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News Analysis - Craig Matsumoto - Post a comment
June 30, 2006 : Wintegra delayed its IPO this week, thanks in part to Marvell; meanwhile, Bay Micro says it's got the gumption to go public
News Analysis - Craig Matsumoto - Comments (10)
June 29, 2006 : With Alcatel, Lucent, Nokia, and Siemens out of the picture as potential merger partners, Nortel might be better off slimming down rather than bulking up, analysts say
LR Mobile News Analysis - Craig Matsumoto - Post a comment
June 27, 2006 : Intel sells its cellphone chips to Marvell for $600M, seriously displeasing Marvell investors
News Analysis - Craig Matsumoto - Comments (4)
June 27, 2006 : Intel, in the process of culling its businesses, is selling off its cellphone chips to Marvell, which has been longing for a presence in the handset market
News Analysis - Craig Matsumoto - Comments (4)
June 26, 2006 : The company's soaring share price takes a hit as one analyst notes potential 'choppiness' in sales to prize customer BellSouth
News Analysis - Craig Matsumoto - Comments (13)
June 23, 2006 : Many in the analyst community are asking 'who's next' in the wake of news of a Siemens/Nokia tie-up; the Tellabs name seems to keep coming up
News Analysis - Craig Matsumoto - Comments (4)
June 22, 2006 : With ROADMs being a hot topic, another funding round comes OpVista's way, as the company starts branching out its business and eyeing profitability
Globalcomm News Analysis - Craig Matsumoto - Comments (7)
June 9, 2006 : Juniper was busy this week talking about its new Ethernet products and promoting its Open IPTV initiative. It says it's not done with new Ethernet products
News Analysis - Craig Matsumoto - Post a comment
June 8, 2006 : Reasonably good Q4 results were met with a 25% drop in Finisar's share price today, possibly because investors who loaded up on the stock last quarter were expecting bigger things
Globalcomm News Analysis - Craig Matsumoto - Comments (117)
June 7, 2006 : Globalcomm chatter has Infinera, on track for more than $100 million in revenues, readying a $1 billion IPO. Details could be dropping soon, say sources
Globalcomm News Analysis - Craig Matsumoto - Comments (6)
June 6, 2006 : AT&T CTO John Stankey, Globalcomm's second-day keynoter, spells out a plan to put OC768 (40 Gbit/s) in the backbone by early 2007 – and separately claims that Lightspeed is doing just fine
Globalcomm News Analysis - Craig Matsumoto - Comment (1)
June 6, 2006 : With Ethernet services heating up, the Ethernet-over-copper crowd sees a chance to be heroes by increasing the reach of Ethernet and increasing carrier footprint
Globalcomm News Analysis - Craig Matsumoto - Comment (1)
June 6, 2006 : Preaching the mantra of competition, the FCC Chairman tells Globalcomm attendees his agency should intervene on behalf of cases like E911 and video franchising, but not net neutrality
Globalcomm News Analysis - Craig Matsumoto - Comment (1)
June 6, 2006 : In a Monday Globalcomm keynote, Orange CEO Sanjay Ahuja preaches the power of consumer creativity to drive mobile-phone revenues and says there's 'significant appetite' for mobile TV
Globalcomm News Analysis - Craig Matsumoto - Comments (3)
June 5, 2006 : Juniper is finally launching its long-awaited Ethernet strategy with M- and T-series cards being released today. No sign of an Ethernet switch, though
Globalcomm News Analysis - Craig Matsumoto - Comments (16)
June 2, 2006 : Questions and criticisms around Juniper just won't go away, even as the company denies it's losing ground to Alcatel and Redback. A lagging stock price hasn't helped
News Analysis - Craig Matsumoto - Comments (4)
June 2, 2006 : A long way from its 2002 bankruptcy, Yipes is approaching profitability and enjoying the surge in interest around Ethernet services, with an eye on expansion
