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Tuesday, June 1, 2010 at 2:59PM Ciena has been busy since completing the acquisition of Nortel’s Metro Ethernet Networks (MEN) business back in March.
“The 40G and 100G technology were key to the deal and we made sure that the core team was still there”
Tom Mock, Ciena
Wednesday, May 5, 2010 at 7:36AM A reader commented that both semiconductor and optical transceiver lead-times are being extended and that the “good times are here”. But what is the cause, he asked, and are good times really here?
Daryl Inniss believes it is largely a reflection of cutbacks that have run their course. “The industry cut back swiftly and deeply when the market started to tank, cutting suppliers and capacity,” says Inniss, practice leader, components at market research firm Ovum.
“I think it's recovery dynamics - people ordering a tiny bit more and there are no parts available such that lead-times are stretching out simulating a boom.”
Brad Smith, LightCounting
Thursday, December 31, 2009 at 6:14PM Transceiver feature: Part 2
At first sight, optical transceiver vendors have little scope for product differentiation. Modules are defined through a multi-source agreement (MSA) and used to transport specified protocols over predefined distances.
“Their attitude is let the big guys kill themselves at 40 and 100 Gig while they beat down costs"
Vladimir Kozlov, LightCounting
100Gbps, 40GbE, Fibre Channel, Finisar, Juniper Networks, LightCounting, MSA, Ovum, PON, SONET, optical transceivers in Feature Print Article Wednesday, December 30, 2009 at 10:46AM Transceiver feature: Part 1
System vendors may adore optical transceivers but there is a concern about how multi-source agreements originate.
Optical transceiver form factors, defined through multi-source agreements (MSAs), benefit equipment vendors by ensuring there are several suppliers to choose from. No longer must a system vendor develop its own or be locked in with a supplier.
“Personally, the MSA is the worst thing that has happened to the optical industry”
Marek Tlaka, Luxtera
