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News Analysis - Craig Matsumoto - Comment (1)
August 31, 2006 : Revenues grew in Q4 but might be flat in Q1, a speed bump in JDSU's progress that sent its shares reeling 15% in after-hours trading
News Analysis - Craig Matsumoto - Comment (1)
August 30, 2006 : After taking a beating at the helm of Sun Microsystems' storage division, Mark Canepa is moving in as Extreme Networks' new CEO
News Analysis - Craig Matsumoto - Comments (2)
August 29, 2006 : The struggling optical components company's Q4 report has been delayed, but the news is good, as revenues should beat analyst estimates
News Analysis - Craig Matsumoto - Comments (2)
August 28, 2006 : WAN acceleration firm launches a product with 4-Gbit/s throughput to support larger installations; new software adds QOS and other capabilities
News Analysis - Craig Matsumoto - Comments (20)
August 25, 2006 : Sources say Force10 is raising another $50 million, most of it already committed, to tide it over until the long-awaited IPO can come around
News Analysis - Craig Matsumoto - Comments (14)
August 24, 2006 : Force10 isn't giving reasons for the apparent delay in its initial public offering. But a glance at the current IPO environment offers some possible answers
News Analysis - Craig Matsumoto - Comments (2)
August 23, 2006 : Having hitched its star to Advanced Switching Interconnect, chip startup StarGen is reversing course, shutting down that product line and reportedly laying off most staff
News Analysis - Craig Matsumoto - Comments (3)
August 22, 2006 : 10-Gbit/s XFP modules and InfiniBand clusters are among the target markets for startup Luxtera's CMOS-based optical chips, but the company also sees possibilities in the consumer realm
LR Mobile News Analysis - Craig Matsumoto - Post a comment
August 22, 2006 : An analysis of products, especially in CDMA, leads another analyst to take potshots at the proposed merger
News Analysis - Craig Matsumoto - Comments (7)
August 22, 2006 : Another analyst has come out against the Alcatel/Lucent merger, saying the price is too high given Lucent's CDMA situation and the amount of product overlap between the companies
News Analysis - Craig Matsumoto - Comment (1)
August 21, 2006 : The latest report from Heavy Reading updates the burgeoning ATCA (and AMC and MicroTCA) world, finding an increasing number of vendors pledging support for the standards
News Analysis - Craig Matsumoto - Comments (17)
August 18, 2006 : We've all heard about problems with Lucent's pension overhang and the complications of selling Bell Labs to a French company. But one analyst thinks these issues make the Alcatel-Lucent deal worth re-evaluating
News Analysis - Craig Matsumoto - Comment (1)
August 18, 2006 : Shares fall 8% after hours as Marvell turns in a lowball Q2 and a weak Q3 forecast. Some of the blame rests on 802.11n, which is off to a slow start
News Analysis - Craig Matsumoto - Comments (7)
August 17, 2006 : An urgent push for bandwidth is helping drive a new generation of chips and, hopefully, the next wave of telecom services, according to speakers at Light Reading's 'Next-Gen Networking Chips' event
News Analysis - Craig Matsumoto - Comments (3)
August 17, 2006 : Some 'digestion of capacity' and a slowing of spending at Cingluar could affect Ericsson's wireless revenues near-term, one analyst thinks. But the company could finish the year strong nonetheless
News Analysis - Craig Matsumoto - Comment (1)
August 16, 2006 : The vulnerability in Cisco's PIX firewall, disclosed at this month's Black Hat conference, remains a mystery, as Cisco says it can't replicate the problem
News Analysis - Craig Matsumoto - Comments (2)
August 16, 2006 : Redback gets a boost after an internal investigation into stock options turns up only minimal changes to the company's earnings statements
News Analysis - Craig Matsumoto - Comment (1)
August 15, 2006 : Leap Wireless chooses Huawei for a 3G rollout to three cities in the US. It's not the biggest of deals, but for Huawei, it's an important start
News Analysis - Craig Matsumoto - Post a comment
August 15, 2006 : As FPGAs continue to muscle into traditional ASIC territory, there's some hope for network processors as well, according to the latest Components Insider survey
News Analysis - Craig Matsumoto - Comments (8)
August 14, 2006 : It's not ready to take over the world yet, but open-source networking from the likes of Digium and Vyatta could mark some changes for Cisco and other incumbents
News Analysis - Craig Matsumoto - Comments (30)
August 11, 2006 : Mysterious startup Nuova Systems is now 80% owned by Cisco, marking a homecoming for Mario Mazzola and the other execs who ran Cisco's Andiamo spin-in
