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News Analysis - Craig Matsumoto - Post a comment
July 31, 2006 : The 10-GigE market could be poised for accelerated growth, as prices are finally dropping to the levels OEMs were hoping for, according to the latest Heavy Reading report
News Analysis - Craig Matsumoto - Comments (2)
July 28, 2006 : Carrier consolidation continues, as Time Warner Telecom shells out $531 million to buy fiber carrier Xspedius, giving itself a quick entry into several US metro markets
News Analysis - Craig Matsumoto - Comments (3)
July 28, 2006 : Already hammered by the stock options probe, Vitesse sees its stock drop 25% today as management reveals a tough cash situation and opens questions about previous financial reports
News Analysis - Craig Matsumoto - Post a comment
July 27, 2006 : Alcatel, Motorola, and Tellabs will build Verizon's GPON networks – but it's Alcatel, not Verizon incumbent Tellabs, that's getting deployed first
News Analysis - Craig Matsumoto - Comments (4)
July 26, 2006 : Redback beats analysts' expectations for Q2 but declines to give specifics on its 'up' forecast for the third quarter – to the apparent chagrin of some investors
News Analysis - Craig Matsumoto - Post a comment
July 25, 2006 : Cost-cutting is working, apparently, as Agere reports a surprisingly large third-quarter profit and sees its stock climb nearly 25% – even though revenues were down
News Analysis - Craig Matsumoto - Comments (18)
July 25, 2006 : Force10 now says it can support 10-Gbit/s Sonet/SDH more cheaply than Cisco or Juniper. Neither competitor is quaking in its boots, though
News Analysis - Craig Matsumoto - Comments (9)
July 24, 2006 : An IEEE vote Thursday approved a standards effort for high-speed Ethernet, the first step in bringing 100-Gig Ethernet (or possibly 40-Gig) to market
News Analysis - Craig Matsumoto - Comments (4)
July 21, 2006 : The Passave acquisition, set to be PMC's great growth hope, has stumbled as revenues flatten out. Now, one analyst wonders if PMC is still a growth story – and the stock dives 25% in response
News Analysis - Craig Matsumoto - Comments (14)
July 20, 2006 : Juniper's bottom line looks a bit wobbly. Earnings could be hit by charges related to its stock options probe and a likely goodwill writedown, while the vendor's Q3 forecast falls short of expectations
News Analysis - Craig Matsumoto - Comments (80)
July 18, 2006 : Defunct bubble startup Corvis has finally lost its biggest customer to another, as Broadwing gives Infinera some business and some pieces of Corvis as well
News Analysis - Craig Matsumoto - Comments (6)
July 17, 2006 : A new multiservice edge router, the M120, adds processor redundancy with a tricky new architecture. It also gives Juniper a bit more to talk about on the Ethernet and IPTV fronts
News Analysis - Craig Matsumoto - Comment (1)
July 14, 2006 : One of the earlier companies flagged in the options scandal, Broadcom has uncovered some suspicious activity and will restate earnings back to 2000, although cash and revenues won't be affected
News Analysis - Craig Matsumoto - Comments (3)
July 11, 2006 : Investors hand another round to the transponder company, hoping it can catch the slowly rising tide of 40-Gbit/s networks
News Analysis - Craig Matsumoto - Comments (11)
July 10, 2006 : A California hedge fund is demanding Vitesse be put up for sale, detailing its grievances in a letter stacked with facts, footnotes, and outright ridicule
News Analysis - Craig Matsumoto - Comments (6)
July 7, 2006 : PMC-Sierra is saying earnings will be as expected, but investors apparently wanted more, as they send the stock down 15%. The announced retirement of the CFO may not have helped
News Analysis - Craig Matsumoto - Comment (1)
July 6, 2006 : Increased usage of XML in service-oriented architectures is creating new opportunities for equipment vendors and for carriers, according to the latest Services Software Insider
News Analysis - Craig Matsumoto - Comments (4)
July 5, 2006 : An 8-K filing today says Marvell is getting inquiries from the SEC and federal prosecutors, making it the latest company ensnared by the stock-options scandal
News Analysis - Craig Matsumoto - Post a comment
July 3, 2006 : Small size and good market positions put Arris and Redback atop the list of companies most likely to get acquired soon, according to one analyst
