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News & Views
Content posted in October 2001
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Symmorphix Joins the Amp Camp
News Analysis  | 
10/31/2001  |  5 comments
The startup is making erbium-doped waveguide amplifiers in a different way from its competitors
Alcatel Losses Prompt More Cuts
News Analysis  | 
10/31/2001  |  9 comments
Company posts a net loss of $500 million, will cut 10,000 more jobs
Qwest's Qwarter Not So Shiny
News Analysis  | 
10/31/2001  |  9 comments
Qwest's losses are attributed to falling revenue from optical assets. Bad signs all around for optical equipment
Cisco Preps Long-Haul DWDM Platform
News Analysis  | 
10/31/2001  |  24 comments
The ONS 15808 will be launched 'later this year' and looks a little like Ciena's CoreStream product
Is Mayan Done Yet?
News Analysis  | 
10/31/2001  |  7 comments
Mayan Networks has junked one acquisition, completed another -- and is once again rumored to be calling it quits
MRV: Luminent's a Drag
News Analysis  | 
10/30/2001  |  Post a comment
MRV's components spinoff - soon to be folded back into the company - gets the blame for poor numbers
Marconi Claims Tunable Laser Advance
News Analysis  | 
10/30/2001  |  Post a comment
Says its 'digital supermode' DBR will have better performance and be easier to make than existing products
Can Redback Come Back?
News Analysis  | 
10/30/2001  |  16 comments
Company pins its hopes to the busy edge router market, where it has introduced the SmartEdge 800
Syndesis: Will Amdocs Pop the Question?
News Analysis  | 
10/29/2001  |  8 comments
After streamlining and realigning, will this software vendor be bought by Amdocs? And what would it mean?
IBM Breaks the Silicon Speed Barrier
News Analysis  | 
10/29/2001  |  4 comments
Presents research indicating that silicon-germanium electronics can sustain lines rates of 56 Gbit/s
Solinet Morphs Into Ceyba
News Analysis  | 
10/29/2001  |  10 comments
The Ottawa startup formerly known as Solinet offers a few more details about its long-haul optical strategy
RouteScience Soups Up IP
News Analysis  | 
10/29/2001  |  4 comments
Startup founded by ex-Cisco exec looks to be the first of a new crop of IP-performance companies to ship product
Alidian Restructures
News Analysis  | 
10/26/2001  |  13 comments
Newman takes over as CEO, Sadler returns as COO, and 50 more jobs are cut
Intel Backs VCSEL Startup
News Analysis  | 
10/26/2001  |  Post a comment
It's funding Lytek, an Arizona State U. spinoff developing 1310nm surface-emitting lasers
KP, Cisco Double Down on Cenix
News Analysis  | 
10/26/2001  |  5 comments
Kleiner Perkins leads another round and switches board members at Cenix, one of Vinod Khosla's picks
JDSU Weighs on Optical Sector
News Analysis  | 
10/26/2001  |  2 comments
Judging from the results and forecasts at JDSU, the sector's recovery is still not within sight
Corvis Stock Slips on Q3 Report
News Analysis  | 
10/25/2001  |  44 comments
Corvis hits the low end of expectations with $24 million in revenue for Q4; loses $49 million before charges
Cogent's Finances Revealed in Filing
News Analysis  | 
10/25/2001  |  23 comments
Cogent's revenues slowly begin to ramp as it picks clean troubled service providers
Harmonic Hits a Bad Note
News Analysis  | 
10/25/2001  |  Post a comment
Harmonic reported better than expected third-quarter earnings last night. So why is the stock down 30%?
Foundry's Fallout
News Analysis  | 
10/25/2001  |  Post a comment
Foundry's Q3 results disappoint. Analysts issue confusing downgrade notes. Stock tanks
McGinn McFound
News Analysis  | 
10/25/2001  |  34 comments
Former Lucent CEO Richard McGinn starts afresh as venture capital advisor at Manhattan-based RRE Ventures
Tellium Stock Pops After Earnings
News Analysis  | 
10/25/2001  |  12 comments
Tellium's stock gains 20% after the company announces positive quarterly results UPDATED 10/25 9:45 AM ET
Tropic Joins Canadian Cutback Crew
News Analysis  | 
10/24/2001  |  3 comments
Tropic Networks is the latest well-funded Ottawa startup to cut costs now in order to make it through 2002
ONI Stock Takes a Hit
News Analysis  | 
10/24/2001  |  5 comments
Shares get a 20% haircut on quarterly earnings report; customer count is not where company expected
Ennovate Shuts Down
News Analysis  | 
10/24/2001  |  163 comments
Edge-switch maker Ennovate Networks closes its doors and puts 127 more people out of work
PON: The Dream Is Alive
News Analysis  | 
10/24/2001  |  19 comments
A slew of back-burner projects reflect faith that passive optical networking is steadily -- if slowly -- building
Ciena Wins C&W Deal
News Analysis  | 
10/24/2001  |  6 comments
Cable and Wireless still plans to deploy Tellium's core switches -- but not for some time
OC192 Processors: Who's First?
