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Path 1 Takes the Plunge
News Analysis | 7/31/2003

After years on the bulletin board, IP video firm joins bigger-league Amex today. Here's how it went

Netgear Shares Soar After IPO
LR Mobile News Analysis | 7/31/2003

Netgear follows iPass to market with $98M offering, but don't hold your breath for a rush of 802.11-related IPOs

Quarry Wins First Customer
News Analysis | 7/31/2003

After 4 years, the IP service startup lands a big customer

Broadcom Tackles 10-Gig Copper
News Analysis | 7/31/2003

A new 10-Gigabit Ethernet chip is the lastest attempt to bring prices down and demand up

Cisco Looking for Control?
News Analysis | 7/31/2003

Will it or won't it acquire a session controller startup this year?

ADVA Profits in Q2
News Analysis | 7/31/2003

Metro DWDM equipment vendor benefits from rising demand for Ethernet and storage services

Corvis Solo in Bake-Off Boast
News Analysis | 7/30/2003

Corvis says it's a finalist in the US Government's GIG-BE RFP, but no one else is speaking up

Bookham Transformation Complete
NFOEC News Analysis | 7/30/2003

The ASOC is no more, as Bookham turns its attention to optical components and begins looking beyond telecom

Équipe Switches Paths
News Analysis | 7/30/2003

Équipe takes on IP core routing vendors as it adds native IP support to its multiservice switching platform

P2P & VOIP: Coming Together?
News Analysis | 7/30/2003

Is KaZaA founder Niklas Zennstrom cooking up a dynamic, distributed global VOIP directory based on P2P?

Were MCI Engineers In On It Too?
News Analysis | 7/29/2003

AT&T is claiming fraud ran rife through the engineering organization at MCI, but analysts doubt it

Carrier Revenues Keep Sliding
News Analysis | 7/29/2003

With few exceptions, carrier revenues are down, even as cost cutting continues and quarterly profits roll in

Zhone Cashes In on Tellium, Part II
News Analysis | 7/29/2003

Tellium says its new metro product was the real reason behind the Zhone merger

Ondax Hedges ROADM Bet
NFOEC News Analysis | 7/29/2003

An extra $2M and some test-and-measurement business could help the startup survive if ROADMs don't take off

MCI's 'Creative Routing'
News Analysis | 7/28/2003

As it wades neck-deep in fraud allegations, will anyone trust MCI enough to hand over the keys to their data?

World Wide Packets out of the Woods
News Analysis | 7/28/2003

It's won three protentially big European contracts and is close to getting some more money

Ciena May Be Eyeing Catena
News Analysis | 7/28/2003

As Catena enters trials with SBC, Ciena has taken a liking to the access network, sources say

Contract Manufacturer Eyes Optics
News Analysis | 7/25/2003

BreconRidge's acquisition of Nortel's modules biz shows contract manufacturers are gearing up for photonics

PTT: The New SMS?
LR Mobile News Analysis | 7/25/2003

Can push-to-talk reprise the surprise success of text messaging in Europe?

F5 Buys Into SSL VPNs
News Analysis | 7/25/2003

F5 Networks is getting into the SSL market, but what's the big deal about SSL anyway?

Nortel Still Profitable in 2003
LR Mobile News Analysis | 7/24/2003

In the race with Lucent to get back to the black, Nortel appears to be winning

AFC Profits in Odd Times
News Analysis | 7/24/2003

AFC turns a profit and keeps cutting costs as its customers waffle on access buildouts

Nortel Still Profitable in 2003
News Analysis | 7/24/2003

In the race with Lucent to get back to the black, Nortel appears to be winning

Fibre Channel Market Gets Rattled
News Analysis | 7/24/2003

Cisco's SAN push and other factors are shaking up the status quo, says latest B&S Insider report

AT&T Makes Avici's Quarter
News Analysis | 7/24/2003

Additional revenue from AT&T helps boost Avici's revenues almost 30%, but the company is still losing money

Hammerhead Heads for the Edge
News Analysis | 7/24/2003

A startup with similarities to WaveSmith, TiMetra, and Vivace has emerged from stealth mode

AT&T Firms Up 3G Plans
LR Mobile News Analysis | 7/23/2003

Likely to spend around $144M with Ericsson and Nortel on UMTS network rollout in four cities

ASIP Gets $16M Boost
News Analysis | 7/23/2003

Series C venture funding will help the company ramp manufacturing of lasers for 10-Gbit/s transceivers

