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   Technology StocksCiena (CIEN)

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To: FUBHO who wrote (12604)3/6/2018 9:20:59 AM
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Ciena (NASDAQ:CIEN) gains 6% premarket on Q1 results that beat EPS and revenue estimates. Q2 guidance from conference call includes in-line revenue of $710M to $740M (consensus: $720.79M) and gross margin in the low to mid 40% range.

Revenue by Segment: Total Networking, $496M (+77% Y/Y); Total Software and Software-Related Services, $53.5M (+8%); Total Global Services, $96.6M (+15%).

Key metrics: Products revenue, $525.61M (+4% Y/Y); Services revenue, $120.53M (+5%); gross margin, 42.6% (-2%); operating expenses, $234.4M (+4%); operating margin, 6.3% (-2.2%); adjusted EBITDA, $61.8M (-12%); cash and equivalents, $986.8M; cash flow from operations, $35.7M; FCF, $10M; average days’ sales outstanding, 77; accounts receivable, $553.7M; inventories, $255.3M; total debt, $937.4M.

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From: FUBHO3/20/2018 6:03:47 PM
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Ciena offers 8180 Coherent Networking Platform, 6500 Reconfigurable Line System to aid fiber network densification efforts

March 20, 2018
Author Stephen Hardy
Editorial Director and Associate Publisher

Ciena (NYSE: CIEN) used OFC 2018 in San Diego, CA, last week to unveil the 8180 Coherent Networking Platform and 6500 Reconfigurable Line System (RLS). The two platforms are designed to provide the aggregation, scale, and programmability that network operators will need as they embark on fiber network densification strategies.

Operators are looking for scale, operational simplicity and rapid deployment capabilities, a means to grow their competitive edge, and a way to ensure the best customer experience possible as they extend their fiber footprints, to support such applications as data center interconnect (DCI), 4G/5G backahaul and front haul, and cable systems operator's "Fiber Deep" initiatives, according to Helen Xenos, senior director, portfolio marketing at Ciena. An optimal approach would leverage highly scalable, small-footprint platforms that provide programmability and built-in Layer 2 capabilities, she said.

The two new platforms aim to meet these requirements. The 8180 Coherent Networking Platform scales to 6.4 Tbps of switching capacity within a 2RU chassis. It also will support tunable 100- to 400-Gbps coherent transmission based on Ciena's WaveLogic Ai engine as well as 10, 40, 100, and eventually 400 Gigabit Ethernet client side ports. It is fully compatible with Ciena's full software-defined networking (SDN) and network automation suite, Xenos added.

The 6500 RLS is an open, modular platform available in three chassis sizes, depending upon the functions required, particularly for metro and long-haul DCI and cable access. Such functions may include, but aren't limited to, colorless/directionless/contentionless and conventional ROADM capabilities of various degrees, L-Band support, amplifiers (EDFA and Raman), and optical protection switching. The platform is designed to support both integrated and disaggregated implementations.

The 8180 Coherent Networking Platform and 6500 RLS are slated to become generally available in the second half of this year.

For related articles, visit the Network Design Topic Center.

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To: FUBHO who wrote (12606)3/20/2018 6:06:25 PM
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Huawei introduces 400G optical network technology for commercial use

Huawei introduces 400G optical network technology for commercial use

March 20, 2018
By Lightwave Staff

Huawei used the Optical Networking and Communication Conference & Exhibition (OFC) last week to introduce 400G optical network technology for commercial use. The technology is designed to provide rapid 400G optical network deployment for all service scenarios on carriers' networks.

Huawei's 400G offering leverages its latest oDSP chips, which the company claims enables its platforms to surpass industry standards in transmission performance. It supports adjustable bandwidths at a tunable single-wavelength rate ranging from 100 Gbps to 400 Gbps. By delivering a variety of flexible configurations, this technology offers carriers accelerated 400G network deployment on live networks, says Huawei.

Huawei says its 400G optical network technology targets actual commercial scenarios to optimize high-speed optical transmission signals, including slicing, shaping, and compression, and balancing between theoretical limits and commercial use. Huawei asserts that it meets the requirements of a variety of service scenarios by giving the best possible transmission performance within transmission limits, including the following:

· In access, metro, and data center interconnect (DCI) scenarios, transmission distances are relatively short, but large bandwidths are necessary. Huawei says its 400G technology uses a simple configuration to deliver high capacity and spectral efficiency to decrease the cost of transmission. Additionally, this technology enhances single-wavelength 400G transmission performance by 50%, asserts Huawei, to address the demands of single-span and multi-span models that use different optical fibers. The technology does so by implementing error correction coding and a signal equalization algorithm.

· In backbone networks and some complex metro networks, single-wavelength 400G technology does not perform at the required threshold, says Huawei. To support carriers in efficiently deploying 400G backbone networks while using minimal bandwidth resources, Huawei's technology uses dual-channel 2 x 200G and optimization algorithms to compress the channel spacing. According to Huawei, this increases the spectral efficiency by 30% (nearing a single-wavelength rate of 400 Gbps), and stretches the aggregate 400G transmission distance to thousands of miles.

Huawei's 400G technology also improves network performance and lessens costs of network O&M by increasing the single-fiber capacity by 40%, and decreases power consumption by 40%, the company says.

