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justcurious 12/4/2012 | 8:28:51 PM
re: Cratos Networks Tips Its Hand The correct one is :http://www.nwfusion.com/edge/
columnists/2001/0430bleeding.html and the article's name is STragedy
whineceller 12/4/2012 | 8:28:51 PM
re: Cratos Networks Tips Its Hand justcurious- your url link was incorrect-- but perhaps you meant to post this one? This is dead on funny!!

http://www.nwfusion.com/edge/c...
justcurious 12/4/2012 | 8:28:53 PM
re: Cratos Networks Tips Its Hand An interesting article on start-up's life at

http://www.fusion.com/edge/col...
0430bleeding.html
whineceller 12/4/2012 | 8:29:54 PM
re: Cratos Networks Tips Its Hand Are you are saying that Lucent spent the money on Nexabit to steal thunder from the Juniper IPO?

No I dont think any company would be stupid enought to waste a billion just to steal the thunder from another companies IPO,(but of course this is Lucent we are talking about)- Because of the timing of the Nexibit announcement I have to believe it was a mis-guided attempt by Lucent Executives to mess with Junipers party.

The real point of my post is in regards to companies who got hatched as part of the networking buyout frenzy in 1999. Im sure a good portion of of the companies that were started in the frenzy thought that they too could show some fancy slideware to a potential deep-pocketed suitor like Lucent, Alcatel, or Cisco and get snapped up. They still might but for a hell of a lot less
whineceller 12/4/2012 | 8:29:56 PM
re: Cratos Networks Tips Its Hand >>Come again? Ascend?

Yes Ascend- have a look for yourself

http://www.forbes.com/ipodata/...
right_leading 12/4/2012 | 8:30:04 PM
re: Cratos Networks Tips Its Hand >On a bright note I still feel that the networking
>industry is in its very nacent stages. The next >Gorillas like Sun, Dell, Cisco, Juniper, Ascend, >EMCs, are still in infancy waiting to be created
>for the networking space.

Come again? Ascend?
hrdhtr 12/4/2012 | 8:30:05 PM
re: Cratos Networks Tips Its Hand Are you are saying that Lucent spent the money on Nexabit to steal thunder from the Juniper IPO?
tony1athome 12/4/2012 | 8:30:06 PM
re: Cratos Networks Tips Its Hand
Yeah, you're right, that was unnecessary.

I apologize for the lapse.

Tony
whineceller 12/4/2012 | 8:30:10 PM
re: Cratos Networks Tips Its Hand As I recall the timing of the Lucent purchase of Nexabit was announced on the same day as the Juniper IPO June 25 1999 to be exact. Presumably
in an mis-guided frenzy by Lucent to steal some
thunder from Juniper and also facing the fact that any in-house solution that Lucent was offering was toast in the face of the Juniper solution. I would give the Nexibit team high marks for taking the money and running which is what most of them did
in the next 6 months. The year of 1999 was the the year that really set in motion the frenzy of VC activities to fund all things in Optical Core networking especially after Siara and Cerent got snapped up.

Flash forward to 2001 and here we are with hundreds of optical startups in motion
by the billions of dollars of VC funding from
the past two years. The hyped promise of the Internet in shambles, plus bankrupt CLECs and struggling Carriers and cautious ILECs - and major
pain for the major legacy equipment providers Lucent, Cisco, Nortel, Nokia, Ericsson, Alcatel, Siemens etc. My how times have changed since the go go Internet days. Indeed a great shifting of the sands and of course with any shift of this magnitude means major problems for many and major major opportunities for others!

Its probably a good time for the {funded with intent to be purchased group of startups) to to really acess the situation and think seriously about closing the doors. Especially true for those companies that blew off offers to be purchased a year ago and have little chance to be purchased again today at a valuation close
to what they were previously offered. Unless
you really have something up your sleeve and can make it on your own or have major provider reseller agreement intrest you should probably just hang it up! Yes just hang it up and give
the remaining money back to your VC. Think of
a new business plan and try again.

Others who went in to start a real business should
should do a serious eval of what they are offering
in this enviroment-if your technology is a true lost cause,has no major reseller agreement, is shitty technology, or a "me too" product that offers little real improvement,displacement or cost savings over whats already available by other companies then do the industy and your employees a favor and hang it up- before the VCs hang it up for you- Just realize this now! This will allow your employees to move to companies that have a true chance and possibly strengthening their chances of sucess.

For companies that have a real value play, a real displacing technology, good intrest from potential customers or feel you can blow the doors off of the compitition because existing technology sucks then hang in their and you might be rewarded.

On a bright note I still feel that the networking
industry is in its very nacent stages. The next Gorillas like Sun, Dell, Cisco, Juniper, Ascend, EMCs, are still in infancy waiting to be created
for the networking space.

Happy Coding or Coidene!
tink 12/4/2012 | 8:30:12 PM
re: Cratos Networks Tips Its Hand "I hope that you were joking when you put "Cisco" and "rock solid" in the same sentence.
Tony"

I must say I find it disconcerting that a major player in this business has time to engage in petty name-calling on message boards. Isn't there an RFC that needs some editing, or something?

Tink
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