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Optical/IP

White Rock: Heavy Metal?

White Rock Networks, a Dallas-based optical networking company that's managed to stay stealthy for the past eight months, today announced its plan for attacking the metro market (see White Rock Networks, Inc.).

Ready for this? It's a next-generation Sonet box.

White Rock executives are pitching their system as a super-dense Cisco killer. Cisco Systems' ONS15454 is the most successful product in the red-hot market for next-generation Sonet products. The market is so hot, in fact, that it's being coveted by a number of competitors such as Redback Networks Inc. (Nasdaq: RBAK) and Ciena Corp. (Nasdaq: CIEN) -- through its acquistion of Cyras -- as well as legacy Sonet leaders such as Fujitsu Ltd. (KLS: FUJI.KL) and Lucent Technologies Inc. (NYSE: LU).

"It's the smallest, lowest cost, most intelligent Sonet product on the planet," says Lonnie Martin, White Rock's CEO. Martin hails from ADC Telecomunications Inc. (Nasdaq: ADCT), where he was president of the broadband business group.

How small? When configured to handle 11 OC48 (2.5 Gbit/s) connections and 528 DS3s (45 Mbit/s), White Rock's product, the VLX2010, takes up half the space of either Cisco's 15454 or Cyras's K2 product, according to Martin. The base unit, an OC48 Sonet ADM, fits in one standard telecom rack unit, which is 12 inches deep, one and three-quarter inches high, and 19 inches wide.

What's the catch? The product isn't shipping yet, and the company is in the precarious position of seeking Series C financing in a miserable financial climate. Martin says White Rock, which last year raised $46 million in funding from Oak Investment Partners, Mayfield Fund, Meritech Capital Partners, and Hook Partners, has enough money to get the product developed and in carrier trials by June. It plans to ship the product in August or September of this year.

-- R. Scott Raynovich, executive editor, Light Reading http://www.lightreading.com
soulman 12/4/2012 | 8:36:42 PM
re: White Rock: Heavy Metal? C'mon Cerent people are very very talented not like WR.
Telecom_Guy 12/4/2012 | 8:39:33 PM
re: White Rock: Heavy Metal? Is that true? Does anyone have alot of knowledge on their product and if it really can whoop all over that Cerent / Cisco box? I think Cisco's 192 was delayed yet again and again and again and again and again and again and......
etherhead 12/4/2012 | 8:40:41 PM
re: White Rock: Heavy Metal? what are the protection issues?
mustafa jihad 12/4/2012 | 8:42:16 PM
re: White Rock: Heavy Metal? Nice product by the looks of it. It will be interesting to see how carriers take to the modular concept and some of the protection issues.

Good luck
optical illusion 12/4/2012 | 8:42:31 PM
re: White Rock: Heavy Metal? The 454 is out and 0c 192 will ship in sep. I dont work for Cisco but this is the date they are promising to customers with 454s already in service.

And dont tell me I am Cisco shareholder, because I bashed them in the router test boards.


wrn-insider 12/4/2012 | 8:42:33 PM
re: White Rock: Heavy Metal? OK, now the data sheets for the first group of products are on the web page. So, check them out, maybe you can finally figure out what it is.

http://www.whiterocknetworks.c...

P.S. The one that said it was small and cheap but not flexible is hysterical - it is ABSOLUTELY the most flexible SONET box ever made.
wrn-insider 12/4/2012 | 8:42:33 PM
re: White Rock: Heavy Metal? Funny, that's not what the Cisco guys who were selling the Cerent box say. And if it truly is that simple, why isn't it out yet???
Ranger 12/4/2012 | 8:43:34 PM
re: White Rock: Heavy Metal? No you don't have to change out the backplane for upgrading from OC48 to OC192 for the Cisco 15454. The 240 Gps backplane will handle the IN SERVICE upgrade. No need of forklifts to upgrade.

Why don't you review your 15454 customer presentation? Or are you just spinning yourself?
5150 12/4/2012 | 8:44:01 PM
re: White Rock: Heavy Metal? From rel 1 to present Cisco is selling the 454 via spin tactics..........how many of their customers are aware that they will have to change out the back plane to upgrade from OC48 to OC192.

Cisco has been promising OC192 since early 2000...

