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News & Views
Content posted in October 2003
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Components Execs Eye Profits
News Analysis  | 
10/24/2003  |  4 comments
Earnings results reveal bumpy ride along the bottom, but some companies have pared their way back toward profit
Nortel Keeps to Profit Path
News Analysis  | 
10/23/2003  |  41 comments
Nortel beats profit expectations, but a puzzling mistatement of liabilities throws a wrench in the conference call
UTStarcom Defies Gravity
News Analysis  | 
10/23/2003  |  Post a comment
Alameda, Calif., company keeps making a tidy profit as the Asian broadband explosion continues
UTStarcom Defies Gravity
LR Mobile News Analysis  | 
10/23/2003  |  Post a comment
Alameda, Calif., company keeps making a tidy profit, due largely to its PAS wireless phone business
Level 3 Wary of VOIP Regulation
News Analysis  | 
10/23/2003  |  3 comments
Reports a narrower net loss for the quarter and is cautious of the upcoming politics around VOIP regulation
Report Tracks Broadband Boom
News Analysis  | 
10/23/2003  |  Post a comment
Wachovia says broadband services are growing by double digits, with big expansion likely in US and China
Can Traffic Managers Save the World?
News Analysis  | 
10/23/2003  |  Post a comment
Agere CTO tells NPC West that traffic manager chips are the key to the next wave of carrier growth
IP.access Builds Up T-Mobile
LR Mobile News Analysis  | 
10/23/2003  |  Post a comment
Mini-base-station vendor wins T-Mobile USA contract in market's first high-profile deal
Sprint Pays for Wireless Foray
LR Mobile News Analysis  | 
10/23/2003  |  Post a comment
One-time charge takes carrier into the red, but stock rises as Sprint raises its guidance and cuts costs
Foundry Revenues Are Up
News Analysis  | 
10/23/2003  |  7 comments
Pushed revenues higher, increased cash position, increased gross margins. All that's missing is the guidance
Wireless IDS Is All the Rage
LR Mobile News Analysis  | 
10/22/2003  |  Post a comment
Intrusion detection is the latest requirement for 802.11 security, but vendors differ on how to implement it
Oplink Plucks RedClover
News Analysis  | 
10/22/2003  |  7 comments
For just $250,000 in cash, Oplink acquires technology for cleaning up 10-Gbit/s signals
UK Carriers Get Wake-Up Call
LR Mobile News Analysis  | 
10/22/2003  |  Post a comment
You're... bzzt... breaking up... again
Lucent's Back in Black
LR Mobile News Analysis  | 
10/22/2003  |  Post a comment
Net income of 2 cents per share marks Lucent's first profitable quarter in over three years
Lucent's Back in Black
News Analysis  | 
10/22/2003  |  6 comments
Net income of 2 cents per share marks Lucent's first profitable quarter in over three years
BellSouth Profit Climbs 46%
News Analysis  | 
10/22/2003  |  2 comments
Finally, some good news from an RBOC! BellSouth's Latin American business drives growth in Q3
Avici Boosts Top Line
News Analysis  | 
10/22/2003  |  5 comments
The company's Q3 shows an improved revenue picture, but it's still losing money and refusing to give guidance
DOD Test-Fires IPv6
News Analysis  | 
10/22/2003  |  Post a comment
The US Department of Defense has teamed with equipment vendors and carriers to assess IPv6 interoperability
AFC Hits Profits, Drops Hints
News Analysis  | 
10/21/2003  |  Post a comment
Access vendor plays coy on FTTP info, but hints that it is solidly in the door for the big RBOC RFP
Startups Spout Bravado at NPC West
News Analysis  | 
10/21/2003  |  Post a comment
Net processor startup Bay Micro claims it's about to be profitable, while EZchip adds another customer
No Glee in SBC Q3
News Analysis  | 
10/21/2003  |  1 comment
Access line losses, high pension costs, and stiff wireless competition make for a disappointing quarter
Vivato's Two-Way AP Play
LR Mobile News Analysis  | 
10/21/2003  |  25 comments
Vivato fills in the gaps with a dual-purpose access point... or bridging box... or router... or something
FTTP Bidders Slashing Prices?
News Analysis  | 
10/21/2003  |  76 comments
Equipment players say that below cost bids, or forward pricing, is among the tactics used in the big FTTP RFP
Neoteris Scores Service Provider Win
News Analysis  | 
10/21/2003  |  Post a comment
The newly acquired Neoteris has announced a deal with TManage for its SSL virtual private network technology
AT&T's Q3 a Real Puzzler
News Analysis  | 
10/21/2003  |  Post a comment
Q3 earnings rose for AT&T, but there was a catch. Not another accounting scandal, surely?
