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

Posted in August 2007

All (79)           Blog Posts (27)           Comments (52)          
All

Upper Echelon


Valley Wonk - Craig Matsumoto - Post a comment
August 29, 2007 : 5:00 PM -- Patience pays off
Comment: Juniper & SEC - Craig Matsumoto August 29, 2007
Comment: VDSL2 DSLAM - Craig Matsumoto August 28, 2007
Comment: Juniper routers - Craig Matsumoto August 28, 2007

Juniper Settles, SEC Charges


News Analysis - Craig Matsumoto - Comments (2)
August 28, 2007 : The SEC seems content with a settlement over Juniper's stock-options accounting, but it's filed charges against Juniper's former counsel

AlcaLu's Router Run Continues


News Analysis - Craig Matsumoto - Comments (5)
August 28, 2007 : Edge routers continue to shine for Alcatel-Lucent even as the company struggles overall, according to second-quarter market share figures

Holiday Gift Guide


Valley Wonk - Craig Matsumoto - Comments (8)
August 27, 2007 : 12:30 PM -- We've got plenty of cheer to spread
Comment: Digium's OK - Craig Matsumoto August 24, 2007

India Headcount


Valley Wonk - Craig Matsumoto - Post a comment
August 24, 2007 : 3:05 PM -- Cisco vs IBM: Fun with numbers
Comment: Telcordia? - Craig Matsumoto August 24, 2007
Comment: Vitesse future - Craig Matsumoto August 24, 2007

Vitesse Unloads Storage Biz


News Analysis - Craig Matsumoto - Comments (2)
August 24, 2007 : To Vitesse, storage was once a way to bolster sales during a bad telecom run. Now, it's become a way to get $63 million in cash while trimming some operating expenses
Comment: Q Companies - Craig Matsumoto August 23, 2007

The VOIP Count


Valley Wonk - Craig Matsumoto - Comment (1)
August 22, 2007 : 4:20 PM -- Who wants to be the next Vonage?

UbiquiSys, IneoQuest Dominate Top 10 Poll


News Analysis - Craig Matsumoto - Comment (1)
August 22, 2007 : Two longshots are enjoying most of the love – and the hate – in our latest Top 10 poll. Conspiracy theories abound

Telegent Systems Inc.


Startup Spotlight - Craig Matsumoto - Post a comment
August 22, 2007 : Chips for putting mobile TV in your handheld
Comment: The Colony - Craig Matsumoto August 21, 2007
Comment: Re: New idea? - Craig Matsumoto August 21, 2007
Comment: Re: Correction - Craig Matsumoto August 21, 2007
Comment: Who Gets Ample? - Craig Matsumoto August 21, 2007

Ample Gets Trampled


News Analysis - Craig Matsumoto - Comments (2)
August 21, 2007 : The Ethernet chip company and 40-Gbit/s pioneer reportedly has shut down, although its products will live on
Comment: Cisco / Microsoft - Craig Matsumoto August 20, 2007

Cisco (Heart) Microsoft


Valley Wonk - Craig Matsumoto - Comment (1)
August 20, 2007 : 2:00 PM -- We're all friends here
Comment: Skype's answer - Craig Matsumoto August 20, 2007

Luxtera Goes Commercial


News Analysis - Craig Matsumoto - Comment (1)
August 17, 2007 : After years of talking up silicon photonics, the silicon-photonics company has launched its commercial product plans, applying its know-how to data center cabling
Comment: Poll: Top 10 - Craig Matsumoto August 17, 2007
Comment: Re: Top 10 Opto - Craig Matsumoto August 17, 2007
Comment: Skype outage - Craig Matsumoto August 17, 2007

VMware Flies


Valley Wonk - Craig Matsumoto - Post a comment
August 15, 2007 : 4:30 PM -- Anyone got other IPO suggestions? We do
Comment: Re: PBT? - Craig Matsumoto August 15, 2007
Comment: EZchip - Craig Matsumoto August 14, 2007

EZchip Names Cisco, Juniper


News Analysis - Craig Matsumoto - Comments (5)
August 14, 2007 : The network processor company is still small, but it's acknowledging some long-rumored wins with the router giants, saying Juniper in particular will fuel its growth