I was with a company that investing several million dollars with Cerent and then Cisco simply because of the Cisco brand......Cheaper is never better.....
drone387 12/4/2012 | 8:44:43 PM
re: White Rock: Heavy Metal? The whole article introduction was way over-hyped. We go to the website to see the latest "god box" and get a Drop Dead Multiplexer. Heck, even Larscom has introduced an ADM. Overall, it smells of desperation. Tight VC money, declining carrier capital expenditures, an over-crowded market segment, ...
I'd have to vote with the "It's Gonna Crater!" crowd.
etherhead 12/4/2012 | 8:44:46 PM
re: White Rock: Heavy Metal? oh, but they have an incredible history. Isnt ADC a leader in optical networking ;-)
etherhead 12/4/2012 | 8:44:46 PM
re: White Rock: Heavy Metal? Only WhiteRock could be arrogant enough to post this. You guys have been believing all the BS that D Magazine and others have written about you.
"The Mgmt Team that invented the Next Generation Optical platform at their last company." (ADC)
hmmmm....what was that product? oh yeah, Cellworx.
really set the SONET marketplace on its ear didnt it. Pretty wise business plan - we'll spend $50M dollars on a product, ignore what customers and our CEO recommend, only go after RBOCs taking on Fuji and Nortel.....and make millions..????
And whine like kids when Cerent took off. Where did Cellworx go - it was MD'd after virtually no customers. The poor hard working people that followed had to find other jobs, and were laid off, after the division president (LM) was whacked, and his core team followed, leaving poor ADC people to follow the business. Nortel, Fuji, Cisco, Metro-Optx, anyone else - dont lose any sleep. This Mgmt and Engineering team was as arrogant and clueless as they come. Thank heavens the capital markets are tight - Darwin should take care of this dinosaur while the mammals survive.
light_rock 12/4/2012 | 8:44:53 PM
re: White Rock: Heavy Metal? I must admit it has been entertaining reading all the conjecturing, opining, prognosticating, etc., about White Rock from folks who have so little information. ItGÇÖs cool how so many people have become experts on White Rock just by reading our press release, visiting our web site, or knowing someone who knows someone who works here.

So please, by all means, keep posting (especially the Metro-Optix folks). Those of us who are putting a lot of time and energy into building a successful business need a humor break every now and then.

light_rock
topopticsdude 12/4/2012 | 8:44:59 PM
re: White Rock: Heavy Metal?
Nice niche product - when it does ship.

Low size, low price, but low flexibility.

Cisco/Fuji/etc. need not fear white rock.
Some low-end pt-to-pt stuff may go to them.

However, Cisco is winning big biz these days and there is no way WR can win the big accounts.

This SONET ADM market is full now. All vendors will ride the component wave (i.e. no one will have a HUGE advantage over anyone else). The reason Cerent/Cisco was successful was they caught the big boys sleeping. Won't happen again.

Predictions are 1) white rock folds due to inability to close more funding as VCs look to optical switching for next hot wave, or 2) WR gets bought out by someone looking for a niche product - perhaps ADC - but not at a high valuation.

topopticsdude 12/4/2012 | 8:44:59 PM
re: White Rock: Heavy Metal? There is no way that WR can fit OC-192 with all support circuitry in a 1U box. Try again...
drag 12/4/2012 | 8:45:01 PM
re: White Rock: Heavy Metal? nice nick ;-) (hoping it's not actually your name)

2cWorth 12/4/2012 | 8:45:03 PM
re: White Rock: Heavy Metal? Coastcom, ADC's CellWorx, Positron? come on
Mike Hunt 12/4/2012 | 8:45:06 PM
re: White Rock: Heavy Metal? Since everyone is going for free plugs in the high density access department, have a look at Australian company Haliplex. www.haliplex.com.au
These guys have high density, low speed, grooming and access gear for SONET AND SDH.
Vixel 12/4/2012 | 8:45:06 PM
re: White Rock: Heavy Metal? I strongly disagree. I have worked with some of those guys before. They are very sharp and capable. I expect great things from them.
2cWorth 12/4/2012 | 8:45:07 PM
re: White Rock: Heavy Metal? This management team has to be the weakest bunch of clowns ever assembled. Look for them to crater
tsunami 12/4/2012 | 8:45:08 PM
re: White Rock: Heavy Metal? Sounds like sour grapes from a former Fujitsu employee now at Cisco who was sued long ago. In the end, I'll bet both side's employees, (Fujitsu and Cisco) have equally bad feelings about the whole experience. It's my opinion that anytime the courts get involved, everyone looses.
Kelley_gimeabreak 12/4/2012 | 8:45:16 PM
re: White Rock: Heavy Metal? He knows how to lie through his teeth. Let it be known that he will fabricate whatever he needs to benefit himself. Truth be told, he spear headed a lawsuit against former employees at Fujitsu only to commit the same acts that he accused others of.
I wouldn't trust a single word coming from his mouth. The truth has a way of coming around to bite you eventually.

