Comments on: Ciena and The Future of Carrier Ethernet http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 hourly 1 http://wordpress.org/?v=3.0.1 By: Andrew Schmitt http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1373 Andrew Schmitt Fri, 06 Jul 2007 14:20:41 +0000 http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1373 I don't know Corrigent well enough to comment. I don’t know Corrigent well enough to comment.

]]> By: ohad http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1371 ohad Fri, 06 Jul 2007 09:30:07 +0000 http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1371 Andrew Corrigent have been combining transport and switching for years now and recently launched their new packet transport switch. What is your take on their technology? seems like KDDI is pretty happy with them... Andrew

Corrigent have been combining transport and switching for years now and recently launched their new packet transport switch. What is your take on their technology? seems like KDDI is pretty happy with them…

]]> By: Bandgap http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1372 Bandgap Wed, 04 Jul 2007 19:05:55 +0000 http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1372 It's Option 4, no doubt about it. Ethernet is the L1 of the future, there will be no need for L2. It’s Option 4, no doubt about it. Ethernet is the L1 of the future, there will be no need for L2.

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1368 Andrew Schmitt Wed, 04 Jul 2007 12:15:48 +0000 http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1368 Bill: See here: http://www.nyquistcapital.com/2006/10/10/ez-chip-and-raza-micro-at-gilder-telecosm-2006/ Or search on Wintegra, as i talked about the NPU market in the context of their proposed IPO. Bill:

See here:

http://www.nyquistcapital.com/2006/10/10/ez-chip-and-raza-micro-at-gilder-telecosm-2006/

Or search on Wintegra, as i talked about the NPU market in the context of their proposed IPO.

]]> By: Bill Baker http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1367 Bill Baker Wed, 04 Jul 2007 04:20:43 +0000 http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1367 Andrew, Just curious; what was your position on NPUs? Andrew,

Just curious; what was your position on NPUs?

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1370 Andrew Schmitt Tue, 03 Jul 2007 16:52:02 +0000 http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1370 Yes, Infinera certainly fits in here, either as scenario #4 or #1. Yes, Infinera certainly fits in here, either as scenario #4 or #1.

]]> By: iain http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1369 iain Tue, 03 Jul 2007 16:48:04 +0000 http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/#comment-1369 * Good post -- Agree that it is unclear that one of these scenarios will dominate. * Couple of points to add * Companies that can do this list... I'd add that Drew Perkins - CTO Infinera - was part of the development of ATM's routing spec PNNI and leveraged this into his previous startup LightEra's boxes. I think this is part of their evolution * History of the marriage of "L1" with the higher layers ("L2/L3") has been a very bumpy road. I've had big successes and big failures on this road. * Good post — Agree that it is unclear that one of these scenarios will dominate.

* Couple of points to add
* Companies that can do this list… I’d add that Drew Perkins – CTO Infinera – was part of the development of ATM’s routing spec PNNI and leveraged this into his previous startup LightEra’s boxes. I think this is part of their evolution
* History of the marriage of “L1″ with the higher layers (“L2/L3″) has been a very bumpy road. I’ve had big successes and big failures on this road.

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