SI
SI
discoversearch

 Technology Stocks | Ciena (CIEN)


Previous 10 | Next 10 
From: FUBHO3/30/2011 4:54:56 PM
1 Recommendation   of 12577
 
Meanwhile, Citigroup analyst Kevin Dennean today writes that the announcement reinforces his choice of Ciena as his top telecom equipment stock. The announcement of deployment by Verizon starting in Q2 is “a bit earlier than we believe many had expected.” He notes that the U.S. network appears to be modeled along the same lines as the European network portion that’s also using Ciena’s gear.

That may mean that Verizon “should by now be highly familiar and confident in the Ciena system/architecture,” which in turn sets up “the possibility for more extensive deployments in North America.”

Today’s announcement “may mark a turning point for improved North American spending in optical,” he argues.

blogs.barrons.com

Share Recommend | Keep | Reply | Mark as Last Read

From: FUBHO4/7/2011 1:03:21 PM
   of 12577
 
Infinera to Spell Out Terabit Networking Vision at Cannes Conference

Terabit PICs and FlexChannels to Improve Capacity, Economics

Press Release Source: Infinera On Thursday April 7, 2011, 12:00 pm

SUNNYVALE, CA--(Marketwire - 04/07/11) - Infinera (NASDAQ:INFN - News) today announces a vision to continue leading the industry in implementing the Terabit Age, and expand its Digital Optical Networks solutions with a range of new technologies that will enable service providers and network operators to scale their networks to multi-Terabits of capacity. Next Tuesday, April 12th, Infinera Director of Solutions and Technology Geoff Bennett will spell out the company's vision of how networks evolve to the Terabit Age in a presentation at the Layer123 Terabit Optical Networking Conference in Cannes, France.

Network traffic continues to grow at double-digit and triple-digit rates, driven by a wide range of bandwidth-hungry applications including new business applications for the network, and growing personal use of video, broadband mobile access, and other innovative internet applications. Businesses are deploying cloud computing solutions, relying on networks and ever-larger data centers to deliver economies in their IT budgets. Growing bandwidth availability for mobile networks has created a mobile revolution, with more than 1.6 billion mobile phones in use in China and India, equivalent to more than one phone for every two people. According to research firm Telegeography, in 2010 international Internet traffic grew by 62%(1) with some regions including Eastern Europe and India/South Asia growing at more than 100%. This exponential growth places new demands on optical networks, requiring them to scale network capacity quickly and seamlessly to accommodate growing data traffic.

As the leader in Digital Optical Networks, Infinera is developing the technology to meet these challenges. As a first step, Infinera plans to further scale its industry-leading photonic integrated circuits to support 1 Terabit/second (1Tb/s) capacity per chip. These Terabit PICs will enable the future productization of systems with integrated bandwidth management and WDM transport delivering multi-Terabits of capacity, maximizing system density, lowering space use, and significantly simplifying increases in network capacity.

The 1Tb/s photonic integrated circuits will enable service providers to deploy bandwidth using a new form of flexible WDM channel termed FlexChannels. Infinera Digital Optical Networks will in the future support FlexChannels with 1Tb/s of capacity, increasing by tenfold the "capacity per channel" over 100Gb/s systems that are being introduced into the market today. Infinera's Terabit FlexChannels will be designed to utilize advanced multi-carrier, coherent phase modulation to maximize optical reach and total fiber capacity. By leveraging Infinera's FlexCoherent technology, which allows software-controlled modulation, Terabit FlexChannels will be configurable to support different modulation types, different number of carriers, and flexible WDM spectrum use, enabling WDM capacity to scale up to 25Tb/s per fiber. Even greater capacities will be possible in the future through the extension of WDM system operation across more of the fiber spectrum. Infinera's 1Tb/s FlexChannels will be integrated as part of Infinera's next generation multi-Terabit networking solutions.

"Pioneered by Infinera, large-scale photonic integration has already demonstrated the ability to scale network capacity with great benefits in functionality, cost, size, and power consumption. The extension of photonic integration into the terabit realm will help carriers meet the bandwidth challenges of the next decade," said Heavy Reading analyst Sterling Perrin.

Based on the Digital Optical Networks architecture, Infinera optical systems deliver a set of digital features and functionality, including Digital ROADM capabilities, Bandwidth Virtualization to support the deployment of bandwidth to deliver any service between any two points on the network, and end-to-end Digital OTN services. The Digital Optical Networks paradigm enables customers to build fast, flexible and scalable networks for the 21st century, and achieve superior economics in their networks.

Share Recommend | Keep | Reply | Mark as Last Read

From: FUBHO4/28/2011 10:52:33 AM
   of 12577
 
We recently attended a three-day optical-networking conference in Europe where we were the only members of the investment community in attendance.

The optical-upgrade cycle is on track—likely longer and stronger than the conservative view. The conference reinforced our view regarding a looming optical upgrade cycle that we expect to drive meaningful revenue growth for Ciena and other optical-system suppliers over the next several years. The underlying drivers suggest to us that this cycle should prove longer and stronger than we believe most investors currently contemplate.

