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

Posted in March 2006

All (66)           Blog Posts (25)           Comments (41)          
All

Luminous Still Twinkles


News Analysis - Craig Matsumoto - Comments (4)
March 31, 2006 : Adtran has 'fessed up to buying the RPR startup's technology, but Scientific-Atlanta has a perpetual license on it and could merge the technology into Cisco's platforms
Comment: Re: Seen it before - Craig Matsumoto March 31, 2006

Infinera Inc.


Top 10 Private Companies - Craig Matsumoto - Post a comment
March 31, 2006 :

FiberZone Starts Connecting


News Analysis - Craig Matsumoto - Comments (5)
March 30, 2006 : The patch panel isn't the most glamorous telecom market, but Israeli startup FiberZone hopes to make a business out of it. The company's raised another $8 million to aid its automation efforts

Juniper Readies Ethernet Launch


News Analysis - Craig Matsumoto - Comments (8)
March 29, 2006 : It looks like a May launch for the carrier Ethernet box that so many believe Juniper needs. One twist: The company reportedly is using network processors for the first time

Is Juniper Eyeing H3C?


News Analysis - Craig Matsumoto - Comments (9)
March 28, 2006 : The latest acquisition rumor has Juniper interested in the Huawei/3Com joint venture, a $1.7B pairing that would give Juniper some LAN switching
Comment: Re: Rawwwwwwwwwls - Craig Matsumoto March 24, 2006

Lucent, Alcatel Rekindle the Flame


News Analysis - Craig Matsumoto - Comments (12)
March 24, 2006 : Shades of 2001: Alcatel and Lucent again want to hook up, this time confessing to a planned 'merger of equals' with a $33B price tag

Finisar: Bookham Wouldn't Wash


News Analysis - Craig Matsumoto - Comments (5)
March 23, 2006 : Chief exec Jerry Rawls takes a few minutes from Finisar's first-ever analyst day to talk about stock prices, foundry plans, and why a merger with Bookham never materialized
Comment: Colorcon - Craig Matsumoto March 23, 2006
Comment: Re: RPR is dead... - Craig Matsumoto March 22, 2006

Adtran Buys Luminous Embers


News Analysis - Craig Matsumoto - Comments (11)
March 22, 2006 : Having announced its shutdown right around Christmas, the defunct RPR vendor reportedly has been picked up by Adtran

TelecomNext: Even More Ethernet


News Analysis - Craig Matsumoto - Comments (31)
March 22, 2006 : There's no escaping Ethernet, as Nortel and Ciena talk up future plans while Riverstone trots out its final pre-acquisition product launch

Lucent Wins Riverstone Auction


News Wire Feed - Craig Matsumoto - Comment (1)
March 21, 2006 : Riverstone accepts Lucent's $207M bid to buy company assets out of bankruptcy

Alcatel Shrinks Access Router


News Analysis - Craig Matsumoto - Comments (4)
March 20, 2006 : Targeting smaller POPs and wireless backhaul, Alcatel shrinks its 7750 router yet again, part of a trend towards access networks at this week's TelecomNext. Adtran, ANDA, and Redback also add access

Ericsson Wants Riverstone


News Analysis - Craig Matsumoto - Comments (4)
March 17, 2006 : The Lucent plan to acquire Riverstone could be in jeopardy, as Ericsson says it plans to bid $178 million in Riverstone's bankruptcy auction on Monday

Extreme: Movin' Out


News Analysis - Craig Matsumoto - Comments (12)
March 17, 2006 : Extreme is cashing in on the trend to convert office space into residential zones, with a land sale that could be worth $70 million
Comment: Pick any Two - Craig Matsumoto March 16, 2006

Analysts Dismiss Ericsson/Juniper Talk


News Analysis - Craig Matsumoto - Comments (28)
March 16, 2006 : The latest Juniper rumor had the company getting acquired by Ericsson, but such a large, complicated deal doesn't seem likely, analysts say
Comment: Re: PON and Video - Craig Matsumoto March 16, 2006
Comment: Re: blunder - Craig Matsumoto March 16, 2006
Comment: OAM and "first"ness - Craig Matsumoto March 15, 2006

