News Analysis - Craig Matsumoto - Comments (10) January 31, 2006 : The edge router firm's Round C arrives as it claims to amass carrier wins for its MPLS and pseudowire wares
News Analysis - Craig Matsumoto - Comments (8) January 30, 2006 : Almost no optical components companies got funded in 2002, but Paxera decided to try its hand anyway. Living on one $5M venture round, the company is nearly ready to ship tunable laser assemblies
News Analysis - Craig Matsumoto - Post a comment January 26, 2006 : The company outpaces analyst expectations for Q4 and rescinds its own cautions on Q1, now saying revenues will grow. Investors send the stock up 17%
News Analysis - Craig Matsumoto - Comments (4) January 26, 2006 : Reback suffers SEC filing snafus but comes through with solid Q4 results that reflect continued success with the flagship SmartEdge product line
News Analysis - Craig Matsumoto - Post a comment January 26, 2006 : After a stellar year on the stock market, newcomer NetLogic sets sights for the Layer 7 market, possibly endearing itself even more to Cisco
News Analysis - Craig Matsumoto - Comments (30) January 25, 2006 : A pause in Japan might have contributed to Juniper missing analyst forecasts for revenues and talking down revenues for Q1 2006. Stock takes a 7 percent hit after hours
News Analysis - Craig Matsumoto - Comments (3) January 25, 2006 : Last summer it was Japan; now, it's the US. Delayed sales lead to a disappointing quarter for Extreme, and the stock takes the requisite hit
News Analysis - Craig Matsumoto - Comments (4) January 24, 2006 : The $80M acquisition of Sandburst, reported by Light Reading last month, pulls Broadcom into the metro Ethernet race with a set of packet processing chips and a Taiwanese 'white box' program
News Analysis - Craig Matsumoto - Comments (30) January 23, 2006 : Beefing up for competition against Cisco and Alcatel, Foundry launches some new hardware for the metro edge, creating a low-cost cousin to its XMR core routers
News Analysis - Craig Matsumoto - Comments (4) January 23, 2006 : The Cielo acquisition of 2002 is no more, as OCP has shuttered its Colorado facility, claiming the long-wavelength VCSEL market isn't what it used to be
News Analysis - Craig Matsumoto - Comments (4) January 20, 2006 : With GPON grabbing all the headlines, EPON might be ready to make its move, as a host of supposedly 'big' companies are backing a potential 10-Gbit/s EPON standard
News Analysis - Craig Matsumoto - Comment (1) January 19, 2006 : The company's stock has floated above the $43-per-share mark set by the planned Cisco acquisition, but second-quarter earnings have nudged the price earthward for now
LR Mobile News Analysis - Craig Matsumoto - Post a comment January 18, 2006 : Nortel's edge router is being redirected away from carrier routing and into the wireless and voice-gateway markets
News Analysis - Craig Matsumoto - Comments (19) January 18, 2006 : Nortel's long-delayed MPE 9000 multiservice edge router project, known as Neptune, is shipping but is being repositioned for the wireless backhaul and media gateway markets
News Analysis - Craig Matsumoto - Comment (1) January 18, 2006 : A win with US provider Lightpath highlights Atrica's momentum with carrier Ethernet, but that success might soon bring heightened competition to the market
News Analysis - Craig Matsumoto - Comments (4) January 13, 2006 : Stock sinks as the company issues more shares in a series of debt-retiring moves. On the plus side, key customer Nortel has extended its contract through 2006
News Analysis - Craig Matsumoto - Comment (1) January 13, 2006 : Eager to broaden beyond VDSL, recently public Ikanos announces a plan to buy some Analog Devices products and join the contentious battle for the digital living room
News Analysis - Craig Matsumoto - Comments (2) January 12, 2006 : Add one more company to the list of those chasing the RBOCs' next-gen fiber builds. Fujitsu not only wants to do GPON but has designs on WDM-PON as well
News Analysis - Craig Matsumoto - Comments (3) January 11, 2006 : In what could be a significant milestone for VPLS, Broadwing and Hutchison Global are teaming up to create intercontinental VPLS offerings
News Analysis - Craig Matsumoto - Comments (6) January 10, 2006 : A new Ethernet marketing group aims to provide one voice to the various IEEE 802 efforts. Whether the Metro Ethernet Forum is one of them is yet to be determined
News Analysis - Craig Matsumoto - Comments (6) January 9, 2006 : The No. 2 router company isn't in danger of losing its standing, but an analyst note this morning finds several reasons to question whether Juniper can be a high flier in 2006
News Analysis - Craig Matsumoto - Comments (2) January 6, 2006 : Stung by troubles in a transfer of manufacturing, Avanex forecasts a disappointing Q2 and sees its stock fall 14 percent
News Analysis - Craig Matsumoto - Comments (3) January 5, 2006 : MOCA, the emerging standard for in-house broadband over coax, gets a boost as founding member Entropic raises $25M and Verizon gets set to deploy the technology
News Analysis - Craig Matsumoto - Comments (12) January 4, 2006 : A five-company acquisition spree didn't sprout into the kinds of revenues C-COR wanted, so the company is adjusting by cutting jobs and closing its Silicon Valley office
