Lucent Bags High-End Switch

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broadbandboy 12/4/2012 | 7:48:27 PM

re: Lucent Bags High-End Switch Thanks 'seen_the_light' for the good analysis!

You are right that WaveSmith and Equipe are not similar - WS is a small stackable edge switch, Equipe looks more like a core box. They are only similar in the fact that they both are new ATM start-ups.

So, if there is demand for a new ATM switch that can double as an LSR, than the future must be looking a whole lot better for these two.

Anyone else have a different perspective?

I know you IP guys must be gnashing your teeth at the very thought of an ATM startup...

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my2cents 12/4/2012 | 7:48:26 PM

re: Lucent Bags High-End Switch "So, if there is demand for a new ATM switch that can double as an LSR, than the future must be looking a whole lot better for these two."

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I must say Wavesmith marketing & PR department is really great otherwise how can a startup founded just last year manage to generate so much news.

Equipe on the other hand is keeping relatively quite. Their web page claims Beta starting June'01. Does anybody know whether that is true?

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lu-alum 12/4/2012 | 7:48:25 PM

re: Lucent Bags High-End Switch I get the feeling WSN is also positioning themselves as an LER as well. Equipe, I'm not sure about.

Anyone know for sure?

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my2cents 12/4/2012 | 7:48:23 PM

re: Lucent Bags High-End Switch Both WS & Equipe are positioning themself as the only game in town for a next-gen ATM switch. According to my sources, in a major carrier's recent quest for next-gen boxes, Equipe was not even considered. WS was condidered but not in a positive way. Some comment like "Not real at this point" ...

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broadbandboy 12/4/2012 | 7:48:21 PM

re: Lucent Bags High-End Switch "According to my sources, in a major carrier's recent quest for next-gen boxes, Equipe was not even considered."

Interesting. That may change now that Lucent's out. WaveSmith may not be real, yet.

I wonder who is on the short list? Lets see, Cisco, Nortel and Alcatel are still in the game, and maybe Marconi?

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broadbandboy 12/4/2012 | 7:48:21 PM

re: Lucent Bags High-End Switch "I get the feeling WSN is also positioning themselves as an LER as well."

Thats right, if they are going to sit at the edge, they would need LER functionality. I would bet ATM Frame comes first, with IP/MPLS in a later release.

The question is how will they interwork between the two.

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_____ 12/4/2012 | 7:48:20 PM

re: Lucent Bags High-End Switch Both WSN and Equipe are challenged with making ATM/Frame based products work using MPLS. But given the fact that MPLS is not in demand today, both companies have time on their side and time to get it right.

The news out of LU last week has a significant impact on Equipe since LU is the incumbent for most accounts Equipe would be going after. So the news is positive if you are a fan of Equipe.

The news out of LU does not have much of an impact on WSN since they are going after the edge market and the cancelled project at LU had little or nothing to do with the edge space. We need to wonder if LU will now focus on the edge and become a thorn in Wavesmith's side. But even if this is true I don't think it will slow down the WSN train. They are a talented group and are prepared to compete with anyone who gets in the way.

As for Alcatel, Marconi, Cisco and Nortel- Not of a concern. Alcatel will never get the box to work, Marconi is way behind but the marconi marketing dept is breathing their own fumes. Cisco will NEVER be able to develop cell based equipment for the carriers. They just don't get it and are not taken seriously by any of the decision makers looking for a next gen core switch. Nortel- We'll see if the next rev of passport can hold its own. The real threat was LU because of their existing install base- but LU is out of the picture now.

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broadbandboy 12/4/2012 | 7:48:18 PM

re: Lucent Bags High-End Switch "But given the fact that MPLS is not in demand today, both companies have time on their side and time to get it right."

I thought MPLS was supposed to be the next BIG thing? Why don't you think its not in demand today?

I agree MPLS is still in the formative stages, much standards work remains to be done. But aren't all the carriers looking for a platform that will get them from here to there?

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_____ 12/4/2012 | 7:48:17 PM

re: Lucent Bags High-End Switch I believe MPLS is the next big thing but it's a matter of time. Why is MPLS not in demand today? Wich I knew- but I do feel bad for those who have developed a switch based on MPLS alone.
Carriers have billions worth of ATM and Frame gear and want reliable next gen platforms which will allow them to continue to generate revenue off ATM and Frame AND allow them a logical solution to migrating to MPLS when the demand is high.

I'm not an expert on the subject but I do believe carriers will adopt a WSN/Equipe box before they take a chance at buying a pure MPLS solution. Carriers just can't afford the risk at this time of a pure MPLS solution. Sure, if the CLECS were still nipping at their heels the carriers might be forced to go to MPLS sooner, but with the CLECS out of the picture, carriers will adopt new technology at a very slow rate.

Just my 2 cents but it is a pretty basic supply and demand issue. 2 years ago people thought MPLS would be in every ATM network today but it did not happen.

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orange 12/4/2012 | 7:48:16 PM

re: Lucent Bags High-End Switch Yo not-here,

Don't ever call me a pessimist, I'm a cynic. (Go buy a dictionary, there's a difference). As far as realizing not the market changes, let me summarize what I believe, and then decide if I have my head up my ass:

1) The CLEC Wars are over, the ILECs and IXCs won. (This is good news for LU since their execs form golf foursomes with the execs of above and reminisce about the good ol' days of Western Electric.)
2) Nobody is spending money on the core today. What money is available is spent on the edge, particularly, IP services.
3) The MSS strategy of pushing the Nexabit IP router which has been the laughing stock of the industry for the past two years, and the Springtide box which is obscenely priced (especially given the heavy discounts that one can get the Shasta box for) is utterly doomed.
4) ATM is not dead yet. Given current capital budgets, carriers would much rather buy cards for existing boxes, and not new boxes.
5) MPLS is a hack thought up by Cisco in a futile attempt to give connection-based qualities to a connectionless technology.

The bottom line line is that decisions at Lucent are not due to business reasons, they're personal. How else can you justify laying off CSD personal and at the same time block transferring in SGG engineers? And don't try to pass those SSG guys as some elite organization, I've worked with them. They are, at best, completely ordinary. The only possible explanation is some exec level deal between Dave and Hilton.

And btw, if underline boy is who I think he is, he's no idiot but he's with some justification rather bitter. Most people, if they had to deal with Tom Butthead, would be. (Where does Lucent find 'em and why do they promote 'em well well past where the Peter Principal says they should end up?)

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