FBR’s Scott Thomspon: “Ciena is arguably the world’s leader in optical communication innovation and is dependent on carrier spending on optical (think lasers) equipment. We expect Ciena’s revenue to be focused on two near-term themes that are likely to drive a strong revenue growth cycle in the optical equipment space. The near-term themes include a… Read more →

The software-defined networking (SDN) will be a $3.52 billion global market by 2018, according to Transparency Market Research. The market research firm’s new “Software Defined Networking (SDN) Market – Global Industry Analysis, Size, Share, Growth, Trends, and Forecast, 2012 – 2018” report predicts SDN spending worldwide will grow at a compound annual growth rate of 61.5% from 2012 to… Read more →

Disclaimer:  This article was stimulated by IEEE member Pat McClung on the IEEE member discussion group maintained by ComSocSCV. In an editorial “The Internet at Risk,” published in the March-April 2013 issue of Internet Computing, Google’s Vint Cerf states:  “In some ways, the most pernicious proposals to limit the Internet’s openness to users and applications… Read more →

Disclaimer: this post is from the IEEE Member Discussion email group open to all current IEEE members.  Instructions to join are at http://comsocscv.org/  (Click on SUBSCRIBE) From KC Star newspaper (Sprint HDQ is Overland Park, KS- near Kansas City): July began with SoftBank Corp. in Tokyo buying 78 percent of America’s No. 3 wireless carrier. SoftBank… Read more →

Overview: Canadian research and education network CANARIE has deployed the 6500 packet-optical platform from Ciena to support the 100G upgrade and network expansion of a route connecting Montreal and New York, according to the optical transport equipment vendor. The new fiber-optic network link will sustain the “big data” streams used in today’s advanced academic and… Read more →

About 2 weeks ago we wrote a blog on this site titled: Siemens Searching For NSN Buyer which might be Nokia! https://techblog.comsoc.org/2013/06/17/siemens-searching-for-nsn-buyer-which-might-be-nokia We speculated that Nokia might buy NSN, rather than a private equity firm or network equipment company. Today, that happened as Nokia bought Siemens interest in NSN for just €1.7 billion (US$2.22 billion)…. Read more →

“Following 2 strong years of investment, growth in the data center equipment market is starting to slow,” notes Matthias Machowinski, directing analyst for enterprise networks and video at Infonetics Research. “While the near term outlook remains positive, ultimately we think the market is headed for a peak, as data center operators improve infrastructure utilization, and… Read more →

Introduction: AT&T has benefited from growing wireless revenue, as more of its customers switch over to smartphones. But the company has been falling behind Verizon Wireless in wireless subscriber numbers, as the two rivals battle each other for new U.S. customers. AT&T had 70.7 million contract wireless subscribers at the end of the first quarter…. Read more →

Introduction: On May 29, 2013, 30 IEEE members and guests enjoyed an exceptionally informative visit to the Sprint Machine to Machine (M2M) Collaboration Center in Burlingame, CA. Our Sprint hosts were Samantha Jordan and Kris Philippe. The Sprint M2M Collaboration Center brings together Sprint partners, equipment providers, customers and employees to rapidly prototype, test and… Read more →

Japan’s NTT Communications posted a 12%  jump in profit for the year ending in March, as subsidiary NTT DoCoMo announced  a management shake-up. NTT Com recorded a full-year net profit of  65.3 billion yen ($643.1 million). But group operating revenues fell 1.5% to  1.19 trillion yen. Total data networks revenue fell 0.7% to  427 billion… Read more →