"In the 5G era, ultra-high bandwidth will become a basic network requirement for carriers and high-speed transmission technology is the key," said Richard Jin, Huawei Transmission Network Product Line's president. "As 400G is becoming the trend of next-generation optical networks, Huawei will promote 400G transmission technology to satisfy carriers' requirements in all-service scenarios. As one of the earliest vendors in the world to deliver 400G, Huawei continuously seeks to build the most competitive premium transmission networks and enable global carriers to achieve commercial success."

In addition to focusing on actual commercial scenarios with its 400G optical network technology, Huawei has also been focusing on deploying its CloudFabric to support construction, including a private cloud resource pool for China Mobile's data centers (see "Huawei's Cloud Fabric to support China Mobile's private cloud resource pool").

For related articles, visit the Data Center Topic Center.

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From: JakeStraw5/3/2018 10:02:17 AM
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Eletronet Collaborates with Ciena for High-Speed and Cost-Effective Data Transport

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From: JakeStraw5/9/2018 3:59:34 PM
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Ciena IR Presentation Spring 2018

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From: JakeStraw5/15/2018 9:54:15 AM
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GlobeNet Strengthens its Latin American Submarine Network with Ciena

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From: JakeStraw6/28/2018 8:39:54 AM
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Sify Technologies to Deliver 400G-ready Metro Networks Using Ciena’s WaveLogic Ai Technology

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From: JakeStraw7/26/2018 11:21:27 AM
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Ciena had its price target raised by analysts at UBS Group AG from $27.00 to $29.50. They now have a "buy" rating on the stock.

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From: FUBHO10/31/2018 5:56:12 PM
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Verizon won’t speed up 5G buildout despite FCC preempting local fees

Verizon also lowering capital investment in 2018 despite net neutrality repeal.

JON BRODKIN - 10/31/2018, 4:39 PM

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From: FUBHO11/23/2018 2:32:57 AM
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US asks allies to drop Huawei

The US government has initiated an extraordinary outreach campaign to foreign allies, trying to persuade wireless and internet providers in these countries to avoid telecommunications equipment from Chinese company Huawei, according to a Wall Street Journal report.

The move will ramp up pressure on GCSB Minister Andrew Little and Communications Minister Kris Faafoi, who both say the government has yet to make a decision on whether Huawei should be blocked form 5G upgrades in NZ - as security agencies in the US and Australia have already recommended.

Officials familiar with the current effort say concerns about telecom-network vulnerabilities predate the Trump era and reflect longstanding national-security worries, the Journal says.

It notes that the push comes as telcos around the world prepare to buy new hardware for 5G, the coming generation of mobile technology.

US officials say they worry about the prospect of Chinese telecom-equipment makers spying on or disabling connections to an exponentially growing universe of things, including components of manufacturing plants, the Journal says.

The paper quotes an un-named US official who says, "There are additional complexities to 5G networks that make them more vulnerable to cyberattacks."

While US suspicion of Huawei is longstanding, its previous efforts have focussed on keeping the Chinese company out of the US. Now, it's broadening its battle lines.

Here, Little and Faafoi have been notably muted in their comments compared to politicians in the US and Australia, however. Little has said that New Zealand will make its own decision.

Pressure could be eased by the fact NZ does not host US forces - unlike Italy, Japan and Germany, whose telcos all use Huawei kit.

"One US concern centers on the use of Chinese telecom equipment in countries that host American military bases, according to people familiar with the matter," the Journal says. "The Defense Department has its own satellites and telecom network for sensitive communications, but most traffic at many military installations travels through commercial networks."

Huawei NZ deputy chief executive Andrew Bowater says there has never been any evidence tabled that his company is involved in espionage - and that reports inevitably quote un-named sources talking about un-specified incidents.

Under the Telecommunications (Interception Capability and Security) Act (2013), the GCSB has to approve technology used by network operators for telecommunications network upgrades, Bowater says.

Huawei faced similar scrutiny by the GCHQ in the UK, which shared results with New Zealand. It has passed.

However, Bowater also says Huawei will not bid for Spark, Vodafone or 2degrees' core 5G business, citing "sensitivities."

Huawei will bid to put 5G gear on the three telco's cellsites.

Spark boss Simon Moutter at the opening of his company's 5G Lab on Monday. The test site includes gear from Huawei, plus US company Cisco. Photo / Supplied.

The company says Spark's 5G Lab, which includes test 5G cellsite with a core (or brains of the network) provided by US Cisco and RAN (radio access network) gear from Huawei, proves the core can be isolated.

And while Huawei stridently refutes all espionage allegations as motivated by politics or protectionism, Bowater's counterpart across the Tasman has also pointed out, for those who do buy into the accusations, that Nokia Networks and Ericsson have joint enterprises with local manufacturers in China.

Any government bid to block Huawei in NZ would be a lot more complicated than Australia.

Huawei was blocked from Australia's public-private National Broadband Network (NBN) but, following advocacy by former Prime Minister and active Huawei booster John Key, its gear is riddled through the Ultrafast Broadband (UFB) and Rural Broadband Initiative (RBI) networks, as well as various parts of Spark, Vodafone and 2degrees' existing infrastructure.

Banning Huawei from 5G would imply all of its gear would have to be ripped out and replaced.

Telecommunications Users Association head Craig Young says that would be a disruptive and expensive process.

Spark and 2degrees have both said they want the government to produce proof of wrongdoing before any Huawei ban.

Faafoi and Little did not immediately respond to requests for comment.

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