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Posted on 11.16.06
Ovum-RHK has announced its preliminary analysis of third-quarter 2006 results for optical networking equipment vendors. 3Q06 revenues were $3.1 billion, up 13 percent versus 3Q05 and up 5 percent versus 2Q06. Top 3 vendors were Alcatel with 16.8%, Nortel with 10.1%, and Huawei with 9.5%. The North American spending gain was once again broad-based, with metro and backbone WDM growth leading the way as mobile and wireline network operators continued expanding their networks to accommodate growing video and packet data traffic. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 11.14.06
NeoPhotonics, a supplier of optical networking components for long-haul, metro and access networks, has announced the acquisition of Paxera Corp. of Santa Clara, California a maker of ultra-widely unable lasers. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 10.11.06
A comment (posted by W.R. Koss, former VP of Business Alliances at Ciena) that reads more like an article following a post at Nyquist Capital gives a somewhat contrarian view of Infinera’s success. I believe that Mr. Koss’s primary point is that Infinera’s success is largely due to its venture capital backers and sales and marketing force rather than breakthrough technology. Also, Mr. Koss lays out reasons that Infinera will more likely be acquired by a larger equipment vendor than go IPO. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 10.04.06
Ciena and Swisscom have announced Carrier Ethernet certification for Swisscom’s Carrier Optical Service (COS) and Ciena’s optical Ethernet platforms - the CN 4200 and CN 2300 Managed Optical Services Multiplexer - that power COS. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 10.03.06
Dot-com telecom bubble survivor Mintera Corporation has announced it has raised $10 Million of venture capital financing. Mintera develops and markets 40 Gigabits per second (Gbps) fiber-optic transport sub-systems, for metro-core, regional, long-haul and ultra long-haul optical networks. The company will use the financing to complete the commercial launch of its new, 40 Gbps product platform, the MI 40000XS. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 10.02.06
Nortel chief technology officer John Roese has stated that "That Internet bubble that happened in 2000, where we overbuilt the optical domain, and everybody said we’d never catch up–we are,"…"I’ve talked to CTOs and CEOs of large carriers over the last two months and … a couple have said, ‘We’re not sure why, but our pipes are filling up.’" Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 09.28.06
Worldwide sales of reconfigurable optical add/drop multiplexing (ROADM) gear will break the $250 million mark for the first time in 2006 and will grow to $920 million in 2011, for an average annual growth rate of almost 30 percent, according to a new report from Heavy Reading. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 09.06.06
Infinera extended its lead in 10 Gigabits/second (Gb/s) long-haul DWDM shipments in the second quarter of 2006 with a 29% global market share, according to data from independent analyst firm the Dell’Oro Group. Filed under: Fiber Optic Telecom Business Issues Comments: 1 Comment |
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Posted on 09.06.06
Worldwide optical network hardware revenue increased 20% between the first and second quarter of 2006, reaching $3.1 billion in 2Q06, mainly due to gains by Huawei and Alcatel, according to Infonetics Research Optical Network Hardware report. The market is forecast to grow 14% between 2005 and 2009, when it will reach $12.3 billion. 2Q06 Optical Network Hardware Highlights
Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 08.31.06
A new report by Dell’Oro Group, states that worldwide sales of Optical Transport equipment reached $2.3 billion in the second quarter of 2006—the highest quarterly results since the fourth quarter of 2001—primarily on strong WDM sales. Worldwide sales for WDM equipment grew 35 percent in the second quarter year-over-year with the majority of the growth coming from North America and the EMEA regions. Filed under: Uncategorized and Fiber Optic Telecom Business Issues Comments: None |
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Posted on 07.19.06
This Communications Technology article points out that Cable TV carriers backbone network capacity is being filled up, and a capacity upgrade cycle is in the works: "The majority of the backbone core facilities are all built out today," says Kevin McElearney, Comcast VP of backbone architecture and engineering. "We’ve got full production and traffic running on East and West Coast rings, and we expect to complete the remaining market connects and fiber throughout the end of the year."…"We’re looking at deploying 40 Gig this year and talking to vendors about 100 Gig," Filed under: Fiber Optic Telecom Business Issues and Fiber Optic Cable Network Upgrades Comments: None |
