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To: Henry Gondorff who wrote (12533)7/6/2011 11:15:49 AM
From: FUBHO
   of 12565
 
I don't know. I keep reading articles about how there is demand for 100G right now, especially on select routes, but Ciena was not able to take advantage of it based on their results. Do not know how things will play out for the company going forward. The ramp in 100G next year should be significant. The cost leaders will probably be Infinera and Huawei though.

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From: FUBHO9/2/2011 9:07:14 PM
   of 12565
 
Pentagon fears listening posts from China By Eli Lake

-

The Washington Times

Thursday, September 1, 2011



Tech firm tied to nation’s military

A Pentagon report has found that a multibillion-dollar Chinese telecommunications company that has been seeking to make major inroads in the U.S. market has close ties to China's military, despite the company’s denials.

The Pentagon’s annual report to Congress on China's military, released last month, identifies Huawei as a high-tech company linked to the People’s Liberation Army (PLA).

“The shipbuilding and defense electronics sectors, benefiting from China’s leading role in producing commercial shipping and information technologies, have witnessed the greatest progress over the last decade,” the report states. “Information technology companies in particular, including Huawei, Datang, and Zhongxing, maintain close ties to the PLA.”
http://www.washingtontimes.com/news/2011/sep/1/pentagon-fears-listening-posts-from-china/

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From: FUBHO10/13/2011 6:15:24 PM
1 Recommendation   of 12565
 
Internet2, ESnet light up transcontinental 100G network
October 12, 2011 — 12:16pm ET | By Sean Buckley

Internet2 and the U.S. Department of Energy's (DOE) Energy Sciences Network (ESnet) have put the finishing touches on their transcontinental 100G network.

Taking advantage of the coherent optical technology on Ciena's (Nasdaq: CIEN) 6500 Packet-Optical Platform, the new 8.8 Tbps network is equipped with 100 Gbps optical backbone connections.

To date, Internet2 and ESNet have made connections operational in eight markets, including New York, Washington, D.C., Cleveland, Chicago, Kansas City, Denver, Salt Lake City and Sunnyvale, spanning a distance of nearly 4,000 miles.

While the two providers serve slightly different clientele, what's driving them to upgrade their networks to 100G is the ongoing growth in scientific research traffic by U.S. research labs and universities.

Seeing itself as a community member, Internet2's network will also support other community anchor institutions including libraries, hospitals, K-12 schools, community colleges and public safety organizations via its U.S. Unified Community Anchor Network (U.S. UCAN) project. Managed by the Lawrence Berkeley National Laboratory (Berkeley Lab), ESnet is a national network that connects the Department of Energy (DOE) Office of Science researchers at more than 40 different U.S. laboratories and supercomputing facilities and links them to other global research partners.

This latest announcement is the culmination of an agreement Internet2 and ESnet made to share capacity on the Ciena platform being built as part of the Advanced Networking Initiative (ANI). As part of the agreement, Internet2 is also providing dark fiber to ESnet for a nationwide experimental network test-bed.

Initially, ANI will be used as a test network to connect DOE's three unclassified supercomputing centers as well as the Manhattan Landing International Exchange Point (MAN LAN) in New York. At the end of 2012, ESnet will make the network into a production network with 100 Gbps connections that connect the DOE Office of Science sites.


Read more: Internet2, ESnet light up transcontinental 100G network - FierceTelecom http://www.fiercetelecom.com/story/internet2-esnet-light-transcontinental-100g-network/2011-10-12#ixzz1adExVYt1

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From: FUBHO10/27/2011 5:19:16 PM
   of 12565
 
Chinese Tech Giant Aids Iran

When Western companies pulled back from Iran after the government's bloody crackdown on its citizens two years ago, a Chinese telecom giant filled the vacuum.

Huawei Technologies Co. now dominates Iran's government-controlled mobile-phone industry. In doing so, it plays a role in enabling Iran's state security network.

Huawei recently signed a contract to install equipment for a system at Iran's largest mobile-phone operator that allows police to track people based on the locations of their cellphones, according to interviews with telecom employees both in Iran and abroad, and corporate bidding documents reviewed by The Wall Street Journal. It also has provided support for similar services at Iran's second-largest mobile-phone provider.

Iran beefed up surveillance of its citizens after a controversial 2009 election spawned the nation's broadest antigovernment uprising in decades. Authorities launched a major crackdown on personal freedom and dissent. More than 6,000 people have been arrested and hundreds remain in jail, according to Iranian human-rights organizations.

In winning Iranian contracts, Huawei has sometimes partnered with Zaeim Electronic Industries Co., an Iranian electronics firm whose website says its clients include the intelligence and defense ministries, as well as the country's elite special-forces unit, the Islamic Revolutionary Guards Corps. This month the U.S. accused a branch of the Revolutionary Guards of plotting to kill Saudi Arabia's ambassador to the U.S. Iran denies the claim.

Huawei, one of the world's top makers of telecom equipment, has been trying to expand in the U.S. It has met resistance because of concerns it could be tied to the Chinese government and military, which the company denies.

Last month the U.S. Commerce Department barred Huawei from participating in the development of a national wireless emergency network for police, fire and medical personnel because of "national security concerns."

In February, Huawei withdrew its attempt to win U.S. approval for acquiring assets and server technology from 3Leaf Systems Inc. of California, citing opposition by the Committee on Foreign Investment in the United States. The panel reviews U.S. acquisitions by foreign companies that may have national-security implications. Last year, Sprint Nextel Corp. excluded Huawei from a multibillion-dollar contract because of national-security concerns in Washington, according to people familiar with the matter.