Lichtenauer 12/4/2012 | 8:45:22 PM
re: White Rock: Heavy Metal? I think Metro-Optix will have some customer news in the next few weeks that will speak for itself.
optical illusion 12/4/2012 | 8:45:23 PM
re: White Rock: Heavy Metal? It's good to see so many White Rock investors and employees jump all over this board. That's what it's all about.
lightsource 12/4/2012 | 8:45:24 PM
re: White Rock: Heavy Metal? agreed !!
i think just the way people ignore ad-bars on free ISP, we'll have to ignore such bought out articles from time to time !!
wrn-insider 12/4/2012 | 8:45:24 PM
re: White Rock: Heavy Metal? Patience - next week will see a release of data sheets on the first release of products. check back at the website then.
theanswer 12/4/2012 | 8:45:25 PM
re: White Rock: Heavy Metal? Lichtenauer

So what's so hot about Metro-Optix? Has Steve Sensil (ex- Alcatel guy) got something brewing we need to know about.
theanswer 12/4/2012 | 8:45:25 PM
re: White Rock: Heavy Metal? I have friends that work at Metro-Optix, Metera, Chiaro, CISCO, ...... Believe me The White Rock Networks solution is going to be a awesome.
Fred Snarff 12/4/2012 | 8:45:25 PM
re: White Rock: Heavy Metal? Lichtenauer,

excellent observations. to get right to the point: what is the value of this article?? light on news, very light on anaylsis. I could probably get more information from the company press release. no intrigueing questions and no challenges or clarifications to the vendor. nothing.

it is however, journalism par for this pitch-and-put course. actually, it's more like miniature golf.

Fred
theanswer 12/4/2012 | 8:45:26 PM
re: White Rock: Heavy Metal? I heard White Rock already has OC192 ready for release 2nd or third quarter this year. In fact a friend said they were holding back on some other high speed interfaces that Redback doesn't have.
theanswer 12/4/2012 | 8:45:26 PM
re: White Rock: Heavy Metal? The Technical network intergration & solution team from Fajitsu left for a startup company that provides soultion to Telecom customers. They used to study all products in depth CYRAS/CIENA/Fajitsu/Cisco. When they heard about White Rock's solution & cost they went gang busters over it.
theanswer 12/4/2012 | 8:45:26 PM
re: White Rock: Heavy Metal? Before you can get worked up about it!!!!
lightsource 12/4/2012 | 8:45:27 PM
re: White Rock: Heavy Metal? by the time these guys comes out with their so called "best on the planet", others would have moved on to OC192, video, DWDM, etc.
when r they likely to ship this product ?
amj1977 12/4/2012 | 8:45:28 PM
re: White Rock: Heavy Metal? You are right but did you know that Cyras' sales guy Ron Kelley left to head up sales at White Rock--surely he knows something.
jggveth 12/4/2012 | 8:45:28 PM
re: White Rock: Heavy Metal? he knows he wants to be the boss
amj1977 12/4/2012 | 8:45:29 PM
re: White Rock: Heavy Metal? My understanding is that they pack get all that in just one RU--and that is what makes them different.
opticaltalent 12/4/2012 | 8:45:29 PM
re: White Rock: Heavy Metal?
I think White Rock can make it if they can deliver on what Lonnie Martin is saying their product can do. Even if they do get bought out by LU, NT, or CSCO...everyone there will $$$ (see Chromatis).
optical illusion 12/4/2012 | 8:45:32 PM
re: White Rock: Heavy Metal? I would first look at the Cyras/Ciena K2 or 15454.
At least they are delivering.
rtfm 12/4/2012 | 8:45:32 PM
re: White Rock: Heavy Metal? I think the 1U was for the base (OC-48), and with the 11 OC-48s plus hundreds of DS3s, the size was listed as "half that of the Cerent or Cyras"

...My interpretation of the story
BroadwayKeith 12/4/2012 | 8:45:33 PM
re: White Rock: Heavy Metal? How much did White Rock pay for this article? Do they know how expensive it gets to keep LR focused on writing positive articles?
light_rider 12/4/2012 | 8:45:35 PM
re: White Rock: Heavy Metal? Have you looked at Redbacks SmartEdge 800? My understanding is that they support DS1 to OC-48 today and adding OC-192 later this year.

