News Analysis - Craig Matsumoto - Comments (3) September 28, 2006 : Revenues for Q3 will fall well short of Zhone's goals, sending the stock tumbling 22% this morning
News Analysis - Craig Matsumoto - Comments (3) September 27, 2006 : Computer problems took out Cisco's ordering systems last week, reportedly for 20 hours – and customers got treated to a repeat performance Tuesday
News Analysis - Craig Matsumoto - Comment (1) September 26, 2006 : Bell Labs continues to dabble in 100-Gbit/s Ethernet experiments, the latest being an ECOC paper claiming 2,000km transmission with the help of Raman amps
News Analysis - Craig Matsumoto - Comments (2) September 26, 2006 : Cisco adds Ethernet demarcation to its portfolio, while ADVA beefs up its demarc boxes, all in the name of making Ethernet carriers happier with the technology's manageability
News Wire Feed - Craig Matsumoto - Post a comment September 25, 2006 : Q3 revenues now look to be in the range of $114 million to $116 million, down from Q2
News Analysis - Craig Matsumoto - Comments (2) September 21, 2006 : The promising ROADM market still doesn't have enough room for all its startups, as Metconnex reportedly has shut down
News Analysis - Craig Matsumoto - Comments (4) September 19, 2006 : The complicated life of Danish/Norwegian/Korean firm Ignis has led it to a supposedly dominant role in South Korea's PON outlay, highlighted by a WDM-PON demo at ECOC
News Analysis - Craig Matsumoto - Comments (17) September 18, 2006 : After years of working on silicon photonics, Intel and UCSB researchers say they've come up with a (mostly) CMOS-based laser that could be mass producible. Don't expect to buy one any time soon, though
News Analysis - Craig Matsumoto - Comments (2) September 14, 2006 : Combinations of the Tellabs 5500 and Tellabs 8800 make a nice template for wireless backhaul, the company claims, pointing to a Cingular deployment as evidence
News Analysis - Craig Matsumoto - Comments (2) September 13, 2006 : The acquisition of Intel units puts the startup on the fast track with renewed credibility and possibly even profitability
News Analysis - Craig Matsumoto - Comments (7) September 12, 2006 : A slim margin of readers say Cisco's optics markups are a bit much – but at least they don't think it should be illegal, based on the latest Light Reading poll
News Analysis - Craig Matsumoto - Comments (5) September 11, 2006 : For a scant $115 million, startup is picking up fragments of Intel's communications business, a long-awaited retreat by Intel from its once promising optical networking plans
News Analysis - Craig Matsumoto - Comments (9) September 8, 2006 : An E320 upgrade helps Juniper answer IPTV concerns and might have had a role in Redback's bad week on the stock market
News Analysis - Craig Matsumoto - Post a comment September 7, 2006 : After valuation takes a 24 percent slap, Redback stock finally calms down, leaving analysts to mull the company's future with Verizon, AT&T, and big-name Asian carriers
News Analysis - Craig Matsumoto - Comments (68) September 6, 2006 : We all know Cisco makes a boatload of cash on optical modules, but how much? One analyst says it was 25% of last year's operating income – enough to make Cisco stock overvalued
News Analysis - Craig Matsumoto - Comments (13) September 6, 2006 : Redback will be trying to recover today after losing 14 percent yesterday, fallout from a report that a Verizon deal might not be imminent
News Analysis - Craig Matsumoto - Comments (7) September 6, 2006 : Cisco claims its KT win for the CRS-1 is proof it's penetrating one of Juniper's big accounts. But Juniper says it isn't – and besides, the real fight may lie outside the network core
News Analysis - Craig Matsumoto - Comments (2) September 5, 2006 : For his next act, former Transmeta exec Doug Laird wanted to tap the idea of reconfigurable chips. That thinking – plus VC connections and nine months of OEM meetings – eventually gave birth to Cswitch
News Analysis - Craig Matsumoto - Comment (1) September 1, 2006 : With 100-Gig Ethernet likely to become a standard, or at least a piece of a standard, industry researchers gathered to share the early ideas of how 100-Gig might actually happen