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Posted on 07.19.06
Broadwing Corporation has announced that it has selected Infinera’s DTN optical system to enhance its optical network. In addition, Infinera is licensing key Corvis intellectual property including Raman amplification. Infinera also will take over manufacturing and maintenance support for Broadwing’s CorWave network with members of the Corvis engineering, manufacturing, and support team becoming Infinera employees. Corvis was a telecom equipment vendor born in the previous telecom boom and touted "all-optical" networks. With cash from its IPO, it took over its largest customer Broadwing. This is where the "legacy" agreement comes from. As Lightreading pointed out, it is ironic that Infinera is putting Corvis products "to rest" since the two vendors have such widely divergent network technology approaches. Filed under: WDM Technology and Fiber Optic Telecom Business Issues Comments: None |
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Posted on 07.11.06
Verizon has selected the Tellabs 7100 optical transport system to provide backbone transport for its metro networks. Initially Verizon will deploy the Tellabs 7100 system to support its FiOS Fiber-to-the-Premises triple-play network. Later, Verizon will use the Tellabs 7100 system to converge all of its core metro services onto DWDM (dense wave division multiplexing) transport. Filed under: New WDM Deployments and Fiber Optic Telecom Business Issues Comments: None |
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Posted on 07.03.06
According to this Lightreading article, Google is rethinking its investment in dark fiber and operating its own long haul fiber network. Reasons for the retreat include low carrier prices for capacity, regulatory hurdles, and realignment of investment priorities. This article is contrary to a previous article that Google may be amassing dark fiber to build an IPv6 network. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 06.30.06
Qwest has announced it signed a five-year deal with U.S. Bancorp for Qwest QWave. Qwest QWave is an optical wavelength private-line product that utilizes dense wave division multiplexing (DWDM) technology at speeds up to 10 gigabits per second (Gbps). Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 06.28.06
Transmode has announced that Infonetics and Ovum-RHK have both placed Transmode as a top supplier of metro WDM solutions in the EMEA region. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 06.27.06
In a further sign of reviving health of the long-haul fiber optics telecom equipment market, Capella, a provider of wavelength selective swtiching ROADMs, has announced the completed transfer of manufacturing of its WavePath product line to Fabrinet (a contract manufacturer). Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 06.26.06
Following Google’s large-scale purchases of dark fiber capacity, there has been much speculation on what Google is going to do with all this dark fiber. In this article, Alex Lightman, CEO of IP telephony vendor Innofone.com proposed that it has do with the new Internet Protocol version 6 standard IPv6. Apparently, major US carriers have been slow to adapt this standard, and Google may be planning to adapt this standard for traffic over the now dark fiber. IPv6 provisions for orders of magnitude more IP addresses, which may be important to Google for providing services to mobile devices. Filed under: Fiber Optic Telecom Business Issues Comments: 1 Comment |
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Posted on 06.19.06
XO Communications has announced a multi-year agreement worth up to $3 million to provide dark fiber to the Mid-Atlantic Broadband Cooperative (MBC). Under the terms of the agreement, XO is providing MBC with 800 miles of dark fiber between Atlanta, Richmond and Washington, DC. MBC will incorporate the dark fiber into its advanced, open-access fiber optic network that will provide high-capacity optical transport services on a wholesale basis to the region. Filed under: Fiber Optic Telecom Business Issues Comments: None |
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Posted on 06.12.06
CNet ran a short article on at&t’s post-merger network equipment spending. Here’s a quote: AT&T is spending billions of dollars on faster IP routers and optical networking gear, quadrupling speeds on some links to 40 gigabits per second (Gbps) from 10Gbps, he said. These links, to be deployed this summer, will connect 31 of AT&T’s highest-traffic cities. In the end, the network will be able to transmit 94,000Gbps, he added. Filed under: New WDM Deployments and Fiber Optic Telecom Business Issues Comments: None |
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