What I like with their box is the dual backplanes, one for TDM and one for packet.
ip1910 12/4/2012 | 8:45:40 PM
re: White Rock: Heavy Metal? Metro-Optix's web site is

www.metro-optix.com
Lichtenauer 12/4/2012 | 8:45:42 PM
re: White Rock: Heavy Metal? Oh, I see now. Didn't realize you put out a news release and were previewing OFC activity. Thanks for sending me the link.

Tad
metro girl 12/4/2012 | 8:45:42 PM
re: White Rock: Heavy Metal? After checking out the White Rock site I was not impressed with the feature list or lack-there-of. No wonder they are in stealth mode.

Can U give me more info on Metro Optics? What is their web site address?

I am looking for a (TRULY) protocol agile product scalable from DS1 to OC192. This M-O company sound interesting.
wrn-insider 12/4/2012 | 8:45:43 PM
re: White Rock: Heavy Metal? We are located in Dallas/Richardson Telecom Corridor.
wrn-insider 12/4/2012 | 8:45:43 PM
re: White Rock: Heavy Metal?
Check out the March 13 (today) press announcement at WRN website.

http://www.whiterocknetworks.c...

We will be at OFC next week in Anaheim, booth #794 Hall B
Lichtenauer 12/4/2012 | 8:45:44 PM
re: White Rock: Heavy Metal? You caught me. Metro-Optix I am. Not afraid to use my real name. Thanks for the response. Just confused on LightReading's coverage strategy. This one surprised me.
sonet slinger 12/4/2012 | 8:45:45 PM
re: White Rock: Heavy Metal?
So tell me, how do you pack 11 physical OC-48 interfaces and ANY T-carrier interfaces (much less hundreds) into a 1U box? This doesn't add up.
DCITDave 12/4/2012 | 8:45:45 PM
re: White Rock: Heavy Metal? Seems to me it was a product/strategy announcement. Perfectly relevant story considering that the company has been quiet and is chasing a crowded space.

BTW -- Is the person inquiring perhaps affiliated with Metro-Optix? Just a wild guess.

Telecom_Guy 12/4/2012 | 8:45:46 PM
re: White Rock: Heavy Metal? I think this is a good thing for the industry. Cisco has taken a big leap over the older vendors through their Cerent purchase. But that product is the only one that's good in their optical portfolio. So it's about time someone came up with some real competition. It looks like there's going to be a battle among all the metro vendors for market share. And there's a ton! Cisco has already turned into quite a Goliath with their 15454. I wonder if they are going to get taken down with a little tiny white rock in their forehead? (pun intended!!) You guys remember the story right??

Hey I wonder if this company will make the new Top 10 start-up list?????? Anyone know where they are based out of? Hopefully not silicon valley, because it's waaaay too expensive to live there.
.... just my thoughts / opinons.
jggveth 12/4/2012 | 8:45:46 PM
re: White Rock: Heavy Metal? If they get another round of funding and if they get their product to work, then the best WR can hope for is to get taken out by a LU or NT (or defensive CSCO).

Carriers don't want to buy from a one trick pony no history.
Lichtenauer 12/4/2012 | 8:45:46 PM
re: White Rock: Heavy Metal? Where is the news value in this article? I don't see anything new that this company announced. Am I missing something? What was the reasoning behind deciding to write/publish this article?

Thanks.
optical 12/4/2012 | 8:45:47 PM
re: White Rock: Heavy Metal? Space, power and flexibility are such big issues with the network today. I've seen the White Rock solution and I think these guys are on to something. I know I'm interested.
amj1977 12/4/2012 | 8:45:48 PM
re: White Rock: Heavy Metal? I've heard a bit about these guys--What will make them successful is not just this SONET box, they are dis-integrating the MSPP. Taking each application and making it best-of-breed. Then combining them with the control plane, making them all work together as one. The quality is better than the MSPP--and they can cut costs that way.
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