RAD Claims OAM 'First'


News Analysis - Craig Matsumoto - Comment (1)
March 15, 2006 : Carrier Ethernet deployments are blossoming, but operators have been waiting anxiously for operations and maintenance standards to come around. RAD Data Communications claims it's got a jump on that part of the market
Comment: Re: EPON in Japan - Craig Matsumoto March 14, 2006

Valley Wonk: Optical's Options


Column - Craig Matsumoto - Comment (1)
March 14, 2006 : Business is better, but there are still too many companies. Luckily, there's a graceful way out
Comment: EPON in Japan - Craig Matsumoto March 13, 2006

Ethernet Reaches for 100-Gig


News Analysis - Craig Matsumoto - Comments (8)
March 13, 2006 : Granted, it's in the very early stages, but the IEEE could be on the way to launching standards efforts for 10-Gig EPON and 100-Gig Ethernet
Comment: Re: Optical IPO - Craig Matsumoto March 13, 2006
Comment: Re: Optical IPO - Craig Matsumoto March 10, 2006
Comment: Re: Optical IPO - Craig Matsumoto March 10, 2006
Comment: Infineon - Craig Matsumoto March 10, 2006
Comment: Optical IPO - Craig Matsumoto March 10, 2006

OFC: Optics & IPOs


News Analysis - Craig Matsumoto - Comments (21)
March 10, 2006 : Attendees mull which startups look like IPO bait; meanwhile, products touch the same themes as last year – including, yes again, 40-Gig
Comment: Re: Margins? - Craig Matsumoto March 9, 2006
Comment: Re: question - Craig Matsumoto March 8, 2006

Little Guys Call FTTP Shots


News Analysis - Craig Matsumoto - Comments (7)
March 8, 2006 : As hot as fiber-to-the-premises is, there's one segment of that market – the transceivers – that the big companies have missed. And given the pricing pressure in that market, they're not too upset about it
Comment: self promotion - Craig Matsumoto March 8, 2006
Comment: Re: Opto stocks - Craig Matsumoto March 8, 2006
Comment: Opto stocks - Craig Matsumoto March 7, 2006

Smiles Abound at OFC/NFOEC


News Analysis - Craig Matsumoto - Comments (4)
March 7, 2006 : After years of gloom, OFC/NFOEC 2006 is off to an upbeat start. That doesn't mean the industry is all better, though, as plenty of problems still loom

Optical Stocks Climb Again


News Analysis - Craig Matsumoto - Comments (6)
March 7, 2006 : Optical stocks continued the surge that began on Friday, putting healthy momentum into pre-OFC/NFOEC festivities. And, like everything else in tech these days, there's a tie to Google

40-Gig Gets Extended


News Analysis - Craig Matsumoto - Post a comment
March 6, 2006 : Not only is 40-Gig talk back in vogue, but long-reach optics are, too. Startup Kailight is kicking off OFC/NFOEC saying it's combining the two ideas for its first-ever transponders
Comment: Qwest - Craig Matsumoto March 5, 2006
Comment: Believe! - Craig Matsumoto March 3, 2006

Finisar Ignites Optics Explosion


News Analysis - Craig Matsumoto - Comments (7)
March 3, 2006 : An unexpectedly profitable Q3 from Finisar triggers an outpouring of love for optical components stocks – JDSU, Avanex, Bookham are all up significantly today

Has Hammerhead Nailed Verizon?


News Analysis - Craig Matsumoto - Comments (5)
March 3, 2006 : The pseudowire-switch startup says it's landed two big wins, and sources say one exceeds $50M. That deal could be with MCI, causing a spot of trouble for Tellabs
Comment: OFC is here - Craig Matsumoto March 2, 2006
Comment: Bad names - Craig Matsumoto March 1, 2006

What the Heck's With Avanex?


News Analysis - Craig Matsumoto - Comments (2)
March 1, 2006 : On a good day for tech stocks, investors pile into Avanex, raising its value 20 percent just in time for OFC/NFOEC hype