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Lucent Breaks Through on Covenants
News Analysis | 8/17/2001

Wall Street shrugs as Lucent has its debt covenants revised and looks forward to profitability in fiscal 2002

Ciena's Nettles: Trends Favor Us
News Analysis | 8/16/2001

As Ciena's stock plummets, Ciena's leader justifies future growth in the optical market

Ciena's Day of Reckoning
News Analysis | 8/16/2001

Long-haul's down, metro hopes are high -- and the Cyras crew has exited stage left

VCs Work a New Angle
News Analysis | 8/16/2001

In the shrinking market, VCs get creative, steering startups toward enterprise customers or unsolved problems

Don't Lose Heart, Says Hundt
News Analysis | 8/15/2001

Former FCC chairman points to fundamentals that indicate the telecom industry will rebound

Caspian Study: The Internet's Exploding
News Analysis | 8/15/2001

Internet guru Larry Roberts says Internet traffic is doubling every six months. Real numbers or just marketing hype?

RPR in the Spotlight
News Analysis | 8/15/2001

Resilient Packet Ring technology provokes a rush of protests, questions, and comments at Opticon 2001

Chang: Optical Invaded by Gypsies, Aliens
News Analysis | 8/14/2001

In Opticon speech, Milton Chang is long on advice for the post-bubble world -- but the crowd is short on laughs

Cogent Bags $200M in Funding?
News Analysis | 8/14/2001

In a grim market, Cogent says it is close to closing a $200 million funding round

Optical Ethernet Angst
News Analysis | 8/14/2001

Opticon's full of Ethernet talk. But IEEE specs are delayed and deployments unannounced. Where's the beef?

Venture Funding Plummets
News Analysis | 8/14/2001

Investing in optical startups continues to drop as corporate funding and vendor financing dries up

Infineon Touts 40-Gig Chips
News Analysis | 8/13/2001

International chip maker unveils a 40-gig framer and mapper chip, the result of $250 million purchase of Catamaran

Ocular Takes On Tellabs
News Analysis | 8/13/2001

Startup Ocular has plans to take on Tellabs and other digital crossconnect leaders with a higher-density device

Report Details Component Slide
News Analysis | 8/13/2001

Optical Oracle survey says turnaround won't happen for three to four quarters, but highlights high-growth areas

A Clear View of DWDM
News Analysis | 8/13/2001

Clear Communications has upped the ante in its aim to rule the optical net management space

Redback Closer to a New CEO
News Analysis | 8/10/2001

Analyst report says Redback will make an announcement within two weeks

Solectron Gets Spanked
News Analysis | 8/10/2001

Just about everyone and their dog has reacted negatively to Solectron's news of a $2.7 billion acquisition

Nortel Feathers Its Nest
News Analysis | 8/10/2001

Nortel shores up its cash position with a $1.5 billion debt offering

Startup Claims Processor Breakthrough
News Analysis | 8/10/2001

IP Semiconductors is about to announce chips that could set new performance levels for OC48 packet processing

Optisphere: Is It Safe?
News Analysis | 8/10/2001

Optisphere says it hasn't been hit by cost cuts yet, though parent company Siemens hasn't finished swinging its axe

Optical Recruitment Gets Real
News Analysis | 8/9/2001

Looking for a fat bonus and a new Beamer? Might want to just think about keeping your job, first

Top Ten Optical Stocks Revisited
News Analysis | 8/9/2001

It's been a long, ugly six months in the market. Time to start from scratch -- with a new list of Top Ten Optical Stocks

Carrier Spending: A Look Ahead
News Analysis | 8/8/2001

SG Cowen has some optimistic predictions about the future of telecom spending

Cisco, Juniper Go to the Mat
News Analysis | 8/8/2001

Cisco's market-share comments bring its rivalry with Juniper back to center stage

Corona Claims 40-Gig First
News Analysis | 8/8/2001

Startup builds an OC768 (40 Gbit/s) link for hooking together telecom equipment. Is it ahead of its time?