Hotspots Heat Up
LR Mobile News Analysis  | 
10/21/2003  |  Post a comment
Europe and the US prep for the impending hotspot frenzy
Cisco Starts Picking XFP
News Analysis  | 
10/20/2003  |  10 comments
Bookham's Ignis acquisition wasn't just for products, it seems: Ignis seems to have won Cisco qualification
Symantec Acquires SafeWeb
News Analysis  | 
10/20/2003  |  2 comments
Follows the lead of F5 Networks and NetScreen with its acquisition of SSL VPN startup SafeWeb for $26M
NetScreen Firewall Gets Smart
News Analysis  | 
10/20/2003  |  Post a comment
A year after it acquired OneSecure, NetScreen has integrated that company's technology into its firewalls
Lucent: The Truth Hurts
Heavy Lifting Analyst Notes  | 
10/20/2003  |  Post a comment
The folks at Lucent take issue with our failure prognostication – We'll stick with it
Elata Bites Into Orange
LR Mobile News Analysis  | 
10/20/2003  |  Post a comment
High-profile French deal answers critic concerns
Aruba's Mini-Switch
LR Mobile News Analysis  | 
10/20/2003  |  2 comments
Switch startup ships 'WiFi mux' and adds security software upgrades
Reliance Suppliers Get Psyched
News Analysis  | 
10/20/2003  |  Post a comment
Reliance Infocomm's acquisition of FLAG could mean more opportunity for metro Ethernet companies such as Atrica
Qwest's Future Qwestionable
News Analysis  | 
10/17/2003  |  4 comments
Qwest's restated earnings add over $2B in losses; analysts mull the consequences
Xponent Wraps Up $18M
News Analysis  | 
10/17/2003  |  4 comments
Investors pump more bucks into a startup that aims to simplify photonics packaging
Give a Dog a Fone
LR Mobile News Analysis  | 
10/17/2003  |  Post a comment
Are you Bow-Lingual?
Zarlink Loses Its Telecom Nerve
News Analysis  | 
10/17/2003  |  10 comments
CEO Pat Brockett slashes R&D for networking chips, saying he can't wait so long for product revenues
Acterna's Extreme Makeover
News Analysis  | 
10/17/2003  |  3 comments
Acterna's emerging from Chapter 11 and aiming for a market with fewer wrinkles and longer lifelines
Euro Carriers: 3G's Not Ready
LR Mobile News Analysis  | 
10/17/2003  |  Post a comment
European carriers are in no hurry to launch 3G services, blaming delays on immature technology
Motorola Stuck on C-Port
News Analysis  | 
10/17/2003  |  15 comments
A promised traffic manager and 10-Gbit/s network processor will be arriving at least 18 months late
Check Point Enters Box Market
News Analysis  | 
10/16/2003  |  Post a comment
Check Point has entered the security appliance market, which could strain its relationship with partner Nokia
Speculations Boost AFC
News Analysis  | 
10/16/2003  |  Post a comment
Wagers stack up as analysts say Advanced Fibre Communications has won a coveted Verizon RFP for FTTP
Strix Tucks $15M in Trousers
LR Mobile News Analysis  | 
10/16/2003  |  Post a comment
'Smart' access point startup gets more funding to engorge marketing department with new blood
Nokia's Mixed Blessings
LR Mobile News Analysis  | 
10/16/2003  |  Post a comment
Nokia's network business finally reports modest profit, despite falling sales
Incumbents Converge on Convergence
News Analysis  | 
10/16/2003  |  5 comments
It's unanimous: The telecom world is converging on an IP/MPLS core. But not everyone has the tools to get there
Headcount: The Party's Over
News Analysis  | 
10/16/2003  |  111 comments
Calient furloughs, Nauticus shuts down, Netscreen merges, and much, much more
Net.com Hits Rough Road
News Analysis  | 
10/16/2003  |  Post a comment
Ends a run of eight consecutive quarters of sequential revenue growth; CEO Whyte discloses a lost RBOC deal
LEAPing Attack Tools, Batman!
LR Mobile News Analysis  | 
10/15/2003  |  1 comment
Tools designed to hack Cisco's LEAP security code are now appearing on the Web
Carriers Give FTTP Update
News Analysis  | 
10/15/2003  |  34 comments
BellSouth, Verizon, and SBC say they'll start taking gear into their labs in November
Nokia Denies Network Sell-Off
LR Mobile News Analysis  | 
10/15/2003  |  Post a comment
Finnish giant denies plans to abandon network market following 'inaccurate' press reports
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