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News Analysis - Craig Matsumoto - Post a comment
July 31, 2006 : The 10-GigE market could be poised for accelerated growth, as prices are finally dropping to the levels OEMs were hoping for, according to the latest Heavy Reading report
News Analysis - Craig Matsumoto - Comments (2)
July 28, 2006 : Carrier consolidation continues, as Time Warner Telecom shells out $531 million to buy fiber carrier Xspedius, giving itself a quick entry into several US metro markets
News Analysis - Craig Matsumoto - Comments (3)
July 28, 2006 : Already hammered by the stock options probe, Vitesse sees its stock drop 25% today as management reveals a tough cash situation and opens questions about previous financial reports
News Analysis - Craig Matsumoto - Post a comment
July 27, 2006 : Alcatel, Motorola, and Tellabs will build Verizon's GPON networks – but it's Alcatel, not Verizon incumbent Tellabs, that's getting deployed first
News Analysis - Craig Matsumoto - Comments (4)
July 26, 2006 : Redback beats analysts' expectations for Q2 but declines to give specifics on its 'up' forecast for the third quarter – to the apparent chagrin of some investors
News Analysis - Craig Matsumoto - Post a comment
July 25, 2006 : Cost-cutting is working, apparently, as Agere reports a surprisingly large third-quarter profit and sees its stock climb nearly 25% – even though revenues were down
News Analysis - Craig Matsumoto - Comments (18)
July 25, 2006 : Force10 now says it can support 10-Gbit/s Sonet/SDH more cheaply than Cisco or Juniper. Neither competitor is quaking in its boots, though
News Analysis - Craig Matsumoto - Comments (9)
July 24, 2006 : An IEEE vote Thursday approved a standards effort for high-speed Ethernet, the first step in bringing 100-Gig Ethernet (or possibly 40-Gig) to market
News Analysis - Craig Matsumoto - Comments (4)
July 21, 2006 : The Passave acquisition, set to be PMC's great growth hope, has stumbled as revenues flatten out. Now, one analyst wonders if PMC is still a growth story – and the stock dives 25% in response
News Analysis - Craig Matsumoto - Comments (14)
July 20, 2006 : Juniper's bottom line looks a bit wobbly. Earnings could be hit by charges related to its stock options probe and a likely goodwill writedown, while the vendor's Q3 forecast falls short of expectations
News Analysis - Craig Matsumoto - Comments (80)
July 18, 2006 : Defunct bubble startup Corvis has finally lost its biggest customer to another, as Broadwing gives Infinera some business and some pieces of Corvis as well
News Analysis - Craig Matsumoto - Comments (6)
July 17, 2006 : A new multiservice edge router, the M120, adds processor redundancy with a tricky new architecture. It also gives Juniper a bit more to talk about on the Ethernet and IPTV fronts
News Analysis - Craig Matsumoto - Comment (1)
July 14, 2006 : One of the earlier companies flagged in the options scandal, Broadcom has uncovered some suspicious activity and will restate earnings back to 2000, although cash and revenues won't be affected
News Analysis - Craig Matsumoto - Comments (3)
July 11, 2006 : Investors hand another round to the transponder company, hoping it can catch the slowly rising tide of 40-Gbit/s networks
News Analysis - Craig Matsumoto - Comments (11)
July 10, 2006 : A California hedge fund is demanding Vitesse be put up for sale, detailing its grievances in a letter stacked with facts, footnotes, and outright ridicule
News Analysis - Craig Matsumoto - Comments (6)
July 7, 2006 : PMC-Sierra is saying earnings will be as expected, but investors apparently wanted more, as they send the stock down 15%. The announced retirement of the CFO may not have helped
News Analysis - Craig Matsumoto - Comment (1)
July 6, 2006 : Increased usage of XML in service-oriented architectures is creating new opportunities for equipment vendors and for carriers, according to the latest Services Software Insider
News Analysis - Craig Matsumoto - Comments (4)
July 5, 2006 : An 8-K filing today says Marvell is getting inquiries from the SEC and federal prosecutors, making it the latest company ensnared by the stock-options scandal
News Analysis - Craig Matsumoto - Post a comment
July 3, 2006 : Small size and good market positions put Arris and Redback atop the list of companies most likely to get acquired soon, according to one analyst
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