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News & Views
Content posted in July 2004
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F5 Busts Out With Big Numbers
News Analysis  | 
7/22/2004  |  Post a comment
Not all earnings news is dreary: F5 Networks beats estimates, raises guidance, and talks about its product plans
Agere Stung by 3G (Again)
News Analysis  | 
7/21/2004  |  3 comments
Forecasting zero revenues from 3G chips this quarter, Agere continues to be haunted by the Hutchison 3G rollout
Agere Stung by 3G (Again)
LR Mobile News Analysis  | 
7/21/2004  |  Post a comment
Forecasting zero revenues from 3G chips this quarter, Agere continues to be haunted by the Hutchison 3G rollout
Tellabs Calm Over AFC Hiccup
News Analysis  | 
7/21/2004  |  Post a comment
CEO plays down AFC's FTTP contract troubles with Verizon, says acquisition still makes sense
Lucent Follows Profit Path
LR Mobile News Analysis  | 
7/21/2004  |  Post a comment
Puts together its fourth consecutive quarter of profits and generates $100M in cash, mostly from mobile
Lucent Continues Down Profit Path
News Analysis  | 
7/21/2004  |  2 comments
Puts together its fourth consecutive quarter of profits and generates $100M in cash, mostly from mobile
France Telecom in Scrap Over State Aid
News Analysis  | 
7/21/2004  |  Post a comment
France Telecom says the EC's decision that the carrier received illicit state aid 'lacks any economic or legal basis'
Report: Carriers Crave VOIP Gear
News Analysis  | 
7/21/2004  |  Post a comment
Spending on next-gen voice equipment to ramp up to $4.8 billion by 2007, according to Infonetics projections
Ericsson Impresses Again
LR Mobile News Analysis  | 
7/21/2004  |  Post a comment
Swedish vendor talks up future growth off the back of Q2 profit
MCI Goes Ethernet Crazy
News Analysis  | 
7/20/2004  |  Post a comment
The IXC unveils an ambitious packet-network plan including Ethernet pipes and pseudowires at the customer premises
Lucent Lands Lambdas at Verizon
News Analysis  | 
7/20/2004  |  5 comments
First big contract for the new long-haul platform shows carriers want ROADMs – and maybe 40 Gig?
Telcordia Sues Alcatel, Cisco, Lucent
News Analysis  | 
7/20/2004  |  6 comments
Files patent infringement charges against three of the sector's biggest companies. Could others be in the firing line?
Orange Misses PTT Push
LR Mobile News Analysis  | 
7/20/2004  |  Post a comment
Carrier lags on target date for launch of Europe’s first commercial PTT-type service
Sonus Soothes Numbers Nerves
News Analysis  | 
7/20/2004  |  Post a comment
Share price rebounds as softswitch vendor completes financial review and plans restatements
CacheLogic: Another P-Cube?
News Analysis  | 
7/19/2004  |  20 comments
The startup says its software-based P2P traffic analyzer can compete with hardware-based appliances
Verizon's FTTP Texas Feeler
News Analysis  | 
7/19/2004  |  39 comments
After spending like mad in Keller, Verizon promises phone and data service starting at $34.95 a month
Airespace Gets More VC
LR Mobile News Analysis  | 
7/19/2004  |  Post a comment
But rumors of the CEO's departure appear to be greatly exaggerated
Procket Reaches 'End of Life'
News Analysis  | 
7/19/2004  |  81 comments
PRO/8800, we hardly knew ye: Cisco has made it official that the routers won't survive the acquisition
P-Cube Tiptoes Into the Top Ten
News Analysis  | 
7/19/2004  |  Post a comment
Now that Telica has reached the land of liquidity, we've added P-Cube to the Top Ten List
BT Talks Up FMCA
News Analysis  | 
7/19/2004  |  Post a comment
BT-led Fixed-Mobile Convergence Alliance joins the growing list of marketing, er, industry forums
Enterprises: We Want Our Ethernet!
News Analysis  | 
7/16/2004  |  1 comment
Heavy Reading survey reveals crush of demand for services, but stingy enterprises want serious bang for the buck
Headcount: Fair Warning
News Analysis  | 
7/16/2004  |  12 comments
Nortel predicts cost cutting, Cisco reorgs, Extel goes indirect, and much more
BT Talks Up FMCA
LR Mobile News Analysis  | 
7/16/2004  |  Post a comment
BT-led Fixed-Mobile Convergence Alliance joins the growing list of marketing – er... industry forums
Telcordia Pockets Patent Payment
News Analysis  | 
7/16/2004  |  Post a comment
Telcordia's revenues continue to shrink, but Marconi settles an outstanding patent infringement payment of $21M
Appian Goes to Auction
News Analysis  | 
7/16/2004  |  1 comment
Assets from the shuttered startup go on the block in October. Anybody need a foosball table?
