40/100 Gigabit Network Strategies Monthly
One-year subscription includes 12 issues, corporate site license,
and access to analyst team for follow-up Q&A: US$1,495.00
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May 2010 issue:
Infinera Had to Make a Choice
(updated June, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Infinera's Clear Simplicity Advantage
Figure 2: Inherent Technical Characteristic on Backend?
Figure 3: Infinera's Secret Wish?
Figure 4: Exaggeration on "40G Squeeze"
Figure 5: Infinera Admission
Figure 6: Cisco Systems' Purchase of CoreOptics
Figure 7: Dichotomy on Optical Gear at Cisco Systems
Figure 8: Juniper in High-End Optical Game
Figure 9: Case for OTN & MPLS Not Being in Conflict
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April 2010 issue:
360networks and High-End Optics
(updated June, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: 360networks and 40G
Figure 2: Nortel's (Ciena's) 10G in Limbo at 360networks
Figure 3: Competitive Position of DWDM Suppliers at 360
Figure 4: 360networks and Leasing Fiber
Figure 5: 360networks' Capacity Utilization Situation
Figure 6: Continuing Reliance on Low-End SONET at 360networks
Figure 7: 360 Network Expansion
Figure 8: 360 Pricing Philosophy
Figure 9: VoIP Push at 360networks
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March 2010 issue:
Assessment of ADVA Optical Networking & 40/100G
(updated April, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Features of ADVA's Enterprise 100GbE Solution
Figure 2: Telecom Pragmatics Evaluation of ADVA's 100GbE Solution
Figure 3: Telecom Pragmatics Evaluation of ADVA's Gearbox
Figure 4: Features of ADVA's ODU Encapsulation
Figure 5: Telecom Pragmatics Evaluation of ADVA's ODU Encapsulation
Figure 6: ADVA Claims to Have Best 40G Muxponder
Figure 7: Telecom Pragmatics Evaluation of ADVA's 40G Muxponder
Figure 8: PM-QPSK/Coherent Technology Not Just for Fixed 100G Optics
Figure 9: Movement to 40G/100G Another Reason Not to Go Outside C-band
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February 2010 issue:
Insights into AT&T's 100G Ultra Long Haul Test
(updated March, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: AT&T's 100G Test at a Glance
Figure 2: Manifestation of the Real AT&T
Figure 3: Cisco Systems & AT&T 100G Trial
Figure 4: Opnext & the AT&T Trial
Figure 5: Ixia & the AT&T Trial
Figure 6: Success in 40G No Guarantee for Vendor with 100G
Figure 7: Concentration on n x 10G
Figure 8: Latest on Level 3 & 100G
Figure 9: Update on Google's Capacity Needs
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January 2010 issue:
Vello Systems: Brand New Start or Last Gasp?
(updated February, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Credibility over OFDM
Figure 2: Potential Acquisition of Vendor
Exhibit A: Vello by the Numbers
Figure 3: Huawei vs Vello
Figure 4: What About Rest of Market Going to PM-QPSK at High End?
Figure 5: Vello & 100G
Figure 6: OFDM & Beyond 100G
Figure 7: Vello Systems & L Band
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December 2009 issue:
Ciena's Nortel Gear Unlikely to Get Verizon's 40/100G Business
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Ciena Believes VZ Will Now Buy Nortel 40/100G Gear
Figure 2: Ciena's Previous SONET Busts
Exhibit A: Other Examples of Past Delusional Thinking by Ciena's Leadership
Exhibit B: Further Thoughts on Ciena's Purchase of Nortel Transport Assets
Figure 3: A Case for Nortel Solidifying Ciena's 40/100G Position
Figure 4: Likely 100G Long-Haul Vendors to Verizon
Figure 5: Verizon & Fujitsu's 40G/100G Solutions
Figure 6: Latest on Speeds & Serial vs Muxponders at Verizon for LH
Figure 7: Verizon's Most Congested Routes
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November 2009 issue:
Google's Pressing Need for 40/100G
(updated December 31, 2009)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Google's 40/100G Plans
Exhibit A: Suppliers' Competitive Positioning at Google
Figure 2: Google & Operating Costs
Figure 3: Build vs Lease Capacity at Google
Exhibit B: Google & Designing Telecom Gear
Figure 4: Network Capacity Considerations at Google
Figure 5: Purpose of Google's Investment in Other Networks
Figure 6: Why Google Never Wanted to Run a Public Network
Figure 7: Google's Mysterious Network Paradox
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October 2009 issue:
Fujitsu vs Hitachi on 40/100G
(updated November 23, 2009)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Exhibit A: Fujitsu vs Hitachi on US High-End Optical Strategy
Figure 1: Strategic Analysis of Fujitsu's Overall US Optical System Business
Figure 2: Strategic Analysis of Hitachi's Overall US Optical System Business
Figure 3: Fujitsu's 40G Evolution
Figure 4: Hitachi's North America Optical Strategy Alternatives
Figure 5: Supplier Hesitancy to Promote Muxponders over Serial
Figure 6: Fujitsu & Verizon
Figure 7: Lowest Cost/Bit in LH/Regional Networks
Figure 8: Case of 40G Proving In With Cost over 4 x 10G
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September 2009 issue:
Lower Manhattan: Mecca for 100G & Mesh Networking
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Change at the 140 West Central Office
Figure 2: The Major Players in the 100G Deal
Figure 3: Reasons for NYSE to go to 100G Early
Potential Enticement Trap for Ciena?
Mesh Networks Further Uptown
Spotlight on CenturyLink
Exhibit A: Current & Projected Installed Base Data on CenturyLink
Figure 4: Impact on Embarq Resulting from Merger
Figure 5: Impact of Merger on CenturyTel
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August 2009 issue:
100G Chip/Component Price Pressures to Force Virtual Vertical Integration by System Vendors
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
The Case for Vertical Integration
Figure 1: Status Quo vs Vertical Integration
The Case Against Vertical Integration
Forces Leading to More Specialization
Figure 2: Example of Four-Company Involvement in Food Chain
Need for Greater Virtual Vertical Integration
Figure 3: Solution is More Virtual VI in 100G Market
Spotlight on Infinera
Figure 4: Infinera Experience in Vertical Integration
Figure 5: Infinera's Overall Performance at Level 3
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July 2009 issue: Metro 40G
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Potential Increase in Market for Metro 40G
Figure 1: 40G Metro Configurations
Possible Metro 40G Network Deployment Scenarios
Figure 2: Metros in Northeast and Mid-Atlantic
Keeping Metro 40G in Perspective
Figure 3: Cost Disparity Between 40G Interfaces/Ports
Focus on the News
"Nokia Siemens Networks and Juniper Networks to Integrate IP and Optical Technologies"
Corning Introduces New Solutions for Data Center Applications
Verizon's Dynamic Optical Network Takes Global Honor
Supplier Spotlight
Ciena
Figure 4: Ciena's Overall Product Strategy
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June 2009 issue: RBOC 40G/100G Network Strategies
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
RBOC 40G/100G Projected Outlook Financial Analysis 40/100G Strategies of RBOCs AT&T Verizon Qwest Conclusion Focus on the News Supplier Spotlight Ekinops
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