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cfaller 12/4/2012 | 9:27:22 PM
re: Corvis Posts $1.4M Quarter I would also note that one of the contracts that was not cancelled (Qwest) was drastically reduced in its size...

The bottom line is that $600M in contracts has not turned into $600M in revenue...
optiplayer 12/4/2012 | 9:27:21 PM
re: Corvis Posts $1.4M Quarter Comparing Corvis and Innovance is like saying would you rather be a passenger on the Titanic or the Andrea Doria. They are both going to sink but one will take a little longer.

There is no money to be made in LH transport for years to come, period. Not simply because demand has dried up but because the presence of 19 competitors has poisoned the market pricing to the extent that vendors cannot make money. There may be a few routes to be had but they will come at ridiculously low prices and single digit to no margin.

Regarding switching - the willingness to pay by carriers is zero. Lots of Advanced Tech types at carriers love the concept but there is no business case. For the number of times carriers need to switch fibers or wavelengths around it is cheaper to pay a guy to make the patch than deploy costly no technology with no payback.

So Innovance (along with Ceyba, Celion, Xterra, Photon-Ex ...) is gone within 12 months and Corvis in a couple of years or perhaps they get acquired if Huber ever goes.
optiplayer 12/4/2012 | 9:27:20 PM
re: Corvis Posts $1.4M Quarter Revenue since inception = $270M
Expense since inception = $891M (not including $780M in restructuring charges).

Pretty ugly no matter how you slice it.
optiplayer 12/4/2012 | 9:27:18 PM
re: Corvis Posts $1.4M Quarter oops, my expense calculation missed parts of this year so the real number is over $1.1B (not including almost $900M of restructuring).

Ouch.
porn starr 12/4/2012 | 9:27:17 PM
re: Corvis Posts $1.4M Quarter Optiplayer, sounds like you think Corvis exists to make money. I always thought its purpose was to gratify Huber's ego.
dave77777 12/4/2012 | 9:27:13 PM
re: Corvis Posts $1.4M Quarter ksig25 - You hit the nail on the head. Accounting scandal??? Sheesh! I mean come on, really now. I'm starting to agree with your head-down approach. The "debate" is really degrading into too much childish namecalling and wild allegations.

corolla - Besides the many obvious errors ksig mentioned, let me ask: How much revenue has any eq vendor ever collected from a carrier WITHOUT trials beforehand? Thank you. The one issue you are correct on is that much of those contracts were delayed, cancelled before completion due to Ch 11, or in Q's case made 90% "voluntary" (like they weren't voluntary anyway), but that was my whole point. Their products were very popular, then the market for their eq collapsed. The fact they have 11 field trials tells you the interest is still there even if the money isn't (yet).

Reindeer- Thanks for proving me right again; as long as your obsession with spewing insults after my every post continues (and now, in a most amusing development, you're claiming not to be insulting me in the very same post as you insult me) I know I must be doing something right.

LOL still not admitting you're zweisel? The really sad thing is you cling to this claim in the face of all the evidence: shared obsession with my posts, identical styles and misspellings as both posters, and the fact you started posting at the same time zweisel stopped. Next you'll be telling us OJ was completely innocent. Sorry, saying I'm likebizy will not fool anyone either.

Buying a less-efficient network and transitioning customers from it is not the same as buying a network for the express purpose of shutting it down to reduce overall bandwidth so prices will go up. The latter (your idea) is quite ridiculous given the number of telcos and networks.
Reindeer 12/4/2012 | 9:27:09 PM
re: Corvis Posts $1.4M Quarter Actually, your posts are getting quite interesting. You are now consistently fending off numerous posters that highlight your clearly obvious ineptitude regarding anything related to business or financial matters.

Claiming I am another poster is getting old (and so are your arguments). Only you would fire up your Amiga, snap in an 8-inch floppy disk, turn on your amber monitor and try to make GǣlogicalGǥ relationships between past postings. Get a life and a side order of a sense of humor.

Only a mental gimp would say Corvis financials are positive in nature. However, a talented gimp is also able to make coffee. Two sugars please.
dave77777 12/4/2012 | 9:27:02 PM
re: Corvis Posts $1.4M Quarter Claiming I am another poster is getting old It may be old, but it's still very funny to see you defy all common sense (and then, ironically, claim I have none) when called on the many obvious giveaways to your inept pseudonymery. It also exemplifies how disconnected from reality you are. If I WERE getting you coffee (unlikely since I probably make at least twice what you do), I would be sure to add a heavy dose of lithium and Prozac.

would say Corvis financials are positive in nature.
Hmmmmm, maybe you should try reading actually reading my posts before posting all your childish insults. I said they were disappointing.

Reindeer 12/4/2012 | 9:27:02 PM
re: Corvis Posts $1.4M Quarter oh, poor dave77777. you consistently say that you ignore my posts yet you consistently reply to them? you must really care about me inside. and no, I do not read your posts and neither does anyone else after reading your past waste of electrons.

If you feel better saying that I am zweisel, then OK, I am zweisel. Now what? Does this mean you now have business sense? Unfortunately, no.

As for the coffee, I am still waiting. Do you not realize that not bringing coffee to me is a great waste of your only talent?
cfaller 12/4/2012 | 9:27:01 PM
re: Corvis Posts $1.4M Quarter Dave7777777777 wrote:
"How much revenue has any eq vendor ever collected from a carrier WITHOUT trials beforehand? Thank you. The one issue you are correct on is that much of those contracts were delayed, cancelled before completion due to Ch 11, or in Q's case made 90% "voluntary" (like they weren't voluntary anyway), but that was my whole point. Their products were very popular, then the market for their eq collapsed. The fact they have 11 field trials tells you the interest is still there even if the money isn't (yet)."
----------------------------------------------

First question: so what?

Second question: how can CORV equipment be 'popular' with carriers, with the market for CORV equipment collapsing? Carriers are the market for CORV equipment, and if carriers aren't buying, then the equipment isn't interesting/popular.

The only exception to that is for lab/R&D projects, but I think we can all agree that lab trials do not turn into revenue. Perhaps that is why there are so many trials- the technology is neat to play with, but no carrier can make a business case for deploying it...
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