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Telecom Analytics With Bad Data?

November, 2014

On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along with a high level of ignorance about whether a large number of circuits are either working or connected in networks. At least with wireless technology, it has been around for a much shorter period of time, and would not be nearly as burdened with ineffective solutions in the back offices. What is the biggest reason for bandwidth on demand not taking off in a significant way after about three decades of hype? Again, it is about the lack of adequate knowledge by these carriers concerning their networks. How can executives be sure that rapid change will not adversely impact services with them all toppling on to each other? While there have been workarounds, modifications, as well as reductions in the use of Ma...

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Ciena’s Incumbent Engineers Saved Firm

September, 2016

If Ciena’s CTO, Steve Alexander, been appointed CEO after Patrick Nettles stepped down from the position, the supplier would not have experienced the extreme vacillations in business performance and the negative consequences from the "Nortelization" of the firm would have been totally avoided. Alexander’s sheer love for what he does for a living allowed him to put up with what we believe has been a combination of the leadership’s lack of intimacy with the business dynamics as well as the absence of the necessary temperament over the years. Despite Alexander being one of the founders of the company, Nettles evidently thought a person in sales would be better suited to move the company forward. In our opinion, he may have been heavily influenced by what a lot of Americans often automatically equate with...

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Infinera Apparently Won’t Neutralize XTM

May, 2017

After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense given any reasonable analysis of the economics. Without saying it directly on its last quarterly conference, it appears fairly clear that the idea has been officially abandoned (although the CFO perhaps did not receive the memo as he continued to talk about the “XTM upgrade” at a later J.P. Morgan Technology, Media and Telecom Conference). From the time the leadership at Infinera initially bent over backwards to make it

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