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voyeur 12/4/2012 | 10:40:20 PM
re: SBC, Verizon Mull Metro Buys Tellabs wasn't mentioned because they had already lost last fall (at least where Verizon was concerned)

http://www.lightreading.com/do...

Not sure what SBC thinks of them. Actually, I am surprised ONI wasn't mentioned, but with the long buying horizon's of the RBOC's, they probably didn't complete OSMINE by the time the RFP's were initially issued.
nagogpark2002 12/4/2012 | 10:40:19 PM
re: SBC, Verizon Mull Metro Buys According to this article, Wavesmith is in Verizon RFP shortlist along with "two or three other vendors"

http://www.nwfusion.com/edge/n...
gea 12/4/2012 | 10:40:19 PM
re: SBC, Verizon Mull Metro Buys ONI is not an MSPP. And I'm sure that the $$$ involved in next gen SONET RFPs vs Metro-DWDM is significantly larger. I suspect there's not tons of DWDM gear going into Verizon networks, except where absolutely necessary. Anyone know for certain?
catbrier 12/4/2012 | 10:40:18 PM
re: SBC, Verizon Mull Metro Buys "With no disrespect to Astral Point/ALA, as this could apply to any of the acquired start-ups, but just because they are now part of a larger operation doesn't mean that they suddenly expanded their manufacturing capacity, brain trust, feature development dates, and service/support capability."

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You have hit the nail squarely on the head. Even the major players don't have much of a chance if their only product in the RFP space is through acquisition of a small company. They may be invited to propose and politely listened to (if the product has gone through OSMINE), but that is as far as they get.
catbrier 12/4/2012 | 10:40:18 PM
re: SBC, Verizon Mull Metro Buys "Tellabs wasn't mentioned because they had already lost last fall (at least where Verizon was concerned)
http://www.lightreading.com/do...
Not sure what SBC thinks of them. Actually, I am surprised ONI wasn't mentioned, but with the long buying horizon's of the RBOC's, they probably didn't complete OSMINE by the time the RFP's were initially issued."
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There is no relationship between Verizon's NG SONET RFP and last year's ring DWDM one. The LR article you reference is full of misinformation. Tellabs did make it down to the wire, but did not lose out because of price.
catbrier 12/4/2012 | 10:40:18 PM
re: SBC, Verizon Mull Metro Buys One must be careful to distinguish between what industry analysts think is the size of the contract and what the proposers actually bid. The Verizon ring DWDM RFP value was roughly the same size as the numbers in this article.
catbrier 12/4/2012 | 10:40:17 PM
re: SBC, Verizon Mull Metro Buys According to this article, Wavesmith is in Verizon RFP shortlist along with "two or three other vendors"
http://www.nwfusion.com/edge/n...
-------------------------------------------------------

It's a different RFP and, at $100M, a much smaller one.
lightbuster 12/4/2012 | 10:40:15 PM
re: SBC, Verizon Mull Metro Buys >Start-ups weren't even considered for this >business because none of them have the money to >get OSMIME certification- a show stopper in both >bids..
well then ...Metro-Optics has OSMIME certification.Why rn't they out there with them.
I heard Verizon was looking into its product once
early this year....
^Eagle^ 12/4/2012 | 10:40:14 PM
re: SBC, Verizon Mull Metro Buys MPL......you need to learn your industry better! Avanex has NO content or product in ANY of the next generation SONET boxes!! They only supply the Long Haul portions of both Fujitsu and Nortel..... They do not supply to the SONET side nor to the Metro DWDM sides.

And on top of that, the truth is the % award of hte total contract for each of their product given to Avanex for both it's Fujitsu and Nortel contracts have been decreased significantly due to excessive quality issues, product returns, late shipments, and general poor account management.

Avanex has also had tremendous churn in its sales ranks with ALL of their sale staff interviewing with me for a job in the last 12 months.

So, don' t read any great news for Avanex in this story or others. The only reason they survive today is that they went public on hype and vapor products back when things were all balloon in the market. They got a big chunk of cash and have survived only because of that. Their revenues would still be down even in an up market because of all the problems inside.
The best thing that ever could have happened to them was the downturn...gives them a built in excuse for why they are not doing well....rather than the real reasons!

PS. don't try to guess who I am. But my information is dead on and absolutely correct.

Sailboat.

Someone who has taken significant share of Avanex's business from them!

Believe me, I know what I am talking about.
Twistall 12/4/2012 | 10:40:13 PM
re: SBC, Verizon Mull Metro Buys Interesting article, but... it doesn't explain the reason behind the delay in the decision. Yes, the article mentions that they're possibly considering spending cut-backs (duh) and making better use of what they have (double-duh)...

So here's my question: If the current vendors' products are so groovy, why no contract?

My idle speculation: Something very promising, but not quite ready for prime-time, is in the lab now, and they're waiting to see if it's the real deal. And it's not a product from one of their current suppliers...

(how's that for a good rumor?)
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