News Wire Feed - Craig Matsumoto - Comment (1) October 31, 2005 : The quibble over Nortel's hiring of Mike Zafirovski as CEO has come to a peaceful conclusion
News Analysis - Craig Matsumoto - Comments (2) October 31, 2005 : PMC's anticipated acquisition has come through, and the winner is one of the favorites: the storage portion of Agilent's cast-off semiconductor division
News Analysis - Craig Matsumoto - Comments (9) October 28, 2005 : As if the struggling components firm didn't have enough problems, two bondholders are now crying default, citing concerns listed in the Avanex 10-K report
News Analysis - Craig Matsumoto - Post a comment October 28, 2005 : New CEO Kambiz Hooshmand's plan for AMCC is in gear, but it's going to result in flat revenues next quarter and tepid performance from the communications sector for even longer
News Wire Feed - Craig Matsumoto - Post a comment October 26, 2005 : Company posts revenues of $97.9M, up 3% from the previous year, and net income of $4.4M, or 3 cents per share
News Analysis - Craig Matsumoto - Comment (1) October 26, 2005 : Stock climbs more than 10 percent as Q4 earnings pack some positive surprises and a new CEO steps in to replace Lucent veteran John Dickson
News Analysis - Craig Matsumoto - Comments (2) October 26, 2005 : With the subtlety of a Humvee, PMC-Sierra is readying an acquisition. The target's identity hasn't been disclosed, but a couple of interesting storage possibilities loom
News Analysis - Craig Matsumoto - Comments (9) October 25, 2005 : With a new access box and new switch/router cards, Cisco wants to stretch its carrier Ethernet offerings from edge to edge, spanning the entire service provider network
News Analysis - Craig Matsumoto - Post a comment October 21, 2005 : A portion of the Internet was stuck in traffic early Friday thanks to problems at Verio and Level3. Everything seems fine as of Friday night
News Analysis - Craig Matsumoto - Comments (32) October 21, 2005 : The long-awaited move to OC768 isn't the same as the jump to OC192. Services such as IPTV are a big driver this time, and chipmakers say that's making them an important part of 40 Gbit/s
News Analysis - Craig Matsumoto - Comments (6) October 20, 2005 : The router vendor continues its efforts to lessen dependence on AT&T, but some delays with its newer customers led to a dip in revenues for Q3
LR Mobile News Analysis - Craig Matsumoto - Post a comment October 19, 2005 : Boosts from security and enterprise business help Juniper beat expectations
News Analysis - Craig Matsumoto - Comments (3) October 19, 2005 : Security is growing well and enterprise business now accounts for one-third of Juniper's business, figures that added up to a sunny third-quarter earnings call
News Analysis - Craig Matsumoto - Post a comment October 19, 2005 : On the heels of Intel's acquisition of Sarvega in August, IBM makes its own XML play, picking up an appliance vendor Data Power to add to its Service Oriented Architecture strategy
News Analysis - Craig Matsumoto - Comments (6) October 18, 2005 : Early this year, the components companies pledged to find ways to keep from running out of cash. The latest moves include a $50M stock offering from Bookham
News Analysis - Craig Matsumoto - Comments (2) October 13, 2005 : Customers want Ethernet services, and carriers want to sell Ethernet services, but getting the two together is apparently not so simple
News Analysis - Craig Matsumoto - Comments (3) October 13, 2005 : With the first 100-Gbit/s trials emerging and some Internet exchange backbones choking, vendors are looking ahead to the next likely Ethernet speed grade
News Analysis - Craig Matsumoto - Comments (5) October 12, 2005 : Speakers at the Ethernet Expo discuss the gap between what carrier Ethernet ought to be and what the US carriers are offering. Among the hangups: availability
News Analysis - Craig Matsumoto - Comments (21) October 10, 2005 : The RBOC RFP for GPON is almost certainly a big-vendors game, but the unusually rapid timing and the entrance of some worthy new names could mean the obvious candidates won't win
LR Mobile News Analysis - Craig Matsumoto - Post a comment October 7, 2005 : A $40M shortfall in IPTV revenues – and a few other surprises – spoil UTStarcom's third-quarter results
News Analysis - Craig Matsumoto - Comments (10) October 7, 2005 : Missing IPTV features are delaying $40M in revenues from Softbank, enough to make UTStarcom miss its Q3 forecast. Then there's the goodwill problem and the SEC thing...
