Economic Analysis for Alternative Energy and Telecommunications




                                         
100G Financial Report

Much like 10 Gigabit in 2002, 100 Gigabit is being developed during weak economic conditions.  But unlike 2002, carrier networks are running close to capacity, and supercomputing clusters and financial traders are already showing strong interest in 40 Gigabit data ports.

While there is little doubt about the need for faster networks, there is plenty of uncertainty over who will profit from higher line rates.  New products will also need new manufacturing processes, which has many asking:

  • How will product R&D initiatives be impacted by the weak financing environment?

  • What types of M&A transactions will make sense as the 40 and 100 Gigabit markets begin to develop?

  • How can chip, component, and equipment manufacturers use new technologies to improve financial performance?

In addition to these questions, Will More Bandwidth Lead to Higher Margins?: A Financial Assessment of Leading 100 Gigabit Technology Suppliers looks at which companies are best prepared for 100 Gigabit, and to what extent the new line rate will impact their top line growth as well as their bottom line profitability.


For more information, please contact Rachel Green at rgreen@freeskyresearch.com, or +1 703.994.4861






 
TABLE OF CONTENTS


CHAPTER 1 ECONOMICS AND TECHNOLOGIES

1.1 Report Overview
1.2 Divergence at 100 Gigabit
1.3 New Categories vs. New Competitors
1.4 The Large Financial Gap Between 100 Gigabit Optical and 100 Gigabit Data
1.5 
Exciting M&A vs. Mundane Manufacturing

CHAPTER 2 COMPANIES

2.1 Ciena
2.2 Juniper
2.3 Infinera
2.4 Brocade
2.5 Mellanox
2.6 Xilinx
2.7 Cisco
2.8 Finisar
2.9 GigOptix

EXHIBITS

Exhibit 1 Cash and Debt of leading 100 Gigabit suppliers
Exhibit 2 Inventory Turns and Gross Margins
Exhibit 3 Optical Annual Net Profit Margins
Exhibit 4 Ciena Inventory Metrics
Exhibit 5 Juniper Inventory Metrics
Exhibit 6 Infinera Inventory Metrics
Exhibit 7 Brocade Inventory Metrics
Exhibit 8 Mellanox Inventory Metrics
Exhibit 9 Xilinx Inventory Metrics
Exhibit 10 Cisco Inventory Metrics
Exhibit 11 Finisar Inventory Metrics
Exhibit 12 GigOptix Inventory Metrics


The report is 22 pages and costs $995 for a standard enterprise license.