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Optical/IP

MEN Watchers

4:55 PM -- Catharine Trebnick of (Avian Securities LLC ) writes in a note to clients this morning:

The better question is who isn't eyeing Nortel optical business? The list of interested vendors includes Ciena, Cisco, Fujitsu, Huawei, Infinera, Juniper, Nokia-Siemens Networks and Tellabs.


Something to consider: If a Huawei bid was indeed rejected by Nortel's CEO, as Trebnick had previously reported, might the door be slightly more open for Huawei now that Mike Z. has left the building?

— Phil Harvey, Editor-in-Chief, Light Reading

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