Iran's telecom market, which generated an estimated $9.1 billion in revenue last year, has been growing significantly, especially its mobile-phone business. As of last year, Iran had about 66 million mobile-phone subscribers covering about 70% of the population, according to Pyramid Research in Cambridge, Mass. In contrast, about 36% of Iranians had fixed-line phones.

As a result, mobile phones provide Iran's police network with far more opportunity for monitoring and tracking people. Iranian human-rights organizations outside Iran say there are dozens of documented cases in which dissidents were traced and arrested through the government's ability to track the location of their cellphones.

http://online.wsj.com/article/SB10001424...

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To: FUBHO who wrote (12537)11/3/2011 1:27:46 PM
From: FUBHO
   of 12565
 
Huawei to be Held Accountable Under Law

The vendor has been "been providing the Iranian regime with cellular and electronic technology that it has used to conduct surveillance on its citizens, and track down human rights activists and dissidents."

In a press release published Monday, the "not-for-profit, non-partisan, advocacy group" stated that if the Chinese vendor continues to do business in Iran, it will "push Huawei to be held accountable under U.S. sanctions law."


lightreading.com 

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From: FUBHO2/14/2012 12:39:28 PM
   of 12565
 
Nortel Got Super-Hacked

lightreading.com 
FEBRUARY 14, 2012 | Craig Matsumoto | Comments (6)


Just when you thought Nortel Networks Ltd. was out of bad news, out comes something like this: Hackers got their talons into the company's network as far back as 2000 and never let go, The Wall Street Journal reported early Tuesday.

And the Journal surmises that it's possible spyware-infected computers ended up at the companies that have since acquired Nortel assets: Avaya Inc. , Ciena Corp. (Nasdaq: CIEN), Ericsson AB(Nasdaq: ERIC) and Genband Inc.


The break-in, apparently made possible through passwords stolen from executives, was discovered in 2004 and traced to IP addresses in China. Nortel never found out who the culprits were and never managed to patch the security hole, according to Brian Shields, a former Nortel employee who led the company's investigation.

The Journal also got in touch with former CEO Mike Zafirovski, who says the issue wasn't presented to him as that serious. Zafirovski doesn't think it's likely that Nortel's acquirers have inherited security holes, but the Journal talked to former Nortel IT staffers who say "a significant number of people continued to use Nortel laptops and desktop computers after moving to Avaya and Genband and connected them to those companies' networks."

The group of companies that bought Nortel's wireless patents would be unaffected by all this, unless these hackers were, like, the best ever.

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To: FUBHO who wrote (12539)2/14/2012 12:41:09 PM
From: FUBHO
   of 12565
 
online.wsj.com 


...penetrated Nortel's computers at least as far back as 2000 and over the years downloaded technical papers, research-and-development reports, business plans, employee emails and other documents, according to Brian Shields, a former 19-year Nortel veteran who led an internal investigation.

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From: Woody_Nickels6/1/2012 1:48:30 AM
   of 12565
 
Ciena Posts Better than Expected Q2 Earnings.
Shares Pop!

finance.yahoo.com 

Woody

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From: FUBHO8/30/2012 10:56:20 AM
   of 12565
 
CIEN's credibility is in the crapper. Same old, same old, Q after Q. This is what they said in the previous Q:


And based on our forecasts and based on our backlog, that's what gives us the confidence as we look into the second half, that it's going to be better.
seekingalpha.com 

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From: FUBHO12/11/2012 9:55:24 AM
   of 12565
 
Ciena Corp Fourth Quarter Earnings Sneak Peek

By Derek Hoffman | More Articles
December 11, 2012



Ciena Corporation ( NASDAQ:CIEN) will unveil its latest earnings on Thursday, December 13, 2012. Ciena is a provider of communications networking equipment, software, and services that support the transport, switching, aggregation, and management of voice, video, and data traffic.

Ciena Corporation Earnings Preview Cheat Sheet

Wall St. Earnings Expectations: The average estimate of analysts is for net loss of 14 cents per share, a wider loss from the year-earlier quarter net loss of 7 cents. The average estimate is the same as three months ago. Between one and three months ago, the average estimate was unchanged. It also has not changed during the last month.

Past Earnings Performance: Last quarter, the company beat estimates by 2 cents, coming in at a loss of 11 cents per share against an estimate of net loss of. The company also topped expectations in the second quarter.

Earnings season is back and more important than ever. Get our newest CHEAT SHEET stock picks now

Balance Sheet Analysis: The company’s current ratio of assets to liabilities came in at 2.01 last quarter. Having a ratio above 2:1 is usually considered a good indicator of a company’s liquidity and ability to meet creditor demands.

A Look Back: In the third quarter, the company’s loss narrowed to a loss of $29.8 million (30 cents a share) from a loss of $31.4 million (33 cents) a year earlier, beating analyst expectations. Revenue rose 8.9% to $474.1 million from $435.3 million.

Wall St. Revenue Expectations: Analysts predict a rise of 2.8% in revenue from the year-earlier quarter to $468.4 million.

Key Stats:

On the top line, the company is looking to build on two-straight revenue increases with this earnings announcement. Revenue rose 14.3% in the second quarter before climbing again in the third quarter.

Analyst Ratings: With 12 analysts rating the stock a buy, none rating it a sell and five rating the stock a hold, there are indications of a bullish stance by analysts.

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