj,
User Rank: Light Sabre
3/19/2013 | 3:17:37 PM
re: Coriant Counts on NSN's Optical Strengths
The only problem Telco suppliers have is Telco's themselves. -á They entice you to design new products and they always want the next one because they don't have any competition to force them to buy the one you just designed. -á That is why Cisco avoids this sector like the plague. -áThis will be another failure on a string of failures.
Gabriel Brown
50%
50%
Gabriel Brown,
User Rank: Light Sabre
3/19/2013 | 2:54:42 PM
re: Coriant Counts on NSN's Optical Strengths
Good interview. Thanks. I was interested in how it, indirectly, addressed valuations
of telecom vendors, the role of private equity, and M&A...

I know LR's always talked about this, but the discussion is evolving with the market.

Didn't agree with how dismissive he was about RAN swap outs. It's very obviously not
the case that operators change RAN vendors after two years. There's lock-in (commitment to a decision) there too, albeit of a different nature.
Craig Matsumoto
50%
50%
Craig Matsumoto,
User Rank: Light Sabre
3/19/2013 | 2:29:57 PM
re: Coriant Counts on NSN's Optical Strengths
I can understand the skepticism. I kind of feel it too. One of Coriant's points is that a lot of the uncertainty and pain around NSN has been on the wireless side, and they're free of that now.

Of course, the optical side comes with its own uncertainty and pain.-á :)

Being the #2 player sounds awfully ambitious, although admittedly, market share is so spread out in optical that it might be easier than I think.-á At any rate - they do talk big, and I think they know it's not going to be as easy as they make it sound.-á One key would be to keep the R&D going, and of course DiPietro/Marlin know that.
rgrutza600
50%
50%
rgrutza600,
User Rank: Lightning
3/19/2013 | 1:25:11 PM
re: Coriant Counts on NSN's Optical Strengths
These guys talk big, but are not realistic. -áThey will fail. -áI can't see how anyone would buy from them.
saga2bc
50%
50%
saga2bc,
User Rank: Light Beer
3/19/2013 | 12:58:52 PM
re: Coriant Counts on NSN's Optical Strengths
How could they possibly be competitive to Ciena, Huawei, Alcatel, and Infinera?
Flash Poll
From The Founder
It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
LRTV Custom TV
Using Service Quality to Drive WiFi Monetization

10|22|14   |   6:51   |   (0) comments


Live from the SCTE conference: Heavy Reading's Alan Breznick explores the forces shaping the WiFi opportunity in an interview with CableLabs' Justin Colwell and Amdocs' Ken Roulier.
LRTV Custom TV
Distributed Access Architectures – 2

10|21|14   |   8:51:00 AM   |   (0) comments


ARRIS CTO Network Solutions Tom Cloonan discusses why many if not most MSOs will continue with integrated CCAP, while addressing why some are also looking at two futuristic, distributed access architectures: Remote PHY and Remote CCAP.
LRTV Custom TV
Distributed Access Architectures – 1

10|21|14   |   9:01   |   (0) comments


SCTE Sr. Director of Engineering Dean Stoneback discusses the pros and cons of distributed access architecture (DAA) and its various forms, which range from basic Remote PHY to full CMTS functionality in the node.
LRTV Custom TV
The WiFi Road to Riches – 2

10|21|14   |   3:58   |   (0) comments


ARRIS Senior Solution Architect Eli Baruch talks about how MSOs can enable public and community WiFi through 1) outdoor access points, 2) businesses seeking to offer WiFi to customers, and 3) residential WiFi gateway extensions.
LRTV Custom TV
The WiFi Road to Riches – 1

10|21|14   |   10:15   |   (0) comments


SCTE Director of Advanced Technologies Steve Harris discusses WiFi deployments, drivers, challenges and advances, including 802.11ac, carrier-grade WiFi, community WiFi, Hotspot 2.0, Passpoint, WiFi-First and voice-over-WiFi.
LRTV Custom TV
Advantech Accelerates 100G Traffic Handling

10|17|14   |   7:56   |   (0) comments


Paul Stevens from Advantech explains why handling 100GbE needs a whole new platform design approach and how Advantech is addressing the needs of equipment providers and carriers to give them the flexibility and performance they will need for SDN and NFV deployment.
LRTV Huawei Video Resource Center
Holland's Imtech Traffic & Infra Discusses Huawei's ICT Solution and Services

10|16|14   |   4:49   |   (0) comments


Dimitry Theebe is from the business unit at Imtech Traffic & Infra which delivers communications solutions for transportations. His partnershp with Huawei began about a years ago. In this video, Theebe speaks more about this partnership and what he hopes to accomplish with Huawei.
LRTV Huawei Video Resource Center
Huawei's Comprehensive Storage Solutions Vital for SVR

10|16|14   |   6:16   |   (0) comments


SVR Information Technology provides cloud services for academic and special sectors. With Huawei's support, SVR and Yildiz Technical University has established Turkey's largest and most advanced High Performance Computing system. CSO Ismail Cem Aslan talks about what he hopes Huawei's OceanStor storage system will bring for him.
LRTV Huawei Video Resource Center
Mexico's Servitron's Impression of Huawei at CCW 2014

10|16|14   |   6:35   |   (0) comments


Servitron is a network operator in Mexico that has been in the trunking industry for the past 20 years. Its COO, Ing. Ragnar Trillo O., explains at Critical Communications World 2014 that his company has been interested in the long-term evolution of LTE technology and its adoption for TETRA.
LRTV Huawei Video Resource Center
Building a Better Dubai

10|16|14   |   2:06   |   (0) comments


Abdulla Ahmed Al Falasi is the director of commercial affairs, a telecommunications coordinator for the government of Dubai. Their areas of service span across multiple industries, including police, safety, shopping malls and more. In this video, Abdulla talks about his department's work with Huawei.
LRTV Huawei Video Resource Center
Huawei Lights Up Malaysia Partner Maju Nusa

10|16|14   |   1:59   |   (0) comments


Malaysia's Maju Nusa is an enterprise partner to Huawei in networking, route switches and telco equipment. At this year's Critical Communications World in Singapore, CTO Pushpender Singh talks about what Huawei's eLTE solutions mean to his company and for Malaysia.
LRTV Custom TV
Evolving From HFC to FTTH Networks

10|15|14   |   2:19   |   (0) comments


Cisco's Todd McCrum delves into the future of cable's HFC plant, examining how DOCSIS 3.1 and advanced video compression will extend its life and how the IP video transition will usher in GPON and EPON over FTTH.
Upcoming Live Events
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
February 10, 2015, Atlanta, GA
June 9-10, 2015, Chicago, IL
Infographics
WhoIsHostingThis.com presents six of the world's most extreme WiFi hotspots, enabling the most epic selfies you can imagine.
Hot Topics
Analysts Warn of Major NFV Gaps
Carol Wilson, Editor-at-large, 10/22/2014
Is Health the Killer App for the IoT?
Jason Meyers, Senior Editor, Gigabit Cities/IoT, 10/22/2014
Drones Hover Over the IoT Sector
Jason Meyers, Senior Editor, Gigabit Cities/IoT, 10/23/2014
The Human Gain of the Smart Home
Robin Mersh, 10/20/2014
Zayo Zooms Out of the IPO Gate
Dan O'Shea, Managing Editor, 10/17/2014
Like Us on Facebook
Twitter Feed