Cisco Drops New Product Hints


News Analysis - Craig Matsumoto - Comments (17)
August 10, 2007 : Perhaps hoping to counter some concerns about its aging product portfolio, Cisco executives make note of upcoming products in data switching and edge routing
Comment: DBLAM! - Craig Matsumoto August 10, 2007
Comment: "Smoking gun" - Craig Matsumoto August 10, 2007
Comment: Re: Cisco earnings - Craig Matsumoto August 8, 2007
Comment: Re: The Fecord - Craig Matsumoto August 8, 2007
Comment: Re: The Fecord - Craig Matsumoto August 8, 2007

756


Valley Wonk - Craig Matsumoto - Comments (15)
August 8, 2007 : 12:45 PM -- I was there, and I got pictures
Comment: Cisco earnings - Craig Matsumoto August 7, 2007

Cisco Gets Bold With Guidance


News Analysis - Craig Matsumoto - Comments (9)
August 7, 2007 : Forget that '10% to 15%' stuff. After beating Q4 expectations, Cisco now says sales could grow 12% to 17%, starting with the current quarter
Comment: Re: UTStarcom - Craig Matsumoto August 7, 2007
Comment: Re: Avago & PON - Craig Matsumoto August 7, 2007
Comment: Clockwork - Craig Matsumoto August 7, 2007

Cisco's Numbers


Valley Wonk - Craig Matsumoto - Comment (1)
August 7, 2007 : 3:10 PM -- Dull forecasts, upward-slanting stock graphs
Comment: Avago & PON - Craig Matsumoto August 7, 2007

Finisar Goes Ahead With GPON


News Analysis - Craig Matsumoto - Comments (6)
August 7, 2007 : Most big optical players have shunned the low margins of GPON, but Finisar is gung ho about its plans to join the market with devices due out later this year

Cisco Founder Goes Optical


News Analysis - Craig Matsumoto - Comments (2)
August 6, 2007 : Silicon Valley legend Len Bosack is preaching business-owned fiber with XKL, a company that aims to make optical networking simple enough for the enterprise

Intel at 40


Valley Wonk - Craig Matsumoto - Post a comment
August 6, 2007 : 2:15 PM -- Silicon photonics are still aglow
Comment: From 2001 - Craig Matsumoto August 6, 2007
Comment: Anagran - Craig Matsumoto August 6, 2007
Comment: UTStarcom - Craig Matsumoto August 6, 2007

Anagran Promises TLC for TCP


News Analysis - Craig Matsumoto - Comments (15)
August 6, 2007 : Internet pioneer Larry Roberts has unveiled his latest company, Anagran, and its first product, an edge router that claims to control TCP traffic at a more granular level than DPI boxes

UTStarcom Rolls IPTV in India


News Analysis - Craig Matsumoto - Comments (2)
August 6, 2007 : The company's IPTV package isn't getting much play in the West, but it's feeding hundreds of thousands of subscribers in Asia, with India its next target
Comment: Re: xx - Craig Matsumoto August 3, 2007

All Bow to Intel


Valley Wonk - Craig Matsumoto - Post a comment
August 3, 2007 : 12:30 PM -- Conquer your lands with the dual-core processor
Comment: UTStarcom call - Craig Matsumoto August 2, 2007
Comment: BigBand - Craig Matsumoto August 2, 2007
Comment: Re: I Don't Get It! - Craig Matsumoto August 2, 2007
Comment: Re: Say what? - Craig Matsumoto August 2, 2007
Comment: Re: Cisco/Linksys - Craig Matsumoto August 2, 2007

UTStarcom Readies Plan B


News Analysis - Craig Matsumoto - Comment (1)
August 2, 2007 : With options restatements winding down, UTStarcom is crafting its plan to get profitable again, leaning on cost-cutting and the hot IPTV market

Hammerhead Swings $18M More


News Analysis - Craig Matsumoto - Comments (11)
August 1, 2007 : Investors have buckled in for the long haul, as they've got no problem handing Hammerhead a fourth funding round, bringing the startup's total to $98 million

Infinera Smooths Out the Lumps


News Analysis - Craig Matsumoto - Comments (5)
August 1, 2007 : Infinera's making more money than you think. Just add some accounting magic, and Infinera's numbers look a lot more like an enterprise software vendor than a big box maker