News Analysis - Craig Matsumoto - Comments (10) January 31, 2006 : The edge router firm's Round C arrives as it claims to amass carrier wins for its MPLS and pseudowire wares
News Analysis - Craig Matsumoto - Comments (8) January 30, 2006 : Almost no optical components companies got funded in 2002, but Paxera decided to try its hand anyway. Living on one $5M venture round, the company is nearly ready to ship tunable laser assemblies
News Analysis - Craig Matsumoto - Post a comment January 26, 2006 : The company outpaces analyst expectations for Q4 and rescinds its own cautions on Q1, now saying revenues will grow. Investors send the stock up 17%
News Analysis - Craig Matsumoto - Comments (4) January 26, 2006 : Reback suffers SEC filing snafus but comes through with solid Q4 results that reflect continued success with the flagship SmartEdge product line
News Analysis - Craig Matsumoto - Post a comment January 26, 2006 : After a stellar year on the stock market, newcomer NetLogic sets sights for the Layer 7 market, possibly endearing itself even more to Cisco
News Analysis - Craig Matsumoto - Comments (30) January 25, 2006 : A pause in Japan might have contributed to Juniper missing analyst forecasts for revenues and talking down revenues for Q1 2006. Stock takes a 7 percent hit after hours
News Analysis - Craig Matsumoto - Comments (3) January 25, 2006 : Last summer it was Japan; now, it's the US. Delayed sales lead to a disappointing quarter for Extreme, and the stock takes the requisite hit
News Analysis - Craig Matsumoto - Comments (4) January 24, 2006 : The $80M acquisition of Sandburst, reported by Light Reading last month, pulls Broadcom into the metro Ethernet race with a set of packet processing chips and a Taiwanese 'white box' program
News Analysis - Craig Matsumoto - Comments (30) January 23, 2006 : Beefing up for competition against Cisco and Alcatel, Foundry launches some new hardware for the metro edge, creating a low-cost cousin to its XMR core routers
News Analysis - Craig Matsumoto - Comments (4) January 23, 2006 : The Cielo acquisition of 2002 is no more, as OCP has shuttered its Colorado facility, claiming the long-wavelength VCSEL market isn't what it used to be
News Analysis - Craig Matsumoto - Comments (4) January 20, 2006 : With GPON grabbing all the headlines, EPON might be ready to make its move, as a host of supposedly 'big' companies are backing a potential 10-Gbit/s EPON standard
News Analysis - Craig Matsumoto - Comment (1) January 19, 2006 : The company's stock has floated above the $43-per-share mark set by the planned Cisco acquisition, but second-quarter earnings have nudged the price earthward for now
LR Mobile News Analysis - Craig Matsumoto - Post a comment January 18, 2006 : Nortel's edge router is being redirected away from carrier routing and into the wireless and voice-gateway markets
News Analysis - Craig Matsumoto - Comments (19) January 18, 2006 : Nortel's long-delayed MPE 9000 multiservice edge router project, known as Neptune, is shipping but is being repositioned for the wireless backhaul and media gateway markets
News Analysis - Craig Matsumoto - Comment (1) January 18, 2006 : A win with US provider Lightpath highlights Atrica's momentum with carrier Ethernet, but that success might soon bring heightened competition to the market
News Analysis - Craig Matsumoto - Comments (4) January 13, 2006 : Stock sinks as the company issues more shares in a series of debt-retiring moves. On the plus side, key customer Nortel has extended its contract through 2006
News Analysis - Craig Matsumoto - Comment (1) January 13, 2006 : Eager to broaden beyond VDSL, recently public Ikanos announces a plan to buy some Analog Devices products and join the contentious battle for the digital living room
News Analysis - Craig Matsumoto - Comments (2) January 12, 2006 : Add one more company to the list of those chasing the RBOCs' next-gen fiber builds. Fujitsu not only wants to do GPON but has designs on WDM-PON as well
News Analysis - Craig Matsumoto - Comments (3) January 11, 2006 : In what could be a significant milestone for VPLS, Broadwing and Hutchison Global are teaming up to create intercontinental VPLS offerings
News Analysis - Craig Matsumoto - Comments (6) January 10, 2006 : A new Ethernet marketing group aims to provide one voice to the various IEEE 802 efforts. Whether the Metro Ethernet Forum is one of them is yet to be determined
News Analysis - Craig Matsumoto - Comments (6) January 9, 2006 : The No. 2 router company isn't in danger of losing its standing, but an analyst note this morning finds several reasons to question whether Juniper can be a high flier in 2006
News Analysis - Craig Matsumoto - Comments (2) January 6, 2006 : Stung by troubles in a transfer of manufacturing, Avanex forecasts a disappointing Q2 and sees its stock fall 14 percent
News Analysis - Craig Matsumoto - Comments (3) January 5, 2006 : MOCA, the emerging standard for in-house broadband over coax, gets a boost as founding member Entropic raises $25M and Verizon gets set to deploy the technology
News Analysis - Craig Matsumoto - Comments (12) January 4, 2006 : A five-company acquisition spree didn't sprout into the kinds of revenues C-COR wanted, so the company is adjusting by cutting jobs and closing its Silicon Valley office
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