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Telecom Finance & Analysis

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Will More Bandwidth Lead to Higher Margins?

A Financial Assessment of Leading 100 Gigabit Technology Suppliers

40 & 100 Gigabit Networks: Technologies, Markets, Applications

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Welcome to our site, we are an industry analyst firm covering companies and technologies in the following sectors:

40/100 Gigabit Networks
Layer 4-7 Switching
Deep Packet Inspection
WAN Acceleration
Hosted VoIP
Ethernet & InfiniBand Switching
Fiber to the Home
Cable/MSO Networks
Broadband Wireless
Optical Transport
Integrated Optics

News

Ixia Acquires Catapult Comms
JUNE 26, 2009 - Seeking to expand its presence in wireless test

Nortel to Liquidate Assets
JUNE 24, 2009 - For years, Nortel participated in many markets, but led in very few

Picometrix Signs Supply Agreement, Expects Deal to Generate $1M this year
MAY 22, 2009 - Picometrix is going to be in trouble if they expect video to create big sales for 40G optical receivers

NYSE to Hit 100 Gigabit with Ciena Equipment
MAY 5, 2009 - As discussed in our 40/100G report, financial services will be one of the largest buyers of 100G equipment

100 Gigabit Ethernet: Bridge to Terabit Ethernet
APRIL 23, 2009 - InfiniBand will surpass 100G next decade, so Ethernet will have to do the same

Successful M&A Keeps Optical and Data Separate
APRIL 3, 2009 - Not a coincidence that Ciena's acquisition of Lightera went much better than its recent purchase of World Wide Packets

NetLogic Demonstrates First 100GigE PHY along with a MAC, FPGA, VCSEL, and Test Supply Chain
MARCH 22, 2009 - The start of what will be a flurry of 100G press releases from OFC shows how this market will very different from 10G and previous markets where individual vendors made their own ASICs for their own boxes

Sierra Monolithics Announces 100G Mux/Demux
MARCH 17, 2009 - Chipsets will use the same 130nm SiGe process as the company's 40G products

GigOptix Reports 69% Gross Margin for 2H08
MARCH 12, 2009 - $9 million in annual revenue, with much of its growth coming from 10G modulator drivers for long-haul networks

Sunrise Telecom Puts up For Sale Sign
MARCH 11, 2009 - Current market cap is $30 million, Gross Margins, while lower than Ixia, Spirent, and EXFO, have remained respectable in the 50s, but R&D, Sales, & Admin costs at test companies typically eat up 60% of revenue, compared to 30-45% at most networkers

New CEO for 10GBASE-T Developer Aquantia
MARCH 9, 2009 - Faraj Aalaei comes over from Centillium, founder and CEO Phil Delansay to stay on as VP Business Development

Ofidium Raises $6M for 100G OFDM
MARCH 7, 2009 - In the past, optical OFDM has combined sophisticated electronics with weak economics, but with 100G mostly a 10G serial technology, multiplexing requirements are likely to change dramatically

Huawei and 40/100G
MARCH 4, 2009 - Sam Greenholtz, of FreeSky Research partner Telecom Pragmatics, discusses how module makers are apprehensive about working with Huawei

GigOptix Announces EA Modulator for 100GigE
MARCH 4, 2009 - Problem here is that 100GBASE-ER4 is likely to ship in much lower volumes than the shorter-reach variants

IPtronics Announces Flip Chip Devices for 40 and 120G
MARCH 2, 2009 - Products will be used in optical sub-assemblies for both InfiniBand and Ethernet short-reach apps

OpVista on the Block
FEBRUARY 25, 2009 - 40G Muxponder and Transport Vendor OpVista is in talks to be acquired.

Exar Acquires Hifn
FEBRUARY 25, 2009 - Hifn, once a high-flying L4-L7 chip maker, is being acquired by mixed-signal technology developer Exar for $4 a share, or about 1.5x sales.

TOR Switches Becoming the Flavor of the Month
FEBRUARY 25, 2009 - Low cost switches with scaled down forwarding capabilities are becoming very popular these days. You can now add Juniper to the growing list of companies selling Top-of-Rack Ethernet switches.

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