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

Posted in July 2008

All (55)           Blog Posts (32)           Comments (23)          
All
Comment: Re: ENTR - Craig Matsumoto July 29, 2008

Entropic Plunges on Broadcom Fears


LR Cable News Analysis - Craig Matsumoto - Comment (1)
July 29, 2008 : The chipmaker's stock slides more than 20% as investors piece together what Broadcom's GPON entry could mean to the home-networking sector

Cuil: Not Cool


Valley Wonk - Craig Matsumoto - Post a comment
July 29, 2008 : 3:30 PM -- First impression: Fail
Comment: ATCA power - Craig Matsumoto July 25, 2008

Infineon Slims Down


Valley Wonk - Craig Matsumoto - Post a comment
July 25, 2008 : 3:45 PM -- And it's not planning to fatten up with mergers

ATCA Takeoff Is Imminent


News Analysis - Craig Matsumoto - Comment (1)
July 25, 2008 : A Heavy Reading report says the ATCA market is set to double each year, building up to a $7.2B total in 2012
Comment: Juniper guidance - Craig Matsumoto July 24, 2008

Juniper Continues Growth in Q2


News Analysis - Craig Matsumoto - Comments (2)
July 24, 2008 : Certain rivals might be seeing weakness in some areas, but Juniper says it's going strong and is even increasing its forecasts for the rest of the year

Investors Grill Ikanos; Chip Biz Is No Picnic


News Analysis - Craig Matsumoto - Post a comment
July 24, 2008 : New CEO Mike Gulett hasn't had time to formulate his strategy for the company, but investors are quite ready to interrogate him about profitability

Juniper's Going Places


Valley Wonk - Craig Matsumoto - Post a comment
July 24, 2008 : 3:15 PM -- At least rhymes are better than mimes
Comment: Cache poisoning - Craig Matsumoto July 24, 2008

Kriens Steps Aside as Juniper CEO


News Analysis - Craig Matsumoto - Comments (9)
July 24, 2008 : Long considered to be at a crossroads, Juniper has apparently decided it's time to bring more big-company experience, recruiting Microsoft's Kevin Johnson as CEO

Report: Juniper Finds... a CEO?


News Analysis - Craig Matsumoto - Comments (2)
July 23, 2008 : If it's what it sounds like, Juniper's new era has begun: The Wall Street Journal says the company is going to be 'run' by a departing Microsoft exec

Ikanos Flips CEOs


Valley Wonk - Craig Matsumoto - Comments (2)
July 23, 2008 : 6:00 PM -- Mission: get the top line growing
Comment: IPTV's problem - Craig Matsumoto July 23, 2008

Infinera Surprises, Targets Metro Access


News Analysis - Craig Matsumoto - Post a comment
July 23, 2008 : Revenues might be dampened, but Infinera got a pleasant jolt that helped push Q2 net income way past expectations as it starts talking about initiatives in the metro access space

Infinera Scores


Valley Wonk - Craig Matsumoto - Post a comment
July 22, 2008 : 5:30 PM -- Q2 comes out good, on the surface

Brocade Takes Aim at Cisco (& Juniper)


News Analysis - Craig Matsumoto - Comments (11)
July 22, 2008 : The $3 billion pickup of Foundry is Brocade's bid to challenge Cisco in the data center, but maybe that should worry Juniper and other competitors more
Comment: Brocade / Foundry - Craig Matsumoto July 21, 2008

Brocade to Acquire Foundry


News Analysis - Craig Matsumoto - Comments (9)
July 21, 2008 : In a surprise $3 billion deal, the storage networking company expands its data center world to include Ethernet and routers
Comment: Cisco Strategy - Craig Matsumoto July 18, 2008

Cisco Pings Singh for Strategy


News Analysis - Craig Matsumoto - Comments (3)
July 18, 2008 : Wall Street analyst Inder Singh will be joining Cisco as a VP in charge of strategy, a big-picture job that encompasses all of Cisco's products

Ciena Tunes In Bookham


News Analysis - Craig Matsumoto - Comments (9)
July 17, 2008 : Tunable lasers, a key part of Bookham's attempted turnaround, get a big endorsement as Ciena chooses the vendor's pluggable transceiver

An AT&T Cooldown?


