ADVA Optical Networking
Even while it continues to announce a steady stream of new contract wins, ADVA is feeling a revenue pinch resulting from ongoing industry consolidation that is affecting both its competitors and its customer base. (4/2/2008)
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| Price: $495 |
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Alcatel-Lucent
Despite financial difficulties at Alcatel-Lucent in 2007, the vendor remained the world’s market leading optical supplier, even improving on its dominant market share position. Unfortunately for ALU, revenue growth does not equal efficiency. (4/28/2008)
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| Price: $495 |
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Ciena
Ciena continues to illustrate its focus on providing solutions for converging networks with its WWP acquisition. However, how these new products fit in with the company’s existing product portfolio remains to be seen. (3/7/2008)
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| Price: $495 |
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Cisco
Recently, Cisco has shown momentum for the new ROADM and Xponder features for its flagship ONS 15454. Still, the lack of customer announcements for other optical products raises some red flags about the synergies within Cisco’s optical portfolio. (3/11/2008)
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| Price: $495 |
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ECI Telecom
Following up on recent product developments, ECI’s customer wins build credibility for the new optical capabilities. However, recent reorganizations and smaller scale could hinder the company’s odds when competing head to head for Tier 1 accounts. (1/3/2008)
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| Price: $495 |
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Ericsson
Recent enhancements to Ericsson’s optical portfolio strengthen its fixed and mobile network convergence solution. However, to capitalize on these efforts, Ericsson needs to articulate its optical strengths as part of its overall marketing message. (4/8/2008)
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| Price: $495 |
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Fujitsu
Fujitsu’s efforts to enhance its metro core ROADM platform should increase its addressable market. However, in terms of packet optical, an emerging popular trend, the company has been mum about customers for its hyped FLASHWAVE 9500. (4/2/2008)
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| Price: $495 |
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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. (5/1/2008)
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| Price: $495 |
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Infinera
A growing customer base, access to public capital markets and increasing revenue diversification argue that Infinera has quickly transformed itself from a start-up to a fixture on the optical networking scene. Now, profitability must be tackled. (1/28/2008)
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| Price: $495 |
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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. (3/4/2008)
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| Price: $495 |
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Nokia Siemens Networks
While the NSN merger is beginning to show signs of success financially, the combined vendor has yet to deliver on one intended benefit of the merger - the ability to leverage relationships with mobile operators into new sales of optical gear. (3/24/2008)
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| Price: $495 |
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Nortel
Nortel has become aggressive on 40G/100G by unveiling its Adaptive Optical Engine solution. While putting the framework in place is important, Nortel still must demonstrate that it can turn 40G/100G “ready” systems into 40G/100G wavelength sales. (4/25/2008)
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| Price: $495 |
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Tellabs
Though Tellabs remains a profitable company, steep declines in transport revenues combined with a lack of recent customer wins for the 7100 OTS raises questions about Tellabs ability to compete in the optical transport market in the long run. (1/15/2008)
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| Price: $495 |
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Transmode
Transmode is an established player in the European metro WDM market with a steady stream of new win announcements. However, attempts at global expansion have been less successful, arguing that future growth could slow down. (1/14/2008)
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| Price: $495 |
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ZTE
An enigma in the optical market, ZTE dedicates almost no efforts 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. (4/24/2008)
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| Price: $495 |
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