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puddnhead_wilson 12/5/2012 | 12:21:36 AM
re: WaveSmith Wins at SBC I am wondering what is the exact scenario in which the Ciena relationship would have "played a hand" in getting this contract. Just because Ciena is larger, and the implied stability that brings? I don't see any clear benefits of "contacts," since there is no current customer relationship with Ciena over at SBC that I know of ...
wass 12/5/2012 | 12:21:35 AM
re: WaveSmith Wins at SBC SBC has an unwritten policy to only work with startups that have a "big brother" as a partner. It is likely that Ciena helped just by being there.

ILikeBirds 12/5/2012 | 12:21:34 AM
re: WaveSmith Wins at SBC I'd like to congratulate everyone over at wavesmith for this accomplishment. Way to go, and keep up the excellent work....
rbkoontz 12/5/2012 | 12:21:32 AM
re: WaveSmith Wins at SBC This is actually a small deal in the big scheme of things. Lucent decided to pass on this rather than drop the price of their CBX 500 plugs by 50%plus. This way LU still makes money selling into their installed base of CBX.

The Wavesmith win is for DSLAM aggregation only - probably less than 100 units which will be sold at negative gross margins. However the RBOC win will certainly be huge help to Wavesmith in raising another funding round. It buys Wavesmith some runway to figure out how to actually build a profitble business.

Agreed with WASS - Ciena did nothing to drive this deal. It has been in the works for 18 months. Only SBC would not sign a PO to a startup without a financially viable company to take financial and support responsibility. Think of Ciena as Bank of America without the ATM.
Richard Hatch 12/5/2012 | 12:21:29 AM
re: WaveSmith Wins at SBC If this is the application I think it is (I heard about it over a year ago if not more), SBC was looking for a smallish box that fell in the $30-40k price range. I actually thought it would go to a Mainsail/Terayon type box based on those guidelines. Definitely too small & cheap for CBX-500, even at bargain-basement pricing.

I am surprised they got this, but good for them b/c there is hope for other startups now. I am waiting for the return of the days when a rumor about being in the Williams lab would bump your valuation $200+m or so (but not holding breath)!
MaxQoS 12/5/2012 | 12:21:29 AM
re: WaveSmith Wins at SBC Most Wanted,

So another way to restate what you said would be to say that LU can't afford to undermine their legacy business in antique CBX 500's by lowering their gross margin to compete with someone with a next gen edge platform. Having failed to develop any sort of replacement for the CBX, they have to hope that the RBOC's keep buying what they've got while LU tries to figure out how to build a profitable business. Oh, and just for good measure, plant a little FUD that they're selling the Wavesmith boxes at a loss just to get the carrier win not the more likely scenario that the WS box is just cheaper to deploy than the behemoth CBX 500.

Newsflash: LU has been a stunning failure in the profitability department thus far, a lot of people at CTIA wondered how much runway LU has.

Disclaimer: I've never had any relationship with Wavesmith.

Max
optical_man 12/5/2012 | 12:21:29 AM
re: WaveSmith Wins at SBC Author: Most Wanted Number: 4
Subject: Small Deal? Date: 3/27/2003 8:46:52 PM
This is actually a small deal in the big scheme of things. Lucent decided to pass on this rather than drop the price of their CBX 500 plugs by 50%plus. This way LU still makes money selling into their installed base of CBX.

You Sir are a loser on many levels, philosophically, logically, intellectually. (did I spell all those correctly?).
Pull your head out of your axx and celebrate a breakthrough for a nobody who now has a chance to be a bit player in the recovery! These guys may make sub 1 billion/year eventually, which is a joke for legacy players, but more money than I made last year (or even the year before that I think :-))
Not sure if your pooh-poohing of this is because you are under a still hidden rock at Lucent, or you lost this deal at a competitor, or you just hate everything in general, but you are not the type of person who's going to drag us out of the mud to respectable spending, deployment levels where we can make an honest living delivering value.
Geez, a small company announces a national deployment at SBC (in 2003 for gosh sakes!) and you bitch about it?
Go away, or I shall taunt you a Second Time....

BobbyMax 12/5/2012 | 12:21:28 AM
re: WaveSmith Wins at SBC Switch for DSL aggregation is a simple device that is likely to be duplicated by hundreds of vendors. So the prices may come down further to the point that the business for for the DSL would go down the tubes. There is nothing to excited about WaveSmith getting some business from DSL.

What is surprising is that SBC is taking such a risk. The future of SBC itself is very dim as it is losing the number of access lines and its customer service is located in India without the knowledge of its customers.

Although the wings of SBC has been clipped its CEO made an obscene amount of money -- ten million dollars. He was entitled to receove this money but the SBC board gave $10 Millions of shareholders money.
allidia 12/5/2012 | 12:21:24 AM
re: WaveSmith Wins at SBC according to a blurb in yesterday's Boston Globe. Assuming 200 sites then $50k per system is about right. Question is what percent does Ciena get? I would guess 30% and that they would provide the support. Not sure how big Wavesmith Customer service is but 200 sites leads me to believe Ciena may have more of a role in this than thought. Either way this is a positive development but also a very rare one.
alcabash 12/5/2012 | 12:21:17 AM
re: WaveSmith Wins at SBC Alcatel owns the DSL layer at SBC and was not able to sell its ATM switches 7470 and 7670. Cisco owned the ATM and IP at SBC and lost that battle too.
That is a big upset for both incumbents.
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