Right Now on Light Reading - Craig Matsumoto - Post a comment
July 17, 2008 : So much for that party
Comment: PS3 / Limelight - Craig Matsumoto July 17, 2008
Comment: Bookham - Craig Matsumoto July 17, 2008
Comment: Re: DSOs - Craig Matsumoto July 16, 2008

Bookham Surges


Valley Wonk - Craig Matsumoto - Comments (4)
July 16, 2008 : 3:10 PM -- More light at the end of the tunnel

PS3 Plays Catchup


Valley Wonk - Craig Matsumoto - Comments (3)
July 16, 2008 : 11:40 AM -- Sony finally announces video downloads

Ericsson Moves In


Valley Wonk - Craig Matsumoto - Post a comment
July 11, 2008 : 5:00 PM -- Redback gets new roommates

Enablence Gets a Switch


News Analysis - Craig Matsumoto - Comments (3)
July 10, 2008 : Continuing its spree of small acquisitions, Enablence picks up optical switching technology and gains DuPont as an investor

TranSwitch Sweeps Up Centillium


News Analysis - Craig Matsumoto - Comments (2)
July 10, 2008 : It might not sound huge, but a $42.8M buyout is a big deal for never-profitable Centillium, which can add EPON and VOIP to TranSwitch's portfolio
Comment: Opnext bonus - Craig Matsumoto July 9, 2008

Opnext Steps Up With StrataLight


News Analysis - Craig Matsumoto - Comments (17)
July 9, 2008 : With Finisar and Optium on the verge of combining, Opnext makes a move of its own, acquiring Cisco's favorite 40- and 100-Gig player for $172M

Opnext's Big Move


Valley Wonk - Craig Matsumoto - Comment (1)
July 9, 2008 : 5:35 PM -- Scraps from today's StrataLight deal

New Internet Poison Gets Instant Antidote


News Analysis - Craig Matsumoto - Comments (2)
July 9, 2008 : A new means of hijacking Internet domains through DNS cache poisoning has been uncovered by a researcher - but it's already being treated with a new security patch

TV Loves TelePresence


Valley Wonk - Craig Matsumoto - Post a comment
July 8, 2008 : 4:05 PM -- Cisco spends that much on travel

Avanex's Major Coup


Valley Wonk - Craig Matsumoto - Post a comment
July 7, 2008 : 5:25 PM -- Maybe Jo Major wanted a merger that the board didn't

Don't iDrive


Valley Wonk - Craig Matsumoto - Post a comment
July 7, 2008 : 5:00 PM -- Technically, iPhones and driving no longer mix
Comment: Freescale GPON - Craig Matsumoto July 3, 2008
Comment: Re: MoCA Market - Craig Matsumoto July 3, 2008

Broadcom Breaking Into GPON?


LR Cable News Analysis - Craig Matsumoto - Comments (5)
July 3, 2008 : Not only is the chip giant making a long-awaited move into PON, it's nabbed Alcatel-Lucent (a FiOS supplier) as a customer, according to one analyst

Huawei Preps $2B Handset Handshake


LR Mobile News Analysis - Craig Matsumoto - Post a comment
July 3, 2008 : The company is narrowing its list of potential buyers for a near 50 percent stake in its handset unit

UTStarcom Sheds Some Wireless Weight


News Analysis - Craig Matsumoto - Post a comment
July 1, 2008 : The Personal Communications Division is the latest to go as the struggling company tries to shed non-core businesses to focus on areas like broadband and IPTV

WebEx's Next Step


Valley Wonk - Craig Matsumoto - Post a comment
July 1, 2008 : 12:45 PM -- Aiming for the managed services bucket