RHK Changes CEOs
News Analysis | 7/23/2003

Marc Litvinoff resigns and John Soden, who leads RHK's consulting practice, takes the top job, sources say

Lucent's Revenue, Losses Shrink
LR Mobile News Analysis | 7/23/2003

Lucent reports an 18% decline in revenue for Q3, but its losses decline as well

Lucent's Revenue, Losses Shrink
News Analysis | 7/23/2003

Lucent reports an 18% decline in revenue for Q3, but its losses decline as well

CoSine on Comeback Trail?
News Analysis | 7/23/2003

The company nearly tripled its revenue and is cutting its cash burn rate, but potential shareholder battle looms

Testers Testing More MPLS
NFOEC News Analysis | 7/23/2003

Spirent's the latest to enhance its MPLS and IPv6 gear to handle increased demand in live networks

Transmode, Cisco Duel on CWDM
News Analysis | 7/22/2003

Is a David vs Goliath battle shaping up in the coarse wavelength-division multiplexing market?

Lucent Guides Sprint's EV-DV
LR Mobile News Analysis | 7/22/2003

Next-generation video and voice upgrade is a big part of the $1B deal between Sprint and Lucent

Triple Play Promise at IOCs
News Analysis | 7/22/2003

Calix and Occam announce progress in selling gear for video, data, and voice services to independent operators

BT Piggybacks T-Mobile
LR Mobile News Analysis | 7/22/2003

Former state-owned dinosaur to offer converged fixed and wireless services in the UK with a little help from Fritz

Lucent at a Loss Over Reliance?
News Analysis | 7/22/2003

Market points finger at Reliance Infocomm for revenue shortfall

Tellabs: Life in the Flatlands
News Analysis | 7/22/2003

Tellabs reports modest revenue growth, hefty loss. 'Maybe we have reached the bottom,' CEO says

Riverstone Restates, Stock Falls
News Analysis | 7/22/2003

Riverstone releases its preliminary restated earnings for 2002 and 2003 and resumes trading on Nasdaq... for now

Agere Boasts Win With LG
News Analysis | 7/22/2003

Agere's net processor and switch fabric are finding their way into LG Electronics boxes destined for DSL networks

Sprint Hits the 'Spot
LR Mobile News Analysis | 7/21/2003

Hotspot that is, promises combined billing for 802.11 and cellular customers by 2004

Riverstone Readies Restatement
News Analysis | 7/21/2003

Riverstone admits to accounting irregularities and prepares to restate seven quarters of earnings

Internet Photonics Scores at FiberNet
News Analysis | 7/21/2003

The upstart is doing what Nortel can't (yet) at New York's FiberNet. Is that target on its back getting bigger?

Andrew Swallows Allen
LR Mobile News Analysis | 7/21/2003

A major acquisition establishes Andrew Corp. as the outright market leader in the decidedly unsexy RF subsystems market

Report Sees Metro Ethernet Growth
News Analysis | 7/21/2003

Metro Ethernet's clearly rising, but Infonetics says some forms of it will be more popular than others

Routers Rebuff Hacker Attacks
News Analysis | 7/21/2003

Hackers continue to look for vulnerabilities, but Cisco and several service providers say they haven't succeeded

Cisco's Chambers Gets More Options
News Analysis | 7/18/2003

Cisco gives Chambers 2 million more options, but no pay raise (yet)

Extreme Optimism Boosts Stock
News Analysis | 7/18/2003

Despite continued losses, CEO Gordon Stitt says growth is returning. At least one analyst scratches his head

Ericsson Bets on the Black
LR Mobile News Analysis | 7/18/2003

Swedish vendor gung ho on 2003 profitability goals

Cisco IOS Bug Discovered
News Analysis | 7/17/2003

Service providers have been scrambling to fix a bug in Cisco's IOS that makes DOS attacks more likely

Net.com Triples Profits
News Analysis | 7/17/2003

Net.com's beat the Street... What's lifting it?

Nokia Charge Nips Profits
LR Mobile News Analysis | 7/17/2003

Previously announced restructuring plans take their toll on profits as network misery continues

Path 1 Takes a Public Chance
News Analysis | 7/17/2003

Video-over-IP equipment vendor is hoping a secondary share offering will get it into a big-time stock market

Venture Uptick Coming?
News Analysis | 7/16/2003

Are we seeing one last gasp of the bubble days? Or are there finally some good deals around?

