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Showing Posts From: NFV/SDN

Ciena Should Buy ADVA

While the ex-Nortel contingent, which has dominated the direction of Ciena in recent years, would almost assuredly be opposed to the idea because it would be viewed as a direct threat to its turf, the supplier would greatly benefit from purchasing ADVA Optical Networking. With the number of DWDM greenfield opportunities being few and far…

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CenturyLink Could be a Sleeper

When a typical industry observer thought of CenturyLink over the past several years, the following aspects probably came to mind: only a handful of major metropolitan areas that are a vast distance apart from each other, a large “independent telco” mindset, longer metro/regional networks that can require costlier equipment outlays, lots of rural customers in…

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Ciena as Chameleon

A principal, overriding theme of our past blog posts focusing on Ciena is that it has not maintained a consistent vision for its future. We believe that historically, it has had a penchant for readily transitioning to the strategies and philosophies of executives, particularly brought on through acquisitions, including from startups that were already on…

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Lumentum: Be Careful What You Wish For

Who could blame Lumentum Holdings for finding it desirable to move upstream in offering something close to full optical systems in order to generate higher margins? In some respects, the time to do so is somewhat optimal given the ex-JDSU’s historic position, particularly on the telecom side of the house. However, the level of competition…

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SDN Crack-Up?

About a half of a decade after the announcement of the establishment of the Open Networking Foundation, a recent survey of over 3,000 customers internationally by F5 Networks, indicated that just 3 percent of respondents are utilizing SDNs (Software Defined Networks) in production now, while almost 40% have no intentions whatsoever to go ahead with…

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Calix’s CEO Still at Top of His Game

Over the last 15 years or so, a lot of great executive talent has left the telecom/datacom optical space either because they made a killing during the bubble, it became time for them to retire, or perhaps they had the good sense to get out of an industry in which it can be extremely difficult…

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