News Analysis  | 
10/23/2001  |  31 comments
It could be AMCC or EZchip, with Agere not far behind. But does it really matter?
Motorola Spruces Up C-Port Chip
News Analysis  | 
10/23/2001  |  Post a comment
The money right now is in putting a little more kick into its OC48 (2.5 Gbit/s) network processor, says Motorola
Lucent: What's Another $8 Billion?
News Analysis  | 
10/23/2001  |  3 comments
Fourth quarter is capped by $8 billion charge. Lucent says this, and 10,000 more job cuts, get it closer to breakeven
Avici Losses Increase
News Analysis  | 
10/23/2001  |  9 comments
Avici blames the capex crunch for expected big losses, searches for new customers, and pins hopes on tiny TSR
SBC: Uncle Sam Killed Broadband
News Analysis  | 
10/22/2001  |  54 comments
Chairman and CEO blames government regulation for declining fortunes, says it will hamper DSL deployment
Teradiant Turns Up
News Analysis  | 
10/22/2001  |  1 comment
Network processor startup emerges from stealth mode to announce first-round funding of $26 million
Avanex Misses by Two Cents
News Analysis  | 
10/22/2001  |  1 comment
Avanex's slide continues as the company acquires more technology
EZchip Redoes It
News Analysis  | 
10/22/2001  |  2 comments
EZchip is very close to shipping its OC192 network processor, though it appears to have altered the gameplan
Nortel Dogged by Competitors
News Analysis  | 
10/22/2001  |  28 comments
Nortel's long-haul strategy weakens along with the company's competitive position against Ciena and Corvis
Redback's New Sales Strategy
News Analysis  | 
10/19/2001  |  10 comments
Sell, sell, sell! A Redback sales memo indicates it wants to move SMS 10000 products, badly. And price isn't an issue
Dynarc in Trouble
News Analysis  | 
10/19/2001  |  6 comments
Swedish metro equipment startup has laid off most of its staff following collapse of fundraising efforts
AFC: One Bright Spot?
News Analysis  | 
10/19/2001  |  3 comments
Yes, it's also laying off people. But AFC beat estimates and remained profitable in its third-quarter results
Corning Slams on the Brakes
News Analysis  | 
10/19/2001  |  2 comments
Fiber giant announces a $220 net loss, will 'idle' the manufacture of optical fiber
Sycamore Enters Crisis Mode
News Analysis  | 
10/19/2001  |  11 comments
Sycamore slashes expectations, announces a plan to restructure and cut 25% of its staff. Some think its not enough
Nortel Says It Sees Clearly Now
News Analysis  | 
10/18/2001  |  20 comments
Execs say they've got newfound "clarity" in carrier plans. But what they see is less capex and more uncertainty
Bell Labs Makes Molecular Transistor
News Analysis  | 
10/18/2001  |  3 comments
Bell Labs promises to shrink electronics with its molecular-scale transistor, but there's plenty of work still to do
Cinta Gets Leaner, Cites Attacks
News Analysis  | 
10/18/2001  |  14 comments
Long-haul startup blames a softening economy and September 11th tragedies for its latest round of layoffs
Morgan Warns Against Early Optimism
News Analysis  | 
10/18/2001  |  1 comment
Morgan Stanley says it's too soon to call a rebound in DWDM and other photonic components
VCs Wait for Liquidity
News Analysis  | 
10/18/2001  |  Post a comment
VCs must get creative as investment returns drop and liquidity opportunities become more scarce
Gigabit Optics Takes in $20M
News Analysis  | 
10/18/2001  |  Post a comment
Subsystems manufacturer lands respectable amount for its second round, but it doesn't come without a price
Extreme's Extremely Inconclusive Quarter
News Analysis  | 
10/17/2001  |  4 comments
Ethernet switching specialist comes in below its guidance and changes accounting practices, leaving many questions
Poll Points to All-Optical Future
News Analysis  | 
10/17/2001  |  35 comments
All-optical switches will be selling well in two years' time, says a Light Reading survey
Report Predicts Chip Rebound
News Analysis  | 
10/17/2001  |  6 comments
Optical Oracle identifies the companies that'll be first to recover from the current inventory overhang
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