ADVA Optical Networking
ADVA continues to announce customer wins, and engage in partnerships aimed at strengthening its WDM product offerings. But a year of declining sales drained the company of key reserves needed to weather today’s financial storm. (11/17/2008)
Alcatel-Lucent
As Alcatel-Lucent’s struggles wear on, its optical division remains a star, posting strong revenue growth in both terrestrial and submarine networking. Additionally, expected product portfolio enhancements should only bolster its optical prowess. (8/11/2008)
Ciena
Ciena’s launch of an Ethernet service switch further filled out the vendor’s packet offering to tap opportunities such as mobile backhaul and IP-based triple play. The trick for Ciena will be to keep Ethernet wins like the recent XO deal flowing. (10/16/2008)
Cisco
Cisco’s systematic updates to the ONS 15454 platform have made it one of the most capable metro WDM products on the market. The problem for the data networking giant is that talk of Cisco and optical frequently begin and end with that platform. (10/16/2008)
ECI Telecom
While ECI has announced several wins for its XDM platform with a 10-degree WSS ROADM, thus arguing against the assertion that this functionality is too expensive, ECI needs some high-profile wins to validate ROADM market leadership. (9/18/2008)
Ericsson
With most fixed line acquisitions now integrated into its portfolio, Ericsson would argue it is in “fighting shape.” But, the fact that Ericsson has been quiet on packet optical and 100G indicates that some key optical R&D work remains. (11/20/2008)
Fujitsu
While Fujitsu has made headlines recently with its packet optical platform, and news that it might sell more optical transport gear in Europe, systematic enhancements to its bread and butter platforms are what keep the vendor on solid ground. (11/17/2008)
Huawei
Huawei’s increasing involvement in standardization efforts should bolster its reputation as world-class optical vendor. However, whether Huawei’s effort will result in a coveted win in the North American carrier market remains to be seen. (8/11/2008)
Infinera
With the release of new features and recent customer announcements, Infinera is demonstrating its market prowess. However, the current implementation restricts the DTN’s utility for operators that want to use 40G to relieve fiber constraints. (9/18/2008)
NEC
While NEC has stepped up its optical marketing activities with ads, conference submissions, and journal articles, the lack of North America deployments of its newer optical platforms raises questions about the effectiveness of this new campaign. (10/16/2008)
Nokia Siemens Networks
The enhancement of the hiT 7300 platform represents NSN’s first major optical marketing push since the company was formed. While promising in concept, it remains to be seen whether this new functionality will result in additional sales for NSN. (11/20/2008)
Nortel
Nortel has become aggressive on 40G/100G by via its Adaptive Optical Engine solution. While putting the framework in place is important, now Nortel must demonstrate that it can turn 40G/100G “ready” systems into 40G/100G wavelength sales. (8/11/2008)
Tellabs
With increasing international revenue and two new unnamed customers for the 7100 OTS, Tellabs is showing positive momentum worldwide. However, Tellabs’ overall revenue fell in Q2 2008, indicating that the vendor is still struggling financially. (9/15/2008)
Transmode
Illustrating that efforts to expand beyond Europe are paying off, Transmode recently announced several wins in N. America and Asia-Pac. However, as a small, privately owned firm, Transmode faces stiff competition from the larger optical players. (9/15/2008)
ZTE
An enigma in the optical market, ZTE dedicates almost no effort toward casting itself as an optical vendor. Yet the vendor seeks to become the world’s number three optical supplier by 2011, a task that will require heroic R&D and marcom efforts. (8/11/2008)
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