Blog Posts
News Analysis - Craig Matsumoto - Post a comment
June 30, 2006 : Wintegra delayed its IPO this week, thanks in part to Marvell; meanwhile, Bay Micro says it's got the gumption to go public
News Analysis - Craig Matsumoto - Comments (10)
June 29, 2006 : With Alcatel, Lucent, Nokia, and Siemens out of the picture as potential merger partners, Nortel might be better off slimming down rather than bulking up, analysts say
LR Mobile News Analysis - Craig Matsumoto - Post a comment
June 27, 2006 : Intel sells its cellphone chips to Marvell for $600M, seriously displeasing Marvell investors
News Analysis - Craig Matsumoto - Comments (4)
June 27, 2006 : Intel, in the process of culling its businesses, is selling off its cellphone chips to Marvell, which has been longing for a presence in the handset market
News Analysis - Craig Matsumoto - Comments (4)
June 26, 2006 : The company's soaring share price takes a hit as one analyst notes potential 'choppiness' in sales to prize customer BellSouth
News Analysis - Craig Matsumoto - Comments (13)
June 23, 2006 : Many in the analyst community are asking 'who's next' in the wake of news of a Siemens/Nokia tie-up; the Tellabs name seems to keep coming up
News Analysis - Craig Matsumoto - Comments (4)
June 22, 2006 : With ROADMs being a hot topic, another funding round comes OpVista's way, as the company starts branching out its business and eyeing profitability
Globalcomm News Analysis - Craig Matsumoto - Comments (7)
June 9, 2006 : Juniper was busy this week talking about its new Ethernet products and promoting its Open IPTV initiative. It says it's not done with new Ethernet products
News Analysis - Craig Matsumoto - Post a comment
June 8, 2006 : Reasonably good Q4 results were met with a 25% drop in Finisar's share price today, possibly because investors who loaded up on the stock last quarter were expecting bigger things
Globalcomm News Analysis - Craig Matsumoto - Comments (117)
June 7, 2006 : Globalcomm chatter has Infinera, on track for more than $100 million in revenues, readying a $1 billion IPO. Details could be dropping soon, say sources
Globalcomm News Analysis - Craig Matsumoto - Comments (6)
June 6, 2006 : AT&T CTO John Stankey, Globalcomm's second-day keynoter, spells out a plan to put OC768 (40 Gbit/s) in the backbone by early 2007 – and separately claims that Lightspeed is doing just fine
Globalcomm News Analysis - Craig Matsumoto - Comment (1)
June 6, 2006 : With Ethernet services heating up, the Ethernet-over-copper crowd sees a chance to be heroes by increasing the reach of Ethernet and increasing carrier footprint
Globalcomm News Analysis - Craig Matsumoto - Comment (1)
June 6, 2006 : Preaching the mantra of competition, the FCC Chairman tells Globalcomm attendees his agency should intervene on behalf of cases like E911 and video franchising, but not net neutrality
Globalcomm News Analysis - Craig Matsumoto - Comment (1)
June 6, 2006 : In a Monday Globalcomm keynote, Orange CEO Sanjay Ahuja preaches the power of consumer creativity to drive mobile-phone revenues and says there's 'significant appetite' for mobile TV
Globalcomm News Analysis - Craig Matsumoto - Comments (3)
June 5, 2006 : Juniper is finally launching its long-awaited Ethernet strategy with M- and T-series cards being released today. No sign of an Ethernet switch, though
Globalcomm News Analysis - Craig Matsumoto - Comments (16)
June 2, 2006 : Questions and criticisms around Juniper just won't go away, even as the company denies it's losing ground to Alcatel and Redback. A lagging stock price hasn't helped
News Analysis - Craig Matsumoto - Comments (4)
June 2, 2006 : A long way from its 2002 bankruptcy, Yipes is approaching profitability and enjoying the surge in interest around Ethernet services, with an eye on expansion
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