News Analysis - Craig Matsumoto - Comments (19) October 6, 2005 : More vendors are climbing into the GPON game, including Tellabs, which is readying a new combination of routers and OLTs
News Analysis - Craig Matsumoto - Comments (22) October 3, 2005 : The optical components firm's stock takes a hit as auditors question Avanex's long-term viability. Bookham, however, sees its shares rise
News Wire Feed - Craig Matsumoto - Comment (1) October 31, 2005 : The quibble over Nortel's hiring of Mike Zafirovski as CEO has come to a peaceful conclusion
News Analysis - Craig Matsumoto - Comments (2) October 31, 2005 : PMC's anticipated acquisition has come through, and the winner is one of the favorites: the storage portion of Agilent's cast-off semiconductor division
News Analysis - Craig Matsumoto - Comments (9) October 28, 2005 : As if the struggling components firm didn't have enough problems, two bondholders are now crying default, citing concerns listed in the Avanex 10-K report
News Analysis - Craig Matsumoto - Post a comment October 28, 2005 : New CEO Kambiz Hooshmand's plan for AMCC is in gear, but it's going to result in flat revenues next quarter and tepid performance from the communications sector for even longer
News Wire Feed - Craig Matsumoto - Post a comment October 26, 2005 : Company posts revenues of $97.9M, up 3% from the previous year, and net income of $4.4M, or 3 cents per share
News Analysis - Craig Matsumoto - Comment (1) October 26, 2005 : Stock climbs more than 10 percent as Q4 earnings pack some positive surprises and a new CEO steps in to replace Lucent veteran John Dickson
News Analysis - Craig Matsumoto - Comments (2) October 26, 2005 : With the subtlety of a Humvee, PMC-Sierra is readying an acquisition. The target's identity hasn't been disclosed, but a couple of interesting storage possibilities loom
News Analysis - Craig Matsumoto - Comments (9) October 25, 2005 : With a new access box and new switch/router cards, Cisco wants to stretch its carrier Ethernet offerings from edge to edge, spanning the entire service provider network
News Analysis - Craig Matsumoto - Post a comment October 21, 2005 : A portion of the Internet was stuck in traffic early Friday thanks to problems at Verio and Level3. Everything seems fine as of Friday night
News Analysis - Craig Matsumoto - Comments (32) October 21, 2005 : The long-awaited move to OC768 isn't the same as the jump to OC192. Services such as IPTV are a big driver this time, and chipmakers say that's making them an important part of 40 Gbit/s
News Analysis - Craig Matsumoto - Comments (6) October 20, 2005 : The router vendor continues its efforts to lessen dependence on AT&T, but some delays with its newer customers led to a dip in revenues for Q3
LR Mobile News Analysis - Craig Matsumoto - Post a comment October 19, 2005 : Boosts from security and enterprise business help Juniper beat expectations
News Analysis - Craig Matsumoto - Comments (3) October 19, 2005 : Security is growing well and enterprise business now accounts for one-third of Juniper's business, figures that added up to a sunny third-quarter earnings call
News Analysis - Craig Matsumoto - Post a comment October 19, 2005 : On the heels of Intel's acquisition of Sarvega in August, IBM makes its own XML play, picking up an appliance vendor Data Power to add to its Service Oriented Architecture strategy
News Analysis - Craig Matsumoto - Comments (6) October 18, 2005 : Early this year, the components companies pledged to find ways to keep from running out of cash. The latest moves include a $50M stock offering from Bookham
News Analysis - Craig Matsumoto - Comments (2) October 13, 2005 : Customers want Ethernet services, and carriers want to sell Ethernet services, but getting the two together is apparently not so simple
News Analysis - Craig Matsumoto - Comments (3) October 13, 2005 : With the first 100-Gbit/s trials emerging and some Internet exchange backbones choking, vendors are looking ahead to the next likely Ethernet speed grade
News Analysis - Craig Matsumoto - Comments (5) October 12, 2005 : Speakers at the Ethernet Expo discuss the gap between what carrier Ethernet ought to be and what the US carriers are offering. Among the hangups: availability
News Analysis - Craig Matsumoto - Comments (21) October 10, 2005 : The RBOC RFP for GPON is almost certainly a big-vendors game, but the unusually rapid timing and the entrance of some worthy new names could mean the obvious candidates won't win
LR Mobile News Analysis - Craig Matsumoto - Post a comment October 7, 2005 : A $40M shortfall in IPTV revenues – and a few other surprises – spoil UTStarcom's third-quarter results
News Analysis - Craig Matsumoto - Comments (10) October 7, 2005 : Missing IPTV features are delaying $40M in revenues from Softbank, enough to make UTStarcom miss its Q3 forecast. Then there's the goodwill problem and the SEC thing...
News Analysis - Craig Matsumoto - Comments (19) October 6, 2005 : More vendors are climbing into the GPON game, including Tellabs, which is readying a new combination of routers and OLTs
News Analysis - Craig Matsumoto - Comments (22) October 3, 2005 : The optical components firm's stock takes a hit as auditors question Avanex's long-term viability. Bookham, however, sees its shares rise
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