News Analysis - Craig Matsumoto - Comments (3) September 28, 2006 : Revenues for Q3 will fall well short of Zhone's goals, sending the stock tumbling 22% this morning
News Analysis - Craig Matsumoto - Comments (3) September 27, 2006 : Computer problems took out Cisco's ordering systems last week, reportedly for 20 hours – and customers got treated to a repeat performance Tuesday
News Analysis - Craig Matsumoto - Comment (1) September 26, 2006 : Bell Labs continues to dabble in 100-Gbit/s Ethernet experiments, the latest being an ECOC paper claiming 2,000km transmission with the help of Raman amps
News Analysis - Craig Matsumoto - Comments (2) September 26, 2006 : Cisco adds Ethernet demarcation to its portfolio, while ADVA beefs up its demarc boxes, all in the name of making Ethernet carriers happier with the technology's manageability
News Wire Feed - Craig Matsumoto - Post a comment September 25, 2006 : Q3 revenues now look to be in the range of $114 million to $116 million, down from Q2
News Analysis - Craig Matsumoto - Comments (2) September 21, 2006 : The promising ROADM market still doesn't have enough room for all its startups, as Metconnex reportedly has shut down
News Analysis - Craig Matsumoto - Comments (4) September 19, 2006 : The complicated life of Danish/Norwegian/Korean firm Ignis has led it to a supposedly dominant role in South Korea's PON outlay, highlighted by a WDM-PON demo at ECOC
News Analysis - Craig Matsumoto - Comments (17) September 18, 2006 : After years of working on silicon photonics, Intel and UCSB researchers say they've come up with a (mostly) CMOS-based laser that could be mass producible. Don't expect to buy one any time soon, though
News Analysis - Craig Matsumoto - Comments (2) September 14, 2006 : Combinations of the Tellabs 5500 and Tellabs 8800 make a nice template for wireless backhaul, the company claims, pointing to a Cingular deployment as evidence
News Analysis - Craig Matsumoto - Comments (2) September 13, 2006 : The acquisition of Intel units puts the startup on the fast track with renewed credibility and possibly even profitability
News Analysis - Craig Matsumoto - Comments (7) September 12, 2006 : A slim margin of readers say Cisco's optics markups are a bit much – but at least they don't think it should be illegal, based on the latest Light Reading poll
News Analysis - Craig Matsumoto - Comments (5) September 11, 2006 : For a scant $115 million, startup is picking up fragments of Intel's communications business, a long-awaited retreat by Intel from its once promising optical networking plans
News Analysis - Craig Matsumoto - Comments (9) September 8, 2006 : An E320 upgrade helps Juniper answer IPTV concerns and might have had a role in Redback's bad week on the stock market
News Analysis - Craig Matsumoto - Post a comment September 7, 2006 : After valuation takes a 24 percent slap, Redback stock finally calms down, leaving analysts to mull the company's future with Verizon, AT&T, and big-name Asian carriers
News Analysis - Craig Matsumoto - Comments (68) September 6, 2006 : We all know Cisco makes a boatload of cash on optical modules, but how much? One analyst says it was 25% of last year's operating income – enough to make Cisco stock overvalued
News Analysis - Craig Matsumoto - Comments (13) September 6, 2006 : Redback will be trying to recover today after losing 14 percent yesterday, fallout from a report that a Verizon deal might not be imminent
News Analysis - Craig Matsumoto - Comments (7) September 6, 2006 : Cisco claims its KT win for the CRS-1 is proof it's penetrating one of Juniper's big accounts. But Juniper says it isn't – and besides, the real fight may lie outside the network core
News Analysis - Craig Matsumoto - Comments (2) September 5, 2006 : For his next act, former Transmeta exec Doug Laird wanted to tap the idea of reconfigurable chips. That thinking – plus VC connections and nine months of OEM meetings – eventually gave birth to Cswitch
News Analysis - Craig Matsumoto - Comment (1) September 1, 2006 : With 100-Gig Ethernet likely to become a standard, or at least a piece of a standard, industry researchers gathered to share the early ideas of how 100-Gig might actually happen
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