PMC-Sierra Targets IP DSLAMs
News Analysis  | 
7/16/2004  |  2 comments
Unannounced IP/ATM chip would target the wave of IP-based boxes expected to hit in 2006
P-Cube Eyes Incumbents
LR Mobile News Analysis  | 
7/16/2004  |  Post a comment
Further partnerships expected following UTStarcom deal and Nortel scuttlebutt
Roving Planet Mixes It in Cities
LR Mobile News Analysis  | 
7/15/2004  |  Post a comment
Its WLAN gear is targeting both public and private users in five municipalities
Cisco's Reorg: What It Means
News Analysis  | 
7/15/2004  |  7 comments
Cisco looks to be putting on a more serious customer face as it puts a marketing specialist in the CTO chair
VocalTec Wakes Up
News Analysis  | 
7/15/2004  |  Post a comment
Vendor revamps its VOIP product portfolio, but it could be too little, too late
Juniper's Infranet Takes Baby Steps
News Analysis  | 
7/15/2004  |  15 comments
The high-concept dream of ubiquitous QOS and security is gaining fans, but can it fly without Cisco?
ATM & MPLS Forums Merge
News Analysis  | 
7/15/2004  |  8 comments
'I told you so' may be heard from folk who think MPLS has turned into another ATM anyhow
Corrigent Lands KDDI
News Analysis  | 
7/15/2004  |  Post a comment
Packet ADM specialist lands another deal with a Japanese carrier for triple-play network
Nokia Slumps on Q2 Results
LR Mobile News Analysis  | 
7/15/2004  |  Post a comment
Stock plummets on 5% drop in sales
Skype Signs Up Carrier Partners
News Analysis  | 
7/15/2004  |  1 comment
Set to announce carrier deals, including one with Level 3, for its planned commercial service
Verizon Wrangles Remote DSLAMs
News Analysis  | 
7/14/2004  |  Post a comment
RFP calls for remote DSLAMs for the carrier's out-of-reach customers, creating an opportunity for smaller vendors
WiMax: Last Mile Smiles
LR Mobile Column  | 
7/14/2004  |  Post a comment
WiMax: Last Mile Smiles It's hard not to be excited about WiMax – it may be the best thing that's happened to the fixed wireless access market since... well, forever
Marconi Moons Over Crescent
News Analysis  | 
7/14/2004  |  1 comment
Vendor opens new development center and hires former Crescent CTO James Luciani
P2P Gets Serious
News Analysis  | 
7/14/2004  |  Post a comment
BitTorrent has replaced KaZaA as the P2P protocol of choice, and it's even being used for commercial applications
Siemens Sticks to WiMax
LR Mobile News Analysis  | 
7/14/2004  |  Post a comment
Says successful Alvarion partnership won’t affect development of its own WiMax kit
The Long Wait for WiMax
LR Mobile News Analysis  | 
7/14/2004  |  1 comment
Is the wait for WiMax certification causing carriers to delay investment?
Juniper Surprises With Q2
News Analysis  | 
7/13/2004  |  10 comments
Blows past estimates, as CEO Kriens decries rumors of NetScreen trouble and preaches the Infranet Gospel
Pannaway's Colonial B-RAS
News Analysis  | 
7/13/2004  |  Post a comment
Shop of Cabletron refugees plots path through IP access market with new broadband router, historical outlook
Updates on Parade
LR Mobile News Analysis  | 
7/13/2004  |  Post a comment
There's no rest for the wireless wonks at AirMagnet, Engim, and Meru as they update for the summer
Why Sonet Chips Are Sexy
Column  | 
7/13/2004  |  39 comments
Tumbling chipset prices are having a HUGE effect on telecom infrastructure
VCs Pump $10M Into NexTone
News Analysis  | 
7/13/2004  |  Post a comment
Session border controller startup boosts its cash balance as it heads for showdown with major players
Shares Slump as Adtran Hits
News Analysis  | 
7/13/2004  |  1 comment
The company meets expectations and executives tell a DSL growth story, but conservative guidance tempers enthusiasm
Lucent Scores $5B Verizon Deal
News Analysis  | 
7/13/2004  |  9 comments
Wins massive upgrade contract for carrier’s wireless voice and data network
Lucent Scores $5B Verizon Deal
LR Mobile News Analysis  | 
7/13/2004  |  Post a comment
Wins massive upgrade contract for carrier’s wireless voice and data network
A Whole Pack of Leaders
Heavy Lifting Analyst Notes  | 
7/13/2004  |  Post a comment
In the market for 3G wireless kit, the big names are divided by razor-thin mindshare margins
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