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Posted by Craig Matsumoto
Craig Matsumoto
Member Since: November 20, 2002
User Ranking
Articles: 2474
Posts: 3047

Posted in February 2008

All (67)           Blog Posts (42)           Comments (25)          
All

Cisco Fakes: A $76M Business


News Analysis - Craig Matsumoto - Comments (4)
February 29, 2008 : Counterfeiting Cisco components has apparently become a good business, as various US agencies say they've seized $76M worth of fakes over the years
Comment: Re: Schmoore's Law - Craig Matsumoto February 29, 2008

Lasers Prep for 16-Gig FC


News Analysis - Craig Matsumoto - Post a comment
February 29, 2008 : At OFC/NFOEC, Avago, Finisar show they'll be ready for the 16-Gig FC standard

OFC: Putting It Together


Valley Wonk - Craig Matsumoto - Post a comment
February 29, 2008 : 2:15 PM -- Is consolidation any closer?
Comment: Re: Great achievement - Craig Matsumoto February 29, 2008

OFC: Hero Experiments


Valley Wonk - Craig Matsumoto - Post a comment
February 29, 2008 : 8:45 AM -- Surveying the post-deadline crop

AlcaLu Climbs to 16.4 Tbit/s


News Analysis - Craig Matsumoto - Comments (7)
February 29, 2008 : A monster of a 'hero' experiment combines 164 channels of 100-Gbit/s transmissions and sends the whole 16.4 Tbit/s down 2,550 km of fiber

OFC: Mergers Pay Off


Valley Wonk - Craig Matsumoto - Post a comment
February 28, 2008 : 5:00 PM -- Fruits of some recent buys were on display

OFC: NSN's Landfall


Valley Wonk - Craig Matsumoto - Post a comment
February 28, 2008 : 3:05 PM -- A North American first -- barely

Finisar CEO Jerry Rawls


LRTV Interviews - Craig Matsumoto - Post a comment
February 28, 2008 : Finisar says telecom still offers some bright spots

Optical Raids!


News Analysis - Craig Matsumoto - Post a comment
February 28, 2008 : Customs officials have conducted raids to crack down on counterfeit optical modules, including phonies being passed off as Cisco products

OFC: Georgio Sighting


Valley Wonk - Craig Matsumoto - Post a comment
February 27, 2008 : 3:30 PM -- Bookham's former CEO is still hanging around
Comment: Re: Schmoore's Law - Craig Matsumoto February 26, 2008

OFC: Up, the Optics!


Valley Wonk - Craig Matsumoto - Post a comment
February 26, 2008 : 5:57 PM -- For a day, the market is kind

OFC: Terabit Explained


Valley Wonk - Craig Matsumoto - Post a comment
February 26, 2008 : 2:15 PM -- Well, sort of

OFC: JDSU & Superblade!


Valley Wonk - Craig Matsumoto - Post a comment
February 26, 2008 : 12:20 PM -- Yeah, this could be pretty super

OFC: Optium's WSS


Valley Wonk - Craig Matsumoto - Post a comment
February 26, 2008 : 11:40 AM -- A more flexible kind of ROADM

Troubles Linger for Optical Components


News Analysis - Craig Matsumoto - Comments (3)
February 26, 2008 : The components industry's fundamentals have improved since last year, but companies are still chased by the same questions about consolidation and margins

Gilder's All-Optical Odyssey


News Analysis - Craig Matsumoto - Comments (10)
February 26, 2008 : All-optical rules, Infinera is wrong, and dollar deflation caused the telecom crash: Welcome to George Gilder's world

Finisar Moves Into ROADMs


News Analysis - Craig Matsumoto - Post a comment
February 25, 2008 : A small investment in ROADM startup Nistica could be the first of several telecom-related moves for Finisar this year

Run, Lawrence, Run (Or Not)


Valley Wonk - Craig Matsumoto - Post a comment
February 25, 2008 : 3:45 PM -- Professor Lessig's brief campaign shuts down

OFC: Ray of Hope


Valley Wonk - Craig Matsumoto - Post a comment
February 25, 2008 : 1:45 PM -- Some investors might learn to love optics again

Menara Pitches OTN Advances


News Analysis - Craig Matsumoto - Comments (3)
February 25, 2008 : Optical transceiver startup says it's got a twist on the next-gen optical transport protocol
Comment: Re: Cheapo Laser? - Craig Matsumoto February 24, 2008
Comment: Re: Nice try Kriens - Craig Matsumoto February 22, 2008
Comment: CMOS Photonics - Craig Matsumoto February 22, 2008

Lightwire Debuts Its Silicon Photonics


News Analysis - Craig Matsumoto - Comments (9)
February 22, 2008 : Joining Intel, Kotura, and Luxtera in the silicon photonics race, Lightwire is ending its long run in stealth mode to reveal what it claims is a better type of chip

OFC/NFOEC: News Nuggets


News Analysis - Craig Matsumoto - Comment (1)
February 22, 2008 : Bookham, JDSU, NeoPhotonics, and Gennum are among the companies getting the OFC/NFOEC news rolling
Comment: Terabit Ethernet - Craig Matsumoto February 22, 2008

Cisco's Big Splash


Valley Wonk - Craig Matsumoto - Post a comment
February 22, 2008 : NOON -- Call it a subtle hint

Muni WiFi Lives!


