x
Page 1 / 4   >   >>
gigeguy 12/4/2012 | 9:11:40 PM
re: Ciena Improves Outlook Both Equipe and Wavesmith have been blowing their horns regarding their reseller agreements with Ciena. But how much of Ciena's revenue came from reselling either of these companies? I hear a big fat zero.
lightmaster 12/4/2012 | 9:11:37 PM
re: Ciena Improves Outlook According to Gary Smith on the conference call, they have a lot of irons in the fire with Wavesmith and/or Equipe and have very high hopes, but it is "too early to tell" whether it will bring in significant revenue.

I also found it interesting that Smith stated that he sees no need to have any kind of relationship with incumbent data vendors (i.e. Cisco) in order to be succesful. They are pinning their hopes on these two startups.
BobbyMax 12/4/2012 | 9:11:35 PM
re: Ciena Improves Outlook In todays uncertain markets, a single quarter sales figures do not tell much. Ciena has put a lot of money in acquiring Cyras ( Over 4 billion dollars),but the product sales have not caught up. With almost no activities in the core network, the company cannot count on DWDM sales.
VolTrdr 12/4/2012 | 9:11:27 PM
re: Ciena Improves Outlook Is it safe to assume at this point that CIEN has won or is close to winning the lion's share of the optical switching contracts that are currently under consideration? Gary Smith seemed very upbeat on the conference call, even jovial at times (I actually heard him and his mgmt. team laughing and joking with some of the analysts on the call which I have not heard on a telco conf. call in a long, long time). Contrast this to Dan Smith on the last SCMR conf. call who sounded absolutely despondent.

He did emphasize PTTs and CoreDirector as two bright spots. Would CORV be pruning staff in France if they felt the OCS was a contender at France Telecomm?

In addition to DT and FT, I've read that RFPs at BT, Verizon, Sprint, Telecom Italia, and Telefonica are expected to be awarded over the next few months. I think CIEN is a lock at Sprint. The pundits seem to feel that Matt Bross could give CIEN a leg up on the competition at BT as well. Anyone have any insight into the other three (VZ, Tel. It. or Telefonica)?

Could some of the techies give me their opinion on the Cisco switch as well?
optigirl 12/4/2012 | 9:11:26 PM
re: Ciena Improves Outlook No, it is far from safe to assume any wins as of yet and Gary being the sales guy that he is would certainly be upbeat.

Core Director is the company's bright spot. They have a dominant market share and will likely keep it that way. Whoever thought to buy Lightera should thank their lucky stars. Their closest competition right now is Tellabs which is ironic given the almost merger a few years ago. However, they are only selling about $100-$120 million or so of this product a year. The metro numbers are also not very encouraging. If they are doing maybe $40-50 million a year from K2 and ONI products that seems rather insignificant when you factor in what it not only cost the shareholders to buy the companies but also to sustain the current ops. This is a fat company with a lot of extra weight. The new spin coming from the company is that they want to automate the network and cut across network segments is questionable. There are very few companies with the know how and resources to support a full network architecture.



willywilson 12/4/2012 | 9:11:26 PM
re: Ciena Improves Outlook Is it safe to assume at this point that CIEN has won or is close to winning the lion's share of the optical switching contracts that are currently under consideration? Gary Smith seemed very upbeat on the conference call, even jovial at times (I actually heard him and his mgmt. team laughing and joking with some of the analysts on the call which I have not heard on a telco conf. call in a long, long time). Contrast this to Dan Smith on the last SCMR conf. call who sounded absolutely despondent.

He did emphasize PTTs and CoreDirector as two bright spots. Would CORV be pruning staff in France if they felt the OCS was a contender at France Telecomm?

In addition to DT and FT, I've read that RFPs at BT, Verizon, Sprint, Telecom Italia, and Telefonica are expected to be awarded over the next few months. I think CIEN is a lock at Sprint. The pundits seem to feel that Matt Bross could give CIEN a leg up on the competition at BT as well. Anyone have any insight into the other three (VZ, Tel. It. or Telefonica)?

Could some of the techies give me their opinion on the Cisco switch as well?

--------

Oh boy, here we go again. "VolTrdr" doesn't know squat, has the attention span of a gnat and the depth of a puddle in a parking lot, and will undoubtedly hold the stock for 25 minutes, wants to know the news.

Yeah, it's going to the moon! Happy days are here again! LOAD UP THE TRUCK!!!
Elvis Doesnt Live 12/4/2012 | 9:11:24 PM
re: Ciena Improves Outlook optigirl,
FYI, Gary said CoreDirector sales were "slightly less than 40%" for the year, which would put it at ~$145M. Just remember to take note of that when you pull together market share #s for the year.
-Elvis
rzerockzeron 12/4/2012 | 9:11:23 PM
re: Ciena Improves Outlook Did I read the first few posts allright? Is Matt "farm team" Bross at CIEN?

I don't think CIEN is that dumb...

How many 'friends and family' stock he got to join them?

If I was at WCG, it would be a good reason not to buy from any company hiring Matt "get my family and I some stock and I'll aprove your gear" Bross.

RZ, totally in disbelief
Elvis Doesn't Live 12/4/2012 | 9:11:23 PM
re: Ciena Improves Outlook Hey, you mind going out and getting your own name pal? I think that I should have the right to ruin my own good name if I so choose if it is all the same to you.

Signed the Real Elvis
optigirl 12/4/2012 | 9:11:23 PM
re: Ciena Improves Outlook Well, let's do some math, shall we?

My estimates are their likely sales going forward the next 4 quarters. If they are able to do $300 million total for the next four quarters (assumes 20% q over q growth rate) then that gets you $120 million in CD sales based on the 40% share of sales. Seeing as how that growth rate is unlikely to happen then estimating $100 million is a safer bet. While they did over $360 million the previous 4 quarters, the last three quarters averaged $68 million in sales.
Page 1 / 4   >   >>
HOME
Sign In
SEARCH
CLOSE
MORE
CLOSE