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

Posted in February 2012

All (71)           Blog Posts (33)           Comments (38)          
All

BroadSoft Posts $5.5M Profit in Q4


News Wire Feed - Craig Matsumoto - Post a comment
February 29, 2012 : Total revenue increases 13% year-over-year to $40.6 million

Should Cisco Buy NSN?


Valley Wonk - Craig Matsumoto - Comments (7)
February 29, 2012 : 5:55 PM The optical division, not all of NSN. But even that might be a stretch

Finisar Records $9M Profit in Q3


News Wire Feed - Craig Matsumoto - Post a comment
February 29, 2012 : Revenues of $253.49 come with non-GAAP earnings per share of 23 cents

Eric Schmidt's Sunny World


Valley Wonk - Craig Matsumoto - Comments (6)
February 29, 2012 : 2:00 AM Sure, maybe it's true that connectivity can bring peace, love and harmony – but enough, already
Comment: Michael Dell - Craig Matsumoto February 27, 2012

Dell Declares an Enterprise Architecture


News Analysis - Craig Matsumoto - Comments (2)
February 27, 2012 : Going up against Cisco (and, yeah, HP and IBM), Dell knits together its acquisitions, including Force10, for one big honkin' enterprise play

Timing the Terabit Standard


Valley Wonk - Craig Matsumoto - Post a comment
February 24, 2012 : 5:25 PM Even though terabit work is already underway, it might not be too early to start worrying
Comment: Vertical integration - Craig Matsumoto February 24, 2012
Comment: Re: Time over due - Craig Matsumoto February 24, 2012

Lightwire Points Cisco Toward 100G


News Analysis - Craig Matsumoto - Comment (1)
February 24, 2012 : Cisco is talking about putting silicon-photonics modules onto switches and routers sometime before late 2013
Comment: OFC/NFOEC - Craig Matsumoto February 24, 2012

OFC/NFOEC 2012: 100G Is Finally Happening


Valley Wonk - Craig Matsumoto - Comment (1)
February 24, 2012 : 8:30 AM What (and whom) to watch out for as the optical industry returns to Los Angeles with 100G and more on its mind
Comment: Cisco-Skype Deal - Craig Matsumoto February 23, 2012

Cisco Had a Shot at Skype


News Analysis - Craig Matsumoto - Comments (2)
February 23, 2012 : But Cisco turned down the deal – and that has nothing to do with why it's is now protesting Microsoft's pickup of Skype
Comment: Re: Certification? - Craig Matsumoto February 23, 2012
Comment: Re: Acacia 100G - Craig Matsumoto February 23, 2012

MEF Sticks a '2.0' on Carrier Ethernet


News Analysis - Craig Matsumoto - Comments (8)
February 23, 2012 : There's more to the 'New Ethernet' but '2.0' was short enough to fit in a headline
Comment: Juniper security - Craig Matsumoto February 22, 2012

Juniper Buys Itself a Security Booster


News Analysis - Craig Matsumoto - Comment (1)
February 22, 2012 : Just in time for the RSA Conference, Juniper announces a security acquisition with implications for the cloud

Brocade Posts $59M Q1 Profit


News Wire Feed - Craig Matsumoto - Post a comment
February 21, 2012 : GAAP net income of $59M, or 12 cents per share, goes with revenue of $561M for the quarter ended Jan. 28
Comment: Re: Real lawsuit? - Craig Matsumoto February 17, 2012
Comment: Real lawsuit? - Craig Matsumoto February 17, 2012
Comment: Huawei PR - Craig Matsumoto February 17, 2012
Comment: Re: SOAs - Craig Matsumoto February 17, 2012
Comment: Re: PDFAs? - Craig Matsumoto February 17, 2012

Dutch Exchange Rolling Its Own 100G


News Analysis - Craig Matsumoto - Comments (8)
February 17, 2012 : The Amsterdam Internet Exchange is one of those users that always needs more speed now, and that also goes for distance too, in this case
Comment: Re: Really? - Craig Matsumoto February 16, 2012
Comment: But... but... - Craig Matsumoto February 15, 2012
Comment: AT&T capex - Craig Matsumoto February 15, 2012

Photos: CloudConnect 2012/Carrier Cloud Forum


Slide Shows - Craig Matsumoto - Post a comment
February 15, 2012 : Cloudy shots of a clearly cloudy conference
Comment: Ireland v. France - Craig Matsumoto February 15, 2012

What Carriers Are Missing About Cloud


News Analysis - Craig Matsumoto - Comments (3)
February 14, 2012 : It's not a complete list, but the important bit to take note of is: Have a plan

