Juniper (JNPR), Infinera (INFN), and Level 3 Communications (LVLT) announced today that they will work together towards the eventual development of highly anticipated 100 Gigabit Ethernet technology, along with research networks Internet2 and ESnet.  Of course, we already knew that each was working on their own part of this, so one might wonder why we [...]

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Now, I’m used to weak telecom reporting from some parts of the media, but this one really takes the cake.  The Washington Post, that bastion of newsworthiness, managed to write this wowser:

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(What's this?)

A Woolly Market For Investors

(Hard Assets Investor, 10/16/08)

Axia NetMedia: take a look

(Communications Breakdown, 11/14/08)

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Fiber Optics
at Wikinvest

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Telecom equipment provider Infinera (INFN) reported earnings this afternoon, beating estimates.  Adjusted GAAP revenue of $80.9M was above the range of $75-80M given in Q3 guidance.  Gross margins of 42% were on the low end due to one time effects from their rollout at Deutsche Telecom, where a migration from legacy DWDM to PICs is [...]

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Upstart telecom equipment provider Infinera (INFN) reports earnings Tuesday after the market closes, so let’s size up the situation a bit beforehand.  Back in June, Infinera pre-announced a Q2 shortfall and reduced its Q3 and FY08 guidance.  The company attributed the lowered expectations to reduced demand from carriers who were slowing buildouts, an event that [...]

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Tata Communications announced today the first commercial rollout of Cisco’s telepresence application.  They now have pay-per-use public rooms in hotels in the US and UK as well as in Mumbai, Bangalore, and Chennai over in India, and are planning to make 100 such rooms available globally by the end of 2009.  So any of us [...]

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The Northern Tier Network Consortium has selected Infinera’s PIC to light its fiber.  Who is the NTNC you ask?  Well so did I, but apparently it is a newly forming research network.  The idea it seems is to fill in the gap between Internet2, which takes the central route from Chicago to Seattle, and the [...]

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On TechTicker yesterday, Paul Kedrosky painted an ugly picture of how the credit crisis hurts telecom infrastructure.  It goes like this:  big telecom infrastructure rollouts like 3G in China are very often financed with debt, not from cashflow.  With no access to the debt markets, the buildouts will stall and this will hurt the equipment [...]

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Today Pacnet became the latest customer of Infinera, selecting their DTN for upgrades to their land network in preparation for their part of the Unity cable (called EAC Pacific) when it comes online.  Not too many have been watching, but Pacnet has been making lots of moves this summer.  Pacnet who, you say?

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