Valley Wonk - Craig Matsumoto - Post a comment
February 22, 2008 : 11:15 AM -- For three months in Silicon Valley, anyway

Metcalfe Pitches Terabit Ethernet


News Analysis - Craig Matsumoto - Comments (12)
February 21, 2008 : The Father of Ethernet tells LRTV that established optical standards might go out the window in the march towards 1 Tbit/s speeds, and he's quite happy about that

Proxy Time


Valley Wonk - Craig Matsumoto - Comment (1)
February 21, 2008 : 11:55 AM -- Apparently, the MS/Yahoo war is on

User-Generated Games Coming to Xbox, Zune


LR Mobile News Analysis - Craig Matsumoto - Post a comment
February 20, 2008 : With consoles getting more into the online community concept, Microsoft opens the floodgates for players to share their homemade games with the world

Fake Analyst


Valley Wonk - Craig Matsumoto - Comments (4)
February 19, 2008 : 9:00 AM -- Listening to Negativland finally pays off

IDT Picks CEO


News Wire Feed - Craig Matsumoto - Post a comment
February 15, 2008 : Ted Tewskbury, formerly of AMI, takes the help at chipmaker IDT
Comment: Kriens - Craig Matsumoto February 14, 2008

Yahoo Microsoft Bits


Valley Wonk - Craig Matsumoto - Post a comment
February 14, 2008 : 2:25 PM -- Can't tell the players without a scorecard

Scott Kriens, CEO, Juniper Networks


Interview - Craig Matsumoto - Comments (3)
February 14, 2008 : 'The old way of thinking of the market as enterprise and service provider is outdated.'

Vitesse Cuts It Close


Valley Wonk - Craig Matsumoto - Post a comment
February 13, 2008 : 3:00 PM -- Catchup time for financials is (probably) nigh
Comment: Immunity for Telecom - Craig Matsumoto February 12, 2008
Comment: Re: Name - Craig Matsumoto February 12, 2008
Comment: Yahoo deal's off - Craig Matsumoto February 9, 2008
Comment: Re: Is this an OS war? - Craig Matsumoto February 9, 2008
Comment: Re: Ahhhhh Giants! - Craig Matsumoto February 7, 2008
Comment: Re: Lodestone? - Craig Matsumoto February 7, 2008

Feature Story: Juniper's Enterprise Vision


News Analysis - Craig Matsumoto - Comments (21)
February 7, 2008 : After four years, Juniper has amassed many of the pieces to compete in the enterprise market. Some analysts still sense something's missing, though
Comment: Re: The Spin - Craig Matsumoto February 6, 2008
Comment: Re: Innings? - Craig Matsumoto February 6, 2008

Cisco's 'First Inning'


Valley Wonk - Craig Matsumoto - Comments (8)
February 6, 2008 : 6:05 PM -- Well, that's not a good sign
Comment: The Spin - Craig Matsumoto February 6, 2008

Cisco Sounds Warning Bells


News Analysis - Craig Matsumoto - Comments (15)
February 6, 2008 : While reporting solid Q2 results, Cisco notes that January sales slowed dramatically – and that a rebound appears to be more than a quarter away
Comment: Re: Finisar - Craig Matsumoto February 6, 2008
Comment: Finisar - Craig Matsumoto February 6, 2008

JDSU Surges After Q2


News Analysis - Craig Matsumoto - Comments (3)
February 6, 2008 : With test and measurement enjoying a year-end surge, JDSU records a surprisingly profitable Q2, sending its stock up nearly 30%

JDSU: Positive Numbers


Valley Wonk - Craig Matsumoto - Post a comment
February 5, 2008 : 6:10 PM -- A 20% shot in the arm, leading into OFC season

A Gap at 100Gig


Valley Wonk - Craig Matsumoto - Comment (1)
February 5, 2008 : 1:10 PM -- Certain chip startups are rare; just ask NetLogic

Zhone Founder Feared Dead in Crash


News Analysis - Craig Matsumoto - Comments (2)
February 4, 2008 : Jeanette Symons, 45, is believed dead after her plane crashed early Friday
Comment: Redback - Craig Matsumoto February 4, 2008

Redback Goes on the Offensive


GSMA News Analysis - Craig Matsumoto - Comments (3)
February 4, 2008 : Despite Ericsson's recent blip, Redback says it's grown in importance, with its R&D budget tripling and its new CEO put in charge of wireless IP developments
Comment: Re: Denuccio - payday - Craig Matsumoto February 1, 2008

Redback's Fate


Valley Wonk - Craig Matsumoto - Post a comment
February 1, 2008 : 5:45 PM -- They're saying it's not as glum as you might think
Comment: Microsoft-Yahoo - Craig Matsumoto February 1, 2008

Who Wanted WWP?


Valley Wonk - Craig Matsumoto - Comments (2)
February 1, 2008 : 9:14 AM -- Not Cisco, but more than just Ciena