Optical Switching/Transport 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: Verizon Cautious with Purchases of Original Ciena Transport Products
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Transport Vendor Beneficiaries
Figure 2: Latest on Ciena's CN 4200 & Verizon
Figure 3: Latest on Ciena's Optical Cross-Connect & Verizon
Figure 4: Interoffice and Verizon
Figure 5: ULH and Verizon
Figure 6: More on Alcatel-Lucent Possibly Jettisoning "Lucent"
Figure 7: Would Ciena Buy "Lucent"?
Figure 8: AT&T vs Verizon on VoIP
Figure 9: CO Consolidation and Verizon
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April 2010 issue: Can ADVA Optical Networking Succeed Long Term with Product Differentiation?
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Our Assessment of ADVA's In-Service OTDR Capability
Figure 2: Functionality on Cloud Computing Card (5TCE)
Figure 3: Telecom Pragmatics Assessment of 5TCE
Figure 4: ADVA Says it is at Forefront of Latency Technology
Figure 5: Latency as New Big Buzzword
Figure 6: ADVA & AT&T
Figure 7: ADVA in the Research & Education Space
Figure 8: ADVA Still Maintains Movaz Well Worth Purchase
Figure 9: Should ADVA Continue Building Amplifiers In-House?
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March 2010 issue: Nortel's Impact on Ciena's 5400/CoreDirector II
(updated April, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Saga of Ciena's CoreDirector
Figure 2: Financial Performance of CoreDirector
Figure 3: Ciena's 5400 as an OTN Cross-Connect
Figure 4: Layer 3 vs OTN
Figure 5: CoreDirector & CN 4200
Figure 6: Potential Plan for 5400 Without 4200
Figure 7: Did Ciena Feel Stuck with Making Nortel Assets Purchase?
Figure 8: Ciena's Worldwide Packets Acquisition
Figure 9: Barriers to Acquisition of Ciena in the Past
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February 2010 issue: Nortelization of Ciena Seems Inevitable
(updated April, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Exhibit A: Former Nortel Execs Highly Influential at Ciena
Exhibit B: Past & Future Impact of Nortel Execs on Ciena
Figure 1: Integrated Photonics Acquisition & CN 4200
Figure 2: Financial Performance of CN 4200
Figure 3: CN 4200 & OME 6500 Head to Head
Figure 4: Positioning 4200 & 6500 to Particular Markets Nonsensical
Figure 5: New Outlook for CN 4200
Figure 6: More on OME 6500 Becoming Favorite
Figure 7: Long-Term Outlook for Ciena
Press Release
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January 2010 issue: Alcatel-Lucent's 1870 Transport Tera Switch: A Hail Mary Play?
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Exhibit A: Broadband/Optical Cross-Connect Evolution at AlcaLu
Figure 1: AlcaLu Appears to be Frantically Responding to Ciena's Recent Actions
Figure 2: A Cross-Connect on a Chip?
Figure 3: Conspicuous Absence of "Lucent" in Presentation
Figure 4: Insufficient Response to Question on Ciena's Base of Switches
Figure 5: Relative Lack of Importance on Biggest Capacity
Figure 6: What About Modularity?
Figure 7: What does AlcaLu Have to Lose?
Figure 8: Telecom Pragmatics' Assessment of 1870 Analyst Presentation
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December 2009 issue: Alcatel-Lucent Becoming Just Alcatel?
(updated January, 2010)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: Competitive Advantages of Alcatel-Lucent in Optical Core
Figure 2: Competitive Disadvantages for Alcatel-Lucent in Optical Core
Figure 3: Just Becoming "Alcatel" Arguably Inevitable
Figure 4: Why Alcatel/Lucent is Not Nortel on Transport
Figure 5: Chance that AlcaLu Could Wind Up Like Nortel
Figure 6: How AlcaLu Can Avoid Bankruptcy
Figure 7: AlcaLu Should Not Take Verizon for Granted in Optics
Figure 8: Assessment of Alcatel's Optical Company Acquisitions
Figure 9: Large Carriers Increasingly Looking at Mid-sized/Smaller Suppliers
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November 2009 issue: Cyan Optics — Tenuous Value-Add as Standalone Entity?
(updated December 30, 2009)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Emphasis on Ethernet
Adtran and Cyan
Marriage of Access Company with Cyan
Exhibit A: Current Hurdles for Cyan Optics
Exhibit B: Cyan's Solution as DWDM Play According to Buyers
Figure 1: Growing Ties Between Cyan & Adtran
Figure 2: Adtran's OPTI-6100 and Cyan's Solution
Figure 3: Future Development of Cyan Technology
Figure 4: Market Sweet Spot for Cyan
Figure 5: Differentiation on Cyan Not as Clear as CEO's Previous Products
Figure 6: Telecom Pragmatics' Recommended Future Direction for Cyan
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October 2009 issue: Should Adtran Consider Coming Out with Low-Cost Optical Cross-Connect?
Ciena Should Not MD CoreDirector I
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Financial Analysis
Overview
Figure 1: Adtran's Modus Operandi for Product Development
Figure 2: Lessons Learned by Adtran in Temporarily Moving Away from MO
The Optical Cross-Connect Option for Adtran
Ciena's 5400 Highly Differentiated from CoreDirector I
Exhibit A: Previous Examples of Adtran's MO
Figure 3: Advantages for Adtran in Possibly Penetrating Broadband CC Market
Figure 4: Adtran's Previous Experience with Cross-Connects
Figure 5: Reasons Why Ciena Will Probably MD CoreDirector I
Major Obstacles to Adtran Considering Optical Cross-Connect Space
Recommendations to Adtran
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September 2009 issue: Ciena's New 5400: Evolutionary & Potentially Enduring
(updated 10/9/09 regarding offer on Ciena Assets)
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Overview
Figure 1: A Better Mousetrap by Ciena
Transformation of Ciena
Lost Opportunity for Tellabs
Market Resistance to Mesh Architectures/Control Planes
Compatibility
Ciena's New Products "Future-proof"?
Figure 2: Equipment Compatibility on Ciena's New Switches
Obligatory OPEX Savings Rhetoric
Ciena's Proposed Purchase of Nortel's Assets Questionable
Figure 3: Ads and Disads of Ciena's Potential Buyout of Nortel Division
"Stalking Horse"
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August 2009 issue: Will ROADMs Ultimately Cannibalize Optical Cross-connects?
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Commodity-like Market for Component & System Vendors
US ROADM Market
Figure 1: Key Success Factors in ROADM System Market
8-Degree Systems
ROADMs Taking on Optical Switching in the Future?
Figure 2: ROADMs Taking on Switching vs Limited Impact
Figure 3: Evolution of ROADMs
System Suppliers to US
Fujitsu
Tellabs
Ciena
Cisco Systems
Alcatel-Lucent
Huawei
Infinera
Nortel ROADM Assets
ADVA Optical Networking
Ekinops
Others
Component Vendors
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July 2009 issue: Broadband Cross-connects: A Competitive Analysis
Authors: Samuel Greenholtz, Mark Lutkowitz, and David Gross
Table of Contents
Ciena's Market Position
Financial Analysis
Figure 1: Financial Situation of Vendors
Market Growth
Future of Broadband Cross-connect Technology
Figure 2: Evolution of Broadband/Cross-Connects
Head-to-Head Comparisons of Suppliers
Ciena
Alcatel-Lucent
Huawei
Sycamore
Tellabs
Infinera
Cisco Systems
Fujitsu
Figure 3: Major Broadband/Optical Cross-Connect Vendor Rankings
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