Blue Leaf: From Gas to Glass
News Analysis | 8/8/2001

Startup previously involved in gas-detection systems may be developing VCSEL technology for optical networks

Alcatel's Packet Engines Break Down
News Analysis | 8/8/2001

Alcatel halts work on products it acquired through Packet Engines, looks to buy an Ethernet company

Cisco: No Bottom Yet
News Analysis | 8/7/2001

Though it met Wall Street's expectations, Cisco was cautious with financial guidance and growth prospects

ADVA and Siemens Team Up
News Analysis | 8/7/2001

Euro-duo bids to market an optical box to take on ONI Systems and Ciena in the booming metropolitan DWDM market

Codeon Taps Ciena
News Analysis | 8/7/2001

Ties to Corvis CEO David Huber haven't stopped the component startup from becoming Ciena's supplier

LightCross Connects on $30M
News Analysis | 8/7/2001

Components startup led by former Chromatis CEO Bob Barron draws funding from chip foundry

Kodeos Gets Started With $12M
News Analysis | 8/7/2001

VCs Highland Partners and JVP pony up $12 million to fund startup for 10-Gbit/s and 40-Gbit/s transponders

Cabletron, R.I.P.
News Analysis | 8/6/2001

Cabletron ceases to exist, as it morphs into Enterasys after completing the spinoff of Riverstone

Waiting for Cisco
News Analysis | 8/6/2001

Earnings season hasn't been exactly peppy. The market looks for optimism in Cisco's announcement tomorrow

Optical Scythe Swings On
News Analysis | 8/6/2001

The grim reaping continues, with job cuts in the optical industry topping 130,000. Is an end anywhere in sight?

Adapt!
Column | 8/6/2001

Adapt! — Scott Clavenna

Morgenthaler Doubles Down
News Analysis | 8/6/2001

Venture capital firm Morgenthaler raises new $850M fund, expects to dedicate at least 35% to optical

Siemens Weighs Optisphere Options
News Analysis | 8/6/2001

Siemens is scaling back -- and the IPO of Optisphere, it's DWDM equipment subsidiary, is on ice. What next?

Big Bear Comes Out of the Woods
News Analysis | 8/3/2001

Silicon Valley subsystems player names former Tyco executive as CEO, says it plans to build 40-Gbit/s modules

Sorrento Fuels Up
News Analysis | 8/3/2001

Metropolitan DWDM company gets a $32 million cash infusion from institutional investors

IPO Lawsuits Multiply
News Analysis | 8/3/2001

Stratos Lightwave is only the latest in a slew of companies hit by allegations of IPO schemes

Another Redback Resignation
News Analysis | 8/2/2001

Redback's senior VP of operations Kevin Q. Smith has resigned

Six Degrees of Milton Chang
Column | 8/2/2001

Six Degrees of Milton Chang – Paul Kapustka

Startup Makes Waves in VCSEL Market
News Analysis | 8/2/2001

Another player in the 1550 nanometer tunable VCSEL market has emerged – Applied Optoelectronics

Lucent Boosted by Bond Offering
News Analysis | 8/2/2001

Strong demand for Lucent's convertible stock has boosted its stock price and raised hopes for a comeback

ONI CFO Jumps to McLeodUSA
News Analysis | 8/2/2001

Chris Davis leaves after 14 months at ONI, to help in turnaround of struggling carrier

Dell'Oro: Transport Market Down 23%
News Analysis | 8/2/2001

Worldwide DWDM and Sonet/SDH equipment revenues won't begin recovery until 2003

Xebeo to Build a Service-Aware Switch
News Analysis | 8/1/2001

Xebeo, a service-aware switch startup, signs a technology agreement with IBM

High Times for Optical Networking?
News Analysis | 8/1/2001

The optical networking industry is at an all-time low, but 19% of Light Readers are higher than kites, survey shows

Kleiner Perkins Scales Back
News Analysis | 8/1/2001

With two of its companies sold and three out of business, Kleiner Perkins winds down its optical keiretsu

Storage Over WANs: No Plans
News Analysis | 8/1/2001

A poll on Byte and Switch reveals that 51% of repondents have 'no plans' to use wide-area nets for storage traffic

Fabrinet Gets a Flying Start
News Analysis | 8/1/2001

The Thailand-based startup is raking in big bucks doing contract manufacturing of optical components

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