Verizon Revamps BSS for the Cloud


LRTV Interviews - Craig Matsumoto - Post a comment
February 14, 2012 : Verizon is building a new billing system to enable attribute-driven OSS/BSS that lets it bill for third-party products, as well as its own
Comment: Re: Super-Hacked - Craig Matsumoto February 14, 2012
Comment: Re: But why? - Craig Matsumoto February 14, 2012
Comment: Re: But why? - Craig Matsumoto February 14, 2012

AlcaLu Tackles Wi-Fi Handoff


LR Mobile News Analysis - Craig Matsumoto - Comments (3)
February 14, 2012 : The 7750 router gets a new job, giving operators a bigger role in mixing cellular and Wi-Fi traffic

Nortel Got Super-Hacked


LR Mobile News Analysis - Craig Matsumoto - Comments (8)
February 14, 2012 : For a period of possibly nine years, hackers reportedly had access to Nortel's network. And they might not be gone

MEF Starts Thinking Cloud


News Analysis - Craig Matsumoto - Comments (2)
February 13, 2012 : Standards efforts for Carrier Ethernet-based cloud services could get started soon. The question is what to work on first

Cisco's Half-Empty Glass


Valley Wonk - Craig Matsumoto - Post a comment
February 10, 2012 : 6:45 AM Everyone sure sounded happy on Cisco's earnings call, but there's plenty to be worried about
Comment: AT&T commodity cloud - Craig Matsumoto February 9, 2012
Comment: Daisy Rollo - Craig Matsumoto February 8, 2012
Comment: Margins - Craig Matsumoto February 8, 2012

Cisco Reaches a Happy Place


News Analysis - Craig Matsumoto - Comments (4)
February 8, 2012 : Q3 revenues might actually be less than Q2's, but Cisco is still claiming victory
Comment: Cisco guidance - Craig Matsumoto February 8, 2012

Cisco Earnings Shine in Q2


News Analysis - Craig Matsumoto - Comment (1)
February 8, 2012 : Earnings per share beat the consensus by $0.04, but investors might be more interested in what happens next quarter
Comment: Vendor financing - Craig Matsumoto February 8, 2012

OpenFlow Doesn't Always Mean Commodity


Valley Wonk - Craig Matsumoto - Comment (1)
February 8, 2012 : 9:15 AM That's what premium chipmakers are going to argue, and they might have a point

Juniper Takes MPLS Into Mobile Access


LR Mobile News Analysis - Craig Matsumoto - Comments (2)
February 7, 2012 : Juniper says its ACX line of routers will provide a capacity boost and push more traffic engineering to mobile access networks

It's Open Season for OpenFlow


Valley Wonk - Craig Matsumoto - Post a comment
February 6, 2012 : Tired of hearing about software-defined networking? Too bad

Carrier Capex Could Rebound Quickly


News Analysis - Craig Matsumoto - Comments (5)
February 6, 2012 : Amid a season of weak forecasts, one analyst thinks carrier spending isn't going to be so awful
Comment: Fabrinet - Craig Matsumoto February 6, 2012

Fabrinet Loses $33M in Q2


News Wire Feed - Craig Matsumoto - Post a comment
February 6, 2012 : Revenues fall to $96.6M and non-GAAP net income to $0.18 per share

PMC-Sierra Reports $28.4M Profit


News Wire Feed - Craig Matsumoto - Post a comment
February 6, 2012 : Revenues for Q4 total $152.6M while non-GAAP earnings per share drop sequentially to $0.13

Optical Industry Adjusting After Thai Floods


News Analysis - Craig Matsumoto - Comment (1)
February 6, 2012 : It's looking like the disaster's impact on optical production has been kept under control so far
Comment: OpenFlow - Craig Matsumoto February 3, 2012
Comment: Re: Please... - Craig Matsumoto February 3, 2012

Carrier Bug Bypasses Infinera, Bites Acme Packet


News Analysis - Craig Matsumoto - Comments (4)
February 3, 2012 : One equipment vendor after another is predicting weak carrier spending, but there's a way to get around that
Comment: JDSU ROADMs - Craig Matsumoto February 2, 2012

HP Takes OpenFlow Commercial


News Analysis - Craig Matsumoto - Comment (1)
February 2, 2012 : It's not the first vendor to do this, but the it's first switch vendor to go this big with the technology

JDSU's Ready for Gridless ROADMs


News Analysis - Craig Matsumoto - Comments (6)
February 2, 2012 : Finisar's been there for a while, but JDSU says it's sampling gridless-ROADM devices now, prepping for 400G and terabit
Comment: Priorities - Craig Matsumoto February 2, 2012

Cisco Pitches MPLS Alternative


News Analysis - Craig Matsumoto - Comments (6)
February 1, 2012 : But it's only for certain enterprise cases, so don't go thinking MPLS's No. 1 fan has gone off the deep end