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lame_duck 12/4/2012 | 7:23:34 PM
re: Light Reading's Top Ten Private Companies The market for MEMS in optical switching has been very crowded . . . until recently. But clearly MEMS is not dead if LR is at all on the right track with their #3 choice.
lame_duck 12/4/2012 | 7:23:34 PM
re: Light Reading's Top Ten Private Companies Keep in mind that #3 on the list is iolon. They apparently make a MEMS based tunable laser with claims of extending their platform to a variety of other components. Does anyone know anything about these guys?
reoptic 12/4/2012 | 7:23:33 PM
re: Light Reading's Top Ten Private Companies The Redstone product is great and doing well.
The rest of it is a mess...old Castle stuff isn't selling and didn't they have one some kind of Netcore product that never got anyware. Case of good company with bad business/financial model. Could use some focus.
MeMeNet 12/4/2012 | 7:23:32 PM
re: Light Reading's Top Ten Private Companies Procket as a top 10 company ? Hahahah...What a joke!!! I hope these guys can get their hardware to work (say another year and a half) before they run out of money. Sometime I just wonder about where LR got the information from :-(.
qqq 12/4/2012 | 7:23:32 PM
re: Light Reading's Top Ten Private Companies I am surprised that Chiaro isn't on the list.
Route495 12/4/2012 | 7:23:31 PM
re: Light Reading's Top Ten Private Companies I totally agree. Lightreading saw one deal with NTT and put Appian on the list without any real analysis. I have nothing against Appian but in order to be successful and survive long time (and I dont care about the LR top ten lists) any telecom startup would have to get more then one customer buying atleast 10s of millions worth of equipment
to justify the 50-100 million that the VCs already invested in 2-3 rounds and the 25-50 milion more that the startup needs in round# 3-4 before substantial revenue buildup.



--
In todays real life market Appian would not get funding. I think this ought to be the ultimate test when looking at top ten companies or any other start up for that matter. If they were starting out today, would VC's fund them? Bottom line is you have to have a value proposition. And Appian and many others do not. They have some money left over but its going faster than the piddly $9,000,000 deals they'll do every 36 months.
Route495 12/4/2012 | 7:23:31 PM
re: Light Reading's Top Ten Private Companies It will be interesting to find out how much of the Unisphere revenue is from out of US. People who are unfamiliar with Siemens dont realize that Siemens is in Asia and Europe since hundred years. They have age old contacts and sales chanels. They keep people over there happy. For getting into accounts over there they have huge advantage over other US based companies which started just a few years ago.
SiO2 12/4/2012 | 7:23:29 PM
re: Light Reading's Top Ten Private Companies MeMeNet writes:

<snip> ... Sometime I just wonder
about where LR got the information
from :-(.

based on the current list, one can
surmise that either LR gave too little
weight to continued and on-going
success in those service providers
who require long sales cycles, or simply
does not have any visibility inside these
large providers.

SiO2



</snip>
Litewave 12/4/2012 | 7:23:28 PM
re: Light Reading's Top Ten Private Companies Author: Route495
...People who are unfamiliar with Siemens ...
They have age old contacts and sales chanels. They keep people over there happy. For getting into accounts over there they have huge advantage over other US based companies...


It never ceases to amaze me how authoratatively people speak about stuff they have no frigg'in clue about!!

Route495's statements couldn't be further from the truth!


If you actually interacted with Unisphere in Asia you would know that they're a very independent outfit.

More importantly, their wins have been with Service Provider divisions where Siemens is out-of-bounds! The Unisphere folks are IP savy, the Siemens folks barely know how to spell it!

Siemens has had ZERO contribution to Unisphere's wins in Asia.
Route495 12/4/2012 | 7:23:27 PM
re: Light Reading's Top Ten Private Companies Unisphere has every right to use Siemens sales contacts in Asia and Europe. Good luck to Unisphere, but to be successful in the long run they need to get more and bigger US wins.
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