News Analysis - Craig Matsumoto - Comments (4)
August 10, 2006 : Juniper, as officials warned last month, will have to restate earnings due to the stock options scandal. Changes will date back to January 2003
News Analysis - Craig Matsumoto - Comments (9)
August 9, 2006 : The company sells the former Dialogic to Eicon Networks and hints that network processors and optical networking are safe under the ongoing restructuring
News Analysis - Craig Matsumoto - Comments (3)
August 8, 2006 : Q4 revenues complete a good fiscal year for Cisco, with officials saying orders going into 2007 are looking solid, too
News Analysis - Craig Matsumoto - Comments (8)
August 7, 2006 : Recently announced Ethernet-over-copper capabilities at BellSouth are a feather in gear vendor Hatteras's cap, but the other two RBOCs say fiber suits them fine for now
News Analysis - Craig Matsumoto - Comment (1)
August 4, 2006 : As the Black Hat conference winds down in Las Vegas, a German researcher notes a security hole in Cisco's PIX firewall. Cisco is investigating
News Analysis - Craig Matsumoto - Comments (4)
August 4, 2006 : AMCC announces plans to absorb 10-Gbit/s chip vendor Quake for $69 million cash and, separately, produces a ray of good earnings news
News Analysis - Craig Matsumoto - Comments (24)
August 3, 2006 : The turnaround at Bookham continues to be a slow process, as the company misses Q4 estimates and sees its shares fall another 12%
News Analysis - Craig Matsumoto - Comments (5)
August 3, 2006 : For the third quarter running, Extreme reports declining revenues, sending the stock down another 8%
News Analysis - Craig Matsumoto - Comments (2)
August 2, 2006 : Some promising new products are in the works, but for now, Centillium's DSL, VOIP, and PON businesses add up to declining revenues in Q2 and Q3, news that sent the stock tumbling 25%
News Analysis - Craig Matsumoto - Comments (2)
August 2, 2006 : Vonage is giddy about nearly doubling its subscribers during the past year, but continued marketing costs and high churn add up to an earnings miss
News Analysis - Craig Matsumoto - Post a comment
August 1, 2006 : It's going to be a flat quarter for Ikanos and a down quarter for Mindspeed, giving investors reason to knock the stocks down 20% and 14%, respectively
Blog Posts
News Analysis - Craig Matsumoto - Comment (1)
August 31, 2006 : Revenues grew in Q4 but might be flat in Q1, a speed bump in JDSU's progress that sent its shares reeling 15% in after-hours trading
News Analysis - Craig Matsumoto - Comment (1)
August 30, 2006 : After taking a beating at the helm of Sun Microsystems' storage division, Mark Canepa is moving in as Extreme Networks' new CEO
News Analysis - Craig Matsumoto - Comments (2)
August 29, 2006 : The struggling optical components company's Q4 report has been delayed, but the news is good, as revenues should beat analyst estimates
News Analysis - Craig Matsumoto - Comments (2)
August 28, 2006 : WAN acceleration firm launches a product with 4-Gbit/s throughput to support larger installations; new software adds QOS and other capabilities
News Analysis - Craig Matsumoto - Comments (20)
August 25, 2006 : Sources say Force10 is raising another $50 million, most of it already committed, to tide it over until the long-awaited IPO can come around
News Analysis - Craig Matsumoto - Comments (14)
August 24, 2006 : Force10 isn't giving reasons for the apparent delay in its initial public offering. But a glance at the current IPO environment offers some possible answers
News Analysis - Craig Matsumoto - Comments (2)
August 23, 2006 : Having hitched its star to Advanced Switching Interconnect, chip startup StarGen is reversing course, shutting down that product line and reportedly laying off most staff
News Analysis - Craig Matsumoto - Comments (3)
August 22, 2006 : 10-Gbit/s XFP modules and InfiniBand clusters are among the target markets for startup Luxtera's CMOS-based optical chips, but the company also sees possibilities in the consumer realm
LR Mobile News Analysis - Craig Matsumoto - Post a comment
August 22, 2006 : An analysis of products, especially in CDMA, leads another analyst to take potshots at the proposed merger
News Analysis - Craig Matsumoto - Comments (7)
August 22, 2006 : Another analyst has come out against the Alcatel/Lucent merger, saying the price is too high given Lucent's CDMA situation and the amount of product overlap between the companies
News Analysis - Craig Matsumoto - Comment (1)
August 21, 2006 : The latest report from Heavy Reading updates the burgeoning ATCA (and AMC and MicroTCA) world, finding an increasing number of vendors pledging support for the standards
