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News Analysis - Craig Matsumoto - Comments (2)
February 28, 2006 : Getting in ahead of a tumult of expected carrier Ethernet announcements, Extreme updates the BlackDiamond series to suit a hot service provider market
News Analysis - Craig Matsumoto - Comment (1)
February 27, 2006 : Welcome to Cisco the video/entertainment company: With the Scientific-Atlanta deal done, the next phase is about platforms and integration, Cisco officials say
News Analysis - Craig Matsumoto - Post a comment
February 24, 2006 : After dabbling in very early video streaming work, Israel-based Exent has turned its attention to games, trying to make game delivery a serious business for telcos
News Analysis - Craig Matsumoto - Comments (4)
February 23, 2006 : The home-networking startup is engaged in a US IPTV trial with local carrier Pioneer; meanwhile, competition looms in the wireless space
News Analysis - Craig Matsumoto - Comments (9)
February 22, 2006 : Cisco still rules the roost, but Alcatel came from nowhere to knock a couple of former leaders down a notch, according to the latest market-share study from Heavy Reading
News Analysis - Craig Matsumoto - Comments (20)
February 21, 2006 : With Alcatel nudging into the router market courtesy of IPTV success, Cisco is fighting back by working the systems integration angle and, today, releasing more carrier Ethernet gear
News Analysis - Craig Matsumoto - Comments (8)
February 16, 2006 : Getting the expected questions about IPTV during its annual Analyst Day, Juniper says it's not being left behind and in fact has a better architecture than what Alcatel preaches
News Analysis - Craig Matsumoto - Comment (1)
February 16, 2006 : Stressing the wireless market, Tellabs picks the 3GSM show to launch its micro-MSPP, the latest product from its Danish unit
News Analysis - Craig Matsumoto - Comments (2)
February 15, 2006 : Online games are becoming a hot telecom topic, as Cisco picks up nearly 10% of Chinese game operator Shanda. Separately, the latest LR Insider looks at gaming's influence on telecom
News Analysis - Craig Matsumoto - Comments (15)
February 14, 2006 : Phase 1 of the Lucent acquisition is complete, as Riverstone has filed for Chapter 11 protection
News Analysis - Craig Matsumoto - Comments (2)
February 13, 2006 : After registering healthy Q1 profits, Agilent says it's ready for a new growth phase that could include some big acquisitions. Still in the works: an IPO of its chip-test unit
News Analysis - Craig Matsumoto - Post a comment
February 10, 2006 : Startups and standards bodies are beginning to tackle the question of policy control, giving carriers tools to determine how the network's bandwidth is used, according to a new Services Software Insider
News Analysis - Craig Matsumoto - Comments (3)
February 9, 2006 : The next name in optical transceivers could be SFP+, a 10-Gig module that would fit in an ordinary SFP slot. Standards talk is brewing now for possible 2007 sampling
News Analysis - Craig Matsumoto - Comments (28)
February 8, 2006 : Q2 results come in slightly better than expected, but Avanex still faces the problem of keeping costs down while trying to take advantage of a recovering market
News Analysis - Craig Matsumoto - Comments (6)
February 7, 2006 : The company's Q2 earnings beat forecasts by a penny and presage what could be a strong Q3. Meanwhile, changes brew in the optical group
News Analysis - Craig Matsumoto - Comments (26)
February 7, 2006 : A proposed $170M cash deal brings Riverstone into the Lucent fold, but there's a bankruptcy filing and some financial technicalities to deal with first
News Analysis - Craig Matsumoto - Comments (16)
February 3, 2006 : He's just one guy, but Ralph Ballart was the face of SBC's Project Lightspeed. And now he's gone, reportedly taking a job at lead Lightspeed vendor Alcatel
News Analysis - Craig Matsumoto - Comments (28)
February 3, 2006 : Mario Mazzola, Luca Cafiero, Prem Jain, and Soni Jiandani – all four spun into Cisco with Andiamo and left in tandem last year. Now they're working on their next startup, but they might not get Cisco's help this time
News Analysis - Craig Matsumoto - Post a comment
February 3, 2006 : Amid the fanfare around the companies' joint venture, the news drops that they jointly filed a bid for the GPON RFP being floated by the three US RBOCs
News Analysis - Craig Matsumoto - Comments (6)
February 2, 2006 : Shares of Bookham climbed 12 percent, the day after getting a TV testimonial from CNBC's Jim Cramer. But a sobering Q3 forecast looks as if it could erase it all
News Analysis - Craig Matsumoto - Comments (2)
February 1, 2006 : Non-GAAP losses fall to less than one cent per share in Q2, but CEO Kevin Kennedy says the cost-cutting isn't done yet
News Analysis - Craig Matsumoto - Comments (9)
February 1, 2006 : Corvis founder David Huber will remain chairman of Broadwing but is giving up the CEO seat, cementing the company's transition from its equipment-vendor roots – and boosting the stock
Column - Craig Matsumoto - Comment (1)
February 1, 2006 : 3Com moves out, Marvell takes over. It's a sign.