Salira Scores in China; Flexlight Funded
News Analysis | 7/16/2003

Salira's got a passive optical deal, and FlexLight's won $17M in new funding, highlighting fast-PON progress

AMCC Snacks on Cicada Scraps
News Analysis | 7/16/2003

Picks up a piece of Cicada Semiconductor's technology for an undisclosed sum, while announcing an upbeat Q1

New Life for FSO?
News Analysis | 7/16/2003

New deployments, new products, and more funding for startups has brought free-space optics back into the spotlight

US Vendors Down but Not Out
LR Mobile News Analysis | 7/16/2003

Motorola and Lucent report fall in sales, but market keeps the faith for turnaround

Lucent Punts 2003 Profit Pledge
News Analysis | 7/15/2003

A warning blows away Pat Russo's promise of profits this year. Lucent retracts magazine statement UPDATED 7/16 11AM

Startups Back LWAPP
LR Mobile News Analysis | 7/15/2003

Legra, Trapeze, and Aruba are on board... but there could be plenty of 'thrashing about' before draft becomes standard

EC OKs German 3G Net Sharing
LR Mobile News Analysis | 7/15/2003

European Commission to give green light to mmO2/T-Mobile deal

Fiberlink Snares $50M
News Analysis | 7/15/2003

VPN service specialist shows what can happen when you are small, private, and profitable

Is Sprint Rethinking MPLS?
News Analysis | 7/15/2003

As it forges into worldwide IP, Sprint may have to adjust its stance on multiprotocol label switching

Native, Xelerated Secure Funding
News Analysis | 7/14/2003

A pair of deals around $12M apiece caps a busy week for venture announcements

What's Google Worth?
News Analysis | 7/14/2003

Google may have to get in higher gear now that Yahoo is buying Overture -- possibly through merger or IPO

Headcount: Job Market Blues
News Analysis | 7/14/2003

Agility cuts, Jim Fultz joins RBN, Sycamore VP leaves, and Chiaro moves house

Verizon Hits Rocky Road
News Analysis | 7/14/2003

Labor issues loom and there's more competition from AT&T. What's the outlook?

Nokia's Asian Angst
LR Mobile News Analysis | 7/14/2003

Hutchison Hong Kong confirms Nokia base-station problems

Poll: Optimists Reign
News Analysis | 7/14/2003

A recent LR poll shows hopes for an optical recovery, with some reservations

AFC Bags One in Bogotá
News Analysis | 7/14/2003

AFC nudges a Cisco reseller and sells some broadband gear to a Colombian CLEC

Can Global Crossing Be Sold?
News Analysis | 7/11/2003

If the carrier's bid to merge with ST Telemedia falls apart, what's the future hold?

Atrica Raises More Cash
News Analysis | 7/11/2003

Atrica has raises $17 million in funding and adds Intel Capital to its investor list

BellSouth Close to Dishing Deals
News Analysis | 7/11/2003

Sources say it's about to award contracts for an IP Centrex service it plans to launch this fall. Who's in?

Kern Decreases Riverstone Stake
News Analysis | 7/11/2003

Institutional investor Kern Capital has unloaded about half its Riverstone shares, SEC filings indicate

Specialty Fiber About to Blossom?
News Analysis | 7/11/2003

ElectroniCast says there's going to be a big increase in the use of fiber-based optical components

Juniper Beats, Forecast Flat
News Analysis | 7/10/2003

Juniper leads off the Q2 earnings season on an upbeat note but remains 'prudent' about the future

Ciena Dresses Up CoreStream
News Analysis | 7/10/2003

Established long-haul system gets a few improvements to help carriers cut operations costs

Metro DWDM Action Heating Up
News Analysis | 7/10/2003

Photuris may have customers, and Nortel is looking to jump into the action with new metro DWDM gear

Legacy Services Live
News Analysis | 7/10/2003

Probe finds IP VPNs are growing, but Frame Relay and ATM services are still where the money is

UBS: Alcatel Could Win PON RFP
News Analysis | 7/9/2003

Analysts from UBS Investment Research say Alcatel could win big in coming RBOC PON RFP

Gig-E Testers Wear Two Hats
News Analysis | 7/9/2003

Ixia and Spirent, among others, roll out Gigabit Ethernet testers for both fiber and copper UPDATED 7/10 9 AM