Attending service providers noted increasing bandwidth consumption leading to increasing fiber exhaust, which in turn is driving the need for more capacity. Most of the Tier 1 PTTs will select 100G [Ethernet standard] vendors over the next 12-18 months with planned deployments beginning in calendar 2012-2013.

Demand for 100G DWDM (Dense Wavelength Division Multiplexing) is strong, driven by finance services, research and education end markets. Most service providers and suppliers in attendance noted growing demand for 100G wavelengths. A number of large service providers also noted initial deployments of 100G wavelengths.

Most of the large PTTs, however, noted that the price of 100G interfaces needs to decline for broad commercial adoption. Most service providers have trials underway, have already selected or expect to select suppliers over the next 12-18 months, and in almost all cases project initial deployments in calendar 2012 or calendar 2013.

We heard service providers and vendors note growing demand for bandwidth in subsea networks. We see this as a potentially significant incremental revenue opportunity for Ciena (currently less than 1% of revenue), among other optical-system suppliers, over the course of the next one to three years.

The need for additional bandwidth, the relatively prohibitive cost of laying new fiber, and the ability of newer optical systems to take advantage of existing amplifier chains appear to be opening the market to new entrants.

While we previously straddled the fence as to how this issue would play out, in the wake of the conference, we see less room for doubt. Every service provider in attendance stated the same goal: to reduce their capital expenditure on relatively expensive core routers by eliminating unnecessary intermediate router hops and shifting capital expenditure to less costly optical-transport network (OTN) systems.

We see this looming trend as a clear incremental positive demand driver for Ciena and other optical systems suppliers, and conversely, an incremental threat to Juniper Networks' (JNPR) and Cisco Systems' (CSCO) core router revenue.

Every service provider at the conference highlighted OTN elements as key platforms in their next-generation core network architectures.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


From: FUBHO6/1/2011 9:08:12 AM
   of 12577
 
Video and mobile are breaking the Internet

By David Goldman @CNNMoneyTech June 1, 2011: 8:39 AM ET

money.cnn.com

NEW YORK (CNNMoney) -- Internet usage is growing so rapidly that just its incremental, one-year growth between 2014 and 2015 will be equal to all the Internet traffic recorded worldwide last year.
Four years from now, the Internet's traffic volume will be so large that every five minutes it will be the equivalent of downloading every movie ever made. In 2015, monthly Internet traffic will reach the equivalent of 20 billion DVDs, 19 trillion MP3s or 500 quadrillion text messages. (More on how the Internet is expanding at break neck speed.)



Those are just some of the mind-blowing statistics released Wednesday in Cisco's annual Visual Networking Index, a comprehensive view and forecast of the data trends shaping the Internet.

Experts consider Cisco's forecast to be the gold standard for Internet analysis. The annual study, which began in 2008, has historically been accurate to within a 5% to 10% deviation -- usually on the conservative side.


"I think a lot of analysts viewed it as self-serving, but it's taken on much greater importance as some of the forecasts have turned out to be fairly accurate," said Vince Vittore, analyst at Yankee Group.

Cisco (CSCO, Fortune 500) predicts that by 2015, Internet traffic will be significantly more mobile, and it will be mostly made up of video. The data is cool, but the real-world impact may be overwhelming.

Mobile: Traffic generated by mobile devices has been one of the fastest-growing segments of the Internet for years: Mobile traffic in 2010 alone was triple the size of the entire Internet in 2000.

But it's growing even larger. The proliferation of smartphones, netbooks and tablets means that there will be roughly one mobile device for every individual alive in 2015. Cisco predicts there will be 7.1 billion mobile, connected devices four years from now, at which point there will be 7.2 billion people on Earth, according to the World Bank.

Share Recommend | Keep | Reply | Mark as Last Read

From: FUBHO6/8/2011 11:08:26 AM
   of 12577
 
Exited my remaining CIEN position and put proceeds into INFN. Their management did and does not instill confidence. That CC was just excuse after excuse.

Share Recommend | Keep | Reply | Mark as Last Read

To: FUBHO who wrote (12530)7/6/2011 11:06:25 AM
From: Henry Gondorff
   of 12577
 
in light of your exit, do you feel ciena will fall short of the expectations you detailed in this post?
tia

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


To: Henry Gondorff who wrote (12533)7/6/2011 11:15:49 AM
From: FUBHO
   of 12577
 
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.

Share Recommend | Keep | Reply | Mark as Last Read

From: FUBHO9/2/2011 9:07:14 PM
   of 12577
 
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/

Share Recommend | Keep | Reply | Mark as Last Read

From: FUBHO10/13/2011 6:15:24 PM
1 Recommendation   of 12577
 
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

Share Recommend | Keep | Reply | Mark as Last Read


From: FUBHO10/27/2011 5:19:16 PM
   of 12577
 
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...

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)
Previous 10 | Next 10 

Copyright © 1995-2014 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.