TelecomNext: Notebook Nuggets
Juniper Networks Inc. (NYSE: JNPR) still doesn't have a VP of marketing per se, but it's filled out more of the marketing team. Shailesh Shukla, former strategy VP at Redback Networks Inc. , has joined Juniper as of Monday and was hanging around the Juniper booth at the show. Shukla reports to chief marketing officer Jeff Lindholm. Juniper staffers didn't have much more comment, but they'd only learned about Shukla's hire about 24 hours earlier.
Lucent's poker face
How did Riverstone Networks Inc. (OTC: RSTN.PK) get $207 million out of Lucent Technologies Inc. (NYSE: LU)? Part of it was the creation of buzz. One source says the bankers involved in the deal called repeatedly to push Riverstone. They also called multiple execs, touching off a cavalcade of panicked calls between higher-ups and lower-downs, all asking, "Should we be in on this?" We'll see, but it's apparent that Riverstone's troubles helped keep the price tag down. We're as surprised as anyone at the $207 million tag, but maybe Lucent got off easy.
For some reason, we didn't get pre-briefed on this one. Ciena announced Tuesday the closing of its Shrewsbury, N.J., facility, effective April 29. A spokeswoman says it's all part of Ciena's move to make all R&D centers work on particular technologies rather than particular products, as different boxes like the CN 4200 and the CoreDirector are starting to share some functions. No product development is being affected by the change.
Ciena's press release says Shrewsbury employs 114. The closure "is expected to result in a headcount reduction of 62 employees" -- layoffs, we presume -- with another 27 being offered relocation. The remaining 25... sit around inside the closed Shrewsbury facility? We're not sure.
The Shrewsbury site worked on metro transport and aggregation, the spokeswoman says. Its R&D and sales work will be moved to other places including "alternate remote locations" (so, OK, maybe home workers account for some of the 25). Its operational responsibilities will be moved to Ciena's headquarters in Linthicum, Md., where Ciena's CoreStream product is developed.
More Ethernet madness
Hatteras Networks Inc. revealed at the show that XO Communications Inc. is using its gear to deliver Ethernet services via bonded copper pair to small and mid-sized businesses in the more than 60 metropolitan markets XO serves. (See XO, MTS Pick Hatteras.)
That's a big deal for Hatteras and it reiterates the vendor's stance that any small- to mid-sized business not served by fiber is fair game for carriers to capture before the cable MSOs wake up and take the market over. (See Report: Enterprise Market Ripe for Cable.)
This comes on the heels of the vendor's headway in another copper-fed niche, the wireless backhaul space, where Hatteras revealed that Manitoba Telecom Services Inc. has deployed its HN4000 devices to boost the bandwidth going to its copper-fed cell towers. Hatteras execs say less than 4 percent of the existing 175,000 cell towers in the U.S. are served with fiber transport, so that opens a huge door for their gear -- or at least a viable alternative to fixed wireless or DSL backhaul kits. (See Hatteras Goes Mobile.)
There was also a bit of speed braggadocio from Hatteras at the show; the company says its HN4000 can now shove 200 Mbit/s down a set of 40 copper pairs. Kind of an odd boast given that the company's sweetspot is delivering services at speeds of between 2 Mbit/s and 20 Mbit/s -- where you need more than a T1, but less than a T3, and you don't want to lay new fiber. (See Hatteras Claims 200 Mbit/s.)
"This space is confused, with a lot of vendors showing how they can get 5 or 10 percent more bandwidth per pipe," says Hatteras VP of marketing Gary Bolton. "We wanted to just say we can provide high bandwidth, too."
Entrisphere Inc. announced its GPON platform at the show, which came as no surprise whatsoever. (See Entrisphere Goes GPON.) The company maintains, after all, that it is targeting the top 25 carriers in the U.S., so the real surprise would have been if it announced it was getting into ISDN equipment. Which it isn't. But still…
Entrisphere did, however, use its slick show presence to reiterate that GPON's economic advantage over BPON is becoming clearer to carriers as they look to move on to the faster IP-based technology. (See RBOCs Aim for 10M GPON Subs.) Entrisphere's marketing VP Don McCullough says the company is using the same OLT that it employs to serve BPON and ADSL2+, "but the density has gone way up."
"We think we can deliver at or below BPON pricing" in a GPON system, McCullough says.
The company also introduced its BLM T151 and BLM T300 ONTs at the show: The first device is aimed at serving small- to mid-sized businesses via fiber, and the latter is targeted toward smaller multi-dwelling units, like duplexes. Also added to Entrisphere's roster was the BLM T500 and BLM T550 ONUs, a new series of premises equipment that's aimed at fiber-to-the-curb and fiber-to-the-node deployments.
After the show, McCullough was spotted hopping a plane to Dallas for a customer meeting. As this article posts, he could be enjoying a marathon meeting. But it might also be a sprint meeting.
— Craig Matsumoto, Senior Editor, Phil Harvey, News Editor, and R. Scott Raynovich, Editor in Chief, Light Reading
2 of 2