Cisco CEO Misquoted
News Analysis | 7/9/2003

Dutch newspaper proves the pen is mightier than the sword after it misquotes John Chambers, sending Cisco stock up

ZettaCom Lands $19M
News Analysis | 7/9/2003

With more funding, ZettaCom hangs on. Other switch fabric vendors won't be so lucky

NexTone Solves Cisco VOIP Shortcoming
News Analysis | 7/8/2003

Its session controller helps VOIP operator Convergia deal with problems managing Cisco gear

MCI Cuts Revenue Outlook
News Analysis | 7/8/2003

The carrier's busy week continues with new guidance and another court settlement proposal

Flarion Hushes on Slush Fund
LR Mobile News Analysis | 7/8/2003

Alternative wireless broadband supplier won't confirm likely T-Mobile trial following VC backing

Extreme's CFO Checks Out
News Analysis | 7/8/2003

Hal Covert's exiting in the midst of underperforming financials and a plummeting share price UPDATED 3:20 PM

Siemens Shifts Softswitch Strategy
News Analysis | 7/8/2003

Its homegrown softswitch has been morphed into an upgrade of its legacy telephone switch

Sprint Stretches Storage Over IP
News Analysis | 7/7/2003

Demonstrates disaster recovery application using FC-over-IP over a distance of 3,600 miles

WLAN Hotspots to Singe City 3G?
LR Mobile News Analysis | 7/7/2003

Report highlights concern that WLAN hotspot rollout could adversely affect metropolitan 3G network investment

MCI Settlement: Too Little?
News Analysis | 7/7/2003

MCI's agreement with the SEC is approved, but doesn't please everyone UPDATED 7/7 4:45 PM

Equant Targets Intruders
News Analysis | 7/7/2003

The worldwide carrier is expanding its suite of managed security services. Who'll glom on?

Redback Sneaks Out Gloomy Forecast
News Analysis | 7/4/2003

Waits until the last moment before the July 4 holiday to announce a big reduction in projected Q2 revenues

TeraCross Shuts Down
News Analysis | 7/4/2003

Another switch fabric startup shuts down, saying the near-term prospects are just too bleak

LWAPP Makes Tracks
LR Mobile News Analysis | 7/3/2003

Airespace-backed 'skinny' access point spec under discussion at the next IETF meeting in Vienna (Ohhhhhhhhhh Vienna!)

Lehman Spots Gov't RFP Surprises
News Analysis | 7/3/2003

Lehman's equity team cites a few notable developments in the DISA horse race

Analyst: Big Shift in Security Spending
News Analysis | 7/3/2003

J.P. Morgan predicts antivirus and firewall security spending to be be flat, as companies spend more on access security

Procket Faces Tough CEO Search
News Analysis | 7/3/2003

The core routing startup is looking for a new CEO, but who would want the job?

Fujitsu Packs in 10GigE
News Analysis | 7/3/2003

Its switch chip reaches new heights for 10-Gig Ethernet, but will it drop prices as quickly as Fujitsu claims?

Cisco Touts Storage-Over-IP Project
News Analysis | 7/2/2003

Unveils real-life example of the technology being used in high performance project UPDATED 7/3 8AM

LR Index Led Rally in 1H 2003
News Analysis | 7/2/2003

It was up 26% in the first half of 2003 -- but was it just a dead-cat bounce or a sign that things are improving?

DLC Shakeout Looms
News Analysis | 7/2/2003

The DLC market is dominated by incumbents, so where does that leave the newer, data-focused players?

NetScreen SSL Move Likely
News Analysis | 7/2/2003

Security player NetScreen wants SSL technology -- will it acquire it or develop it in-house?

Court Chills Icahn's Global X Bid
News Analysis | 7/1/2003

ST Telemedia is still the sole bidder for the majority of Global Crossing's assets, per court ruling today

MMO2 Shows Its Hotspot Hand
LR Mobile News Analysis | 7/1/2003

This European wireless carrier isn't about to wager much on wireless LAN

Nokia Dismisses Network Upturn
LR Mobile News Analysis | 7/1/2003

Chief exec rules out any short-term recovery for infrastructure market - will outsourcing save the day?

Gearmakers Chase Ethernet in Europe
News Analysis | 7/1/2003

Metro gear from several suppliers pushes forward in the Ethernet-over-anything market UPDATED 7/2 12:30PM

Interworking Tops Alliance 'To Do' List
News Analysis | 7/1/2003

VPLS is great, but a survey says getting existing networks to work together is more important

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