- Setting odds on Russo. At yesterday's reception after the show, a group of gearheads was taking odds on how long Pat Russo would last, and the relative significance of the Alcatel-Lucent (NYSE: ALU) board of directors "vote of confidence" press release yesterday. (See AlcaLu Board Backs Russo.) Does the board really plan to stand behind her? Or was the press release more like the kiss of death? Barring any sort of drastic turnaround at AlcaLu, our amateur oddsmakers have Russo stepping down by the end of the fourth quarter.
- The times, they are a-changin'. At yesterday's "Building Dynamic Optical Networks" panel, Transmode Systems AB sales manager Andy Howard summed up the difference between this optical boom and the last one: "The old business model was 'Build it and they will come.' But now it's more like, 'Oh shit, they're here. Now what do we do?' "
- Love for the little guy. With attendees like Alcatel-Lucent, Ciena Corp. (NYSE: CIEN), Fujitsu Network Communications Inc. , Infinera Corp. (Nasdaq: INFN), and Nokia Networks , among others, it's difficult to complain about turnout. But some attendees have wondered aloud, "Where are the startups?" Glenn Wellbrock, director of backbone network design at Verizon Communications Inc. (NYSE: VZ), mourned the dearth of innovative young companies in optical networking: "There are not enough of them out there. For a while there were too many, but it's time to start seeing them again."
— Ryan Lawler, Reporter, Light Reading