Blog Posts
News Analysis - Craig Matsumoto - Comments (2)
February 28, 2006 : Getting in ahead of a tumult of expected carrier Ethernet announcements, Extreme updates the BlackDiamond series to suit a hot service provider market
News Analysis - Craig Matsumoto - Comment (1)
February 27, 2006 : Welcome to Cisco the video/entertainment company: With the Scientific-Atlanta deal done, the next phase is about platforms and integration, Cisco officials say
News Analysis - Craig Matsumoto - Post a comment
February 24, 2006 : After dabbling in very early video streaming work, Israel-based Exent has turned its attention to games, trying to make game delivery a serious business for telcos
News Analysis - Craig Matsumoto - Comments (4)
February 23, 2006 : The home-networking startup is engaged in a US IPTV trial with local carrier Pioneer; meanwhile, competition looms in the wireless space
News Analysis - Craig Matsumoto - Comments (9)
February 22, 2006 : Cisco still rules the roost, but Alcatel came from nowhere to knock a couple of former leaders down a notch, according to the latest market-share study from Heavy Reading
News Analysis - Craig Matsumoto - Comments (20)
February 21, 2006 : With Alcatel nudging into the router market courtesy of IPTV success, Cisco is fighting back by working the systems integration angle and, today, releasing more carrier Ethernet gear
News Analysis - Craig Matsumoto - Comments (8)
February 16, 2006 : Getting the expected questions about IPTV during its annual Analyst Day, Juniper says it's not being left behind and in fact has a better architecture than what Alcatel preaches
News Analysis - Craig Matsumoto - Comment (1)
February 16, 2006 : Stressing the wireless market, Tellabs picks the 3GSM show to launch its micro-MSPP, the latest product from its Danish unit
News Analysis - Craig Matsumoto - Comments (2)
February 15, 2006 : Online games are becoming a hot telecom topic, as Cisco picks up nearly 10% of Chinese game operator Shanda. Separately, the latest LR Insider looks at gaming's influence on telecom
News Analysis - Craig Matsumoto - Comments (15)
February 14, 2006 : Phase 1 of the Lucent acquisition is complete, as Riverstone has filed for Chapter 11 protection
News Analysis - Craig Matsumoto - Comments (2)
February 13, 2006 : After registering healthy Q1 profits, Agilent says it's ready for a new growth phase that could include some big acquisitions. Still in the works: an IPO of its chip-test unit
News Analysis - Craig Matsumoto - Post a comment
February 10, 2006 : Startups and standards bodies are beginning to tackle the question of policy control, giving carriers tools to determine how the network's bandwidth is used, according to a new Services Software Insider
News Analysis - Craig Matsumoto - Comments (3)
February 9, 2006 : The next name in optical transceivers could be SFP+, a 10-Gig module that would fit in an ordinary SFP slot. Standards talk is brewing now for possible 2007 sampling
News Analysis - Craig Matsumoto - Comments (28)
February 8, 2006 : Q2 results come in slightly better than expected, but Avanex still faces the problem of keeping costs down while trying to take advantage of a recovering market
News Analysis - Craig Matsumoto - Comments (6)
February 7, 2006 : The company's Q2 earnings beat forecasts by a penny and presage what could be a strong Q3. Meanwhile, changes brew in the optical group
News Analysis - Craig Matsumoto - Comments (26)
February 7, 2006 : A proposed $170M cash deal brings Riverstone into the Lucent fold, but there's a bankruptcy filing and some financial technicalities to deal with first
News Analysis - Craig Matsumoto - Comments (16)
February 3, 2006 : He's just one guy, but Ralph Ballart was the face of SBC's Project Lightspeed. And now he's gone, reportedly taking a job at lead Lightspeed vendor Alcatel
News Analysis - Craig Matsumoto - Comments (28)
February 3, 2006 : Mario Mazzola, Luca Cafiero, Prem Jain, and Soni Jiandani – all four spun into Cisco with Andiamo and left in tandem last year. Now they're working on their next startup, but they might not get Cisco's help this time
News Analysis - Craig Matsumoto - Post a comment
February 3, 2006 : Amid the fanfare around the companies' joint venture, the news drops that they jointly filed a bid for the GPON RFP being floated by the three US RBOCs
News Analysis - Craig Matsumoto - Comments (6)
February 2, 2006 : Shares of Bookham climbed 12 percent, the day after getting a TV testimonial from CNBC's Jim Cramer. But a sobering Q3 forecast looks as if it could erase it all
News Analysis - Craig Matsumoto - Comments (2)
February 1, 2006 : Non-GAAP losses fall to less than one cent per share in Q2, but CEO Kevin Kennedy says the cost-cutting isn't done yet
News Analysis - Craig Matsumoto - Comments (9)
February 1, 2006 : Corvis founder David Huber will remain chairman of Broadwing but is giving up the CEO seat, cementing the company's transition from its equipment-vendor roots – and boosting the stock
Column - Craig Matsumoto - Comment (1)
February 1, 2006 : 3Com moves out, Marvell takes over. It's a sign.
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