http://www.nyquistcapital.com/2005/12/22/ciena-sees-red-at-bt/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 http://www.nyquistcapital.com/2005/12/22/ciena-sees-red-at-bt/#comment-71 Ciena and The Future of Carrier Ethernet at Nyquist Capital Mon, 02 Jul 2007 20:36:58 +0000 http://www.nyquistcapital.com/?p=64#comment-71 [...] sector as ripe for commoditization, particularly by vendors such as Huawei (see “Ciena Sees Red at BT“). It is for this reason we avoided Ciena as an investment. This is now a flawed [...] [...] sector as ripe for commoditization, particularly by vendors such as Huawei (see “Ciena Sees Red at BT“). It is for this reason we avoided Ciena as an investment. This is now a flawed [...]

]]> http://www.nyquistcapital.com/2005/12/22/ciena-sees-red-at-bt/#comment-70 Future of Optical Networking - Lightreading Conference at Nyquist Capital Thu, 21 Jun 2007 15:53:34 +0000 http://www.nyquistcapital.com/?p=64#comment-70 [...] The real growth for packet over wavelength will be in Asia as well as hero projects like BT’s 21CN. The most uncertain aspect of metro WDM growth isn’t just how big it will be but who will emerge as the market leader. We still believe that Huawei will dominate next gen WDM much like they have captured market share in DSL, and that Ciena (CIEN) investors may not have factored in this outcome. [...] [...] The real growth for packet over wavelength will be in Asia as well as hero projects like BT’s 21CN. The most uncertain aspect of metro WDM growth isn’t just how big it will be but who will emerge as the market leader. We still believe that Huawei will dominate next gen WDM much like they have captured market share in DSL, and that Ciena (CIEN) investors may not have factored in this outcome. [...]

]]> http://www.nyquistcapital.com/2005/12/22/ciena-sees-red-at-bt/#comment-69 Huawei 2005 Revenue at Nyquist Capital Wed, 18 Jan 2006 21:49:14 +0000 http://www.nyquistcapital.com/?p=64#comment-69 [...] Huawei is a strong company with bright engineers. It’s a pleasure to see such fine people drive the market to a new level of competitiveness. I think it’s great they’ve won at BT. However, until the company lists on an exchange that requires independent auditing and financial controls I’m not going to get excited over their numbers. [...] [...] Huawei is a strong company with bright engineers. It’s a pleasure to see such fine people drive the market to a new level of competitiveness. I think it’s great they’ve won at BT. However, until the company lists on an exchange that requires independent auditing and financial controls I’m not going to get excited over their numbers. [...]

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