Mintera Nabs Nokia Siemens
The blow to StrataLight is softened now that the company is owned by Opnext Inc. (Nasdaq: OPXT). Still, Mintera seems to have won Round 1 by getting its 40-Gbit/s linecards into the hiT 7300 long-haul DWDM system from Nokia Networks . (See NSN Deploys Mintera.)
Mintera announced yesterday that its MI 4000XM Adaptive-DPSK module, which applies differential phase-shift keying (DPSK) to produce 40-Gbit/s signals, is being used in the 7300. (See Opnext Steps Up With StrataLight.)
Analyst Paul Bonenfant of Morgan Keegan & Company Inc. had uncovered the relationship in March, at the OFC/NFOEC show. NSN at the time acknowledged that the hiT 7300 was using a 40-Gbit/s circuit pack that didn't come from Opnext/StrataLight, but officials didn't mention any use of Mintera, instead describing the circuit pack as homemade. (See OFC/NFOEC 2009 Roundup.)
It seems Mintera was in there, though. NSN announced in March that Columbus Networks, a U.S. wholesale provider, was using the new 40-Gbit/s circuit pack, and yesterday's Mintera announcement points to that win as its first deployment with NSN.
NSN had been using StrataLight's transponder systems alongside its DWDM equipment, supplying that combination to AT&T Inc. (NYSE: T), among others. The AT&T deal won't run out of steam right away, because a migration to Mintera would be slow even after that vendor got qualified into the network, Bonenfant notes.
Still, it's likely to be the "first in a series of 40G MSA [multisource agreement] design wins to be announced by Mintera," Bonenfant writes in a note issued this morning.
Mintera, with help from investor JDSU (Nasdaq: JDSU; Toronto: JDU), began shipping 40-Gbit/s transponder cards in January 2008, before StrataLight did. At the time, Mintera mentioned having "several" customers including one in Europe. (See Mintera Challenges StrataLight in 40G Fight, Mintera Adds Cash, Partner, Mintera Ships 40G Module, and Who Makes What: 40- & 100-Gbit/s Systems.)
Opnext has since come out with its own 40-Gbit/s transceiver modules. (See Opnext Adds 40Gig Products.)
NSN represented 83 percent of StrataLight's revenues as of June 2008, and 25 percent of StrataLight and Opnext's combined revenues as of December 2008, Bonenfant writes. More recent data isn't so precise, as Opnext has stopped reporting specifics about its large customers.
Opnext officials weren't available for a detailed interview, but Ed Cornejo, vice president of product marketing, forwarded Light Reading an email that Mintera's announcement is "not new news to us" and that Opnext is "confident that we will maintain our leadership position in DPSK module and line card deployment."
— Craig Matsumoto, West Coast Editor, Light Reading