News Analysis - Craig Matsumoto - Comments (17)
August 18, 2006 : We've all heard about problems with Lucent's pension overhang and the complications of selling Bell Labs to a French company. But one analyst thinks these issues make the Alcatel-Lucent deal worth re-evaluating
News Analysis - Craig Matsumoto - Comment (1)
August 18, 2006 : Shares fall 8% after hours as Marvell turns in a lowball Q2 and a weak Q3 forecast. Some of the blame rests on 802.11n, which is off to a slow start
News Analysis - Craig Matsumoto - Comments (7)
August 17, 2006 : An urgent push for bandwidth is helping drive a new generation of chips and, hopefully, the next wave of telecom services, according to speakers at Light Reading's 'Next-Gen Networking Chips' event
News Analysis - Craig Matsumoto - Comments (3)
August 17, 2006 : Some 'digestion of capacity' and a slowing of spending at Cingluar could affect Ericsson's wireless revenues near-term, one analyst thinks. But the company could finish the year strong nonetheless
News Analysis - Craig Matsumoto - Comment (1)
August 16, 2006 : The vulnerability in Cisco's PIX firewall, disclosed at this month's Black Hat conference, remains a mystery, as Cisco says it can't replicate the problem
News Analysis - Craig Matsumoto - Comments (2)
August 16, 2006 : Redback gets a boost after an internal investigation into stock options turns up only minimal changes to the company's earnings statements
News Analysis - Craig Matsumoto - Comment (1)
August 15, 2006 : Leap Wireless chooses Huawei for a 3G rollout to three cities in the US. It's not the biggest of deals, but for Huawei, it's an important start
News Analysis - Craig Matsumoto - Post a comment
August 15, 2006 : As FPGAs continue to muscle into traditional ASIC territory, there's some hope for network processors as well, according to the latest Components Insider survey
News Analysis - Craig Matsumoto - Comments (8)
August 14, 2006 : It's not ready to take over the world yet, but open-source networking from the likes of Digium and Vyatta could mark some changes for Cisco and other incumbents
News Analysis - Craig Matsumoto - Comments (30)
August 11, 2006 : Mysterious startup Nuova Systems is now 80% owned by Cisco, marking a homecoming for Mario Mazzola and the other execs who ran Cisco's Andiamo spin-in
News Analysis - Craig Matsumoto - Comments (4)
August 10, 2006 : Juniper, as officials warned last month, will have to restate earnings due to the stock options scandal. Changes will date back to January 2003
News Analysis - Craig Matsumoto - Comments (9)
August 9, 2006 : The company sells the former Dialogic to Eicon Networks and hints that network processors and optical networking are safe under the ongoing restructuring
News Analysis - Craig Matsumoto - Comments (3)
August 8, 2006 : Q4 revenues complete a good fiscal year for Cisco, with officials saying orders going into 2007 are looking solid, too
News Analysis - Craig Matsumoto - Comments (8)
August 7, 2006 : Recently announced Ethernet-over-copper capabilities at BellSouth are a feather in gear vendor Hatteras's cap, but the other two RBOCs say fiber suits them fine for now
News Analysis - Craig Matsumoto - Comment (1)
August 4, 2006 : As the Black Hat conference winds down in Las Vegas, a German researcher notes a security hole in Cisco's PIX firewall. Cisco is investigating
News Analysis - Craig Matsumoto - Comments (4)
August 4, 2006 : AMCC announces plans to absorb 10-Gbit/s chip vendor Quake for $69 million cash and, separately, produces a ray of good earnings news
News Analysis - Craig Matsumoto - Comments (24)
August 3, 2006 : The turnaround at Bookham continues to be a slow process, as the company misses Q4 estimates and sees its shares fall another 12%
News Analysis - Craig Matsumoto - Comments (5)
August 3, 2006 : For the third quarter running, Extreme reports declining revenues, sending the stock down another 8%
News Analysis - Craig Matsumoto - Comments (2)
August 2, 2006 : Some promising new products are in the works, but for now, Centillium's DSL, VOIP, and PON businesses add up to declining revenues in Q2 and Q3, news that sent the stock tumbling 25%
News Analysis - Craig Matsumoto - Comments (2)
August 2, 2006 : Vonage is giddy about nearly doubling its subscribers during the past year, but continued marketing costs and high churn add up to an earnings miss
News Analysis - Craig Matsumoto - Post a comment
August 1, 2006 : It's going to be a flat quarter for Ikanos and a down quarter for Mindspeed, giving investors reason to knock the stocks down 20% and 14%, respectively
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