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Category: Access

AT&T’s Neutrality Reply a Red Herring

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While on the surface, it is commendable that a large player such as AT&T is taking on the US government on net neutrality, its response…

Continue reading AT&T’s Neutrality Reply a Red Herring

Google and Cars: Same Revenue Stream

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There tends to be a lack of a full understanding of the intention behind the bulk, if not all of Google’s investments in new solutions.…

Continue reading Google and Cars: Same Revenue Stream

Uncle Sam: Major VC for Optical Gear Development Indefinitely?

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Where will the money come from to fund R&D for next generations of fiber optic equipment in the telecommunications and data communications markets? Clearly, the…

Continue reading Uncle Sam: Major VC for Optical Gear Development Indefinitely?

Would Anyone Want to Buy Level 3?

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Given the wealth of connections and contacts of a large corporation in the telecommunications industry, such as at Level 3 Communications, it is always extraordinary…

Continue reading Would Anyone Want to Buy Level 3?

Double Standard When It Comes to Verizon

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Although during its existence as a corporation, Verizon has made its share of mistakes, there are often contrasting principles at work with some members of…

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Ciena Should Buy ADVA

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While the ex-Nortel contingent, which has dominated the direction of Ciena in recent years, would almost assuredly be opposed to the idea because it would…

Continue reading Ciena Should Buy ADVA

CenturyLink Could be a Sleeper

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When a typical industry observer thought of CenturyLink over the past several years, the following aspects probably came to mind: only a handful of major…

Continue reading CenturyLink Could be a Sleeper

Infinera’s Biggest Concern is Ciena

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A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products,…

Continue reading Infinera’s Biggest Concern is Ciena

If Verizon Has Vague Rationale, Think FCC

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For Verizon, there has been the matter of a tremendous buildout of Fiber-to-the-Home (FTTH) infrastructure in the past, which was clearly cost prohibitive, or more…

Continue reading If Verizon Has Vague Rationale, Think FCC

Nokia Directionless in Optics Space

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An industry observer might ask a Nokia executive about its plans for 400G and there is a good chance that the response is more likely…

Continue reading Nokia Directionless in Optics Space

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