Ciena Win Rekindles Long-Haul Hopes
The deal points to a general pickup in long-haul transport applications, according to Rob Adams, the company's VP of core transport product line management and product marketing. He says Ciena is seeing a greater number of long-haul RFPs, mostly from carriers outside the U.S.
"We are seeing a number of different applications, including everything from wireless backhaul to triple-play applications," he explains. There is also a greater amount of potential business in the traditional applications such as "backhauling DSLAMs and Internet telephony."
That Ciena's current customers are buying again is a good sign. It was only a few months ago that the vendor was stung by delays in CoreDirector deployments -- delays so significant that Ciena missed its quarterly revenue goals (see Ciena Warns of Revenue Miss). Ciena says the deal with Telmex is also significant because of the use of the CoreDirector's new(ish) Gigabit Ethernet Line Module to provide point-to-point or point-to-multipoint data services (see Ciena Drums Up Data Strategy and Ciena Previews Data Enchancements).
Ciena, however, couldn't be more specific about the applications enabled by the Ethernet module. Likewise, the vendor was forbidden to talk about the size of the deployment and the revenues it could expect as a result of the additional business.
What we do know is why carriers, in theory, would want native Ethernet interfaces on a CoreDirector. A carrier such as Telmex could aggregate data traffic from add/drop multiplexers (ADMs) and multiservice provisioning platforms (MSPPs) via the CoreDirector, which would save them from having to install edge routers with Ethernet interfaces that would sit alongside the switch and handle data traffic. That's Ciena's company line, anyway. It's also not clear that Ciena really won the additional Telmex business away from any other vendor. According to Ciena spokespeople, Telmex never issued an official request for proposal (RFP) for its needs, so Ciena stood a better chance by being an incumbent supplier. — Phil Harvey, News Editor, Light Reading