Uncommon Wisdom:


December 11, 2009  4:36 PM

Ciena’s Q4 report points to core incumbency challenges

Posted by: Tom Nolle
Carrier Ethernet, Ciena, financial results, Huawei, Nokia-Siemens Networks, Nortel, NSN, quarterly reports, service layer, service management

Ciena reported its fourth-quarter numbers on Thursday morning, which showed sales down about 18% from last year but somewhat better than expected in the current quarter. Guidance was cautious, and investors took the stock...

December 7, 2009  12:57 PM

Alcatel-Lucent service-layer solution has some, not all, details

Posted by: Tom Nolle
Alcatel-Lucent, applications enablement, Juniper, NSN, open APIs, service layer architecture

Alcatel-Lucent announced the details (or at least some of them) of its Service Enablement architecture, its service-layer solution. The strategy includes an Exposure Suite that’s designed to...

November 23, 2009  2:10 PM

Nortel Ethernet auction: Ciena ups bid, NSN steps back

Posted by: Tom Nolle
Carrier Ethernet, Ciena, Nortel, NSN, PBT

NSN released a statement that it did not submit the highest bid for the Nortel Ethernet assets, and that means

November 18, 2009  2:09 PM

Bidding for Nortel’s Ethernet assets highlights NSN’s needs

Posted by: Tom Nolle
Ciena, Ericsson, Ethernet, Nortel, NSN

Yesterday was the final date for the submission of bids for Nortel’s metro Ethernet assets. Financial analysts are generally saying that the

November 13, 2009  1:43 PM

NSN talks up open IPTV developer platform

Posted by: Tom Nolle
developers, NSN, open platform

NSN, following on a show theme that IPTV needs to be more developer-friendly, has been talking up its open platform at the telco TV show, and its efforts raise some interesting questions.

We agree that...

November 6, 2009  5:55 PM

Nortel’s Ethernet auction: What of the NSN speculation?

Posted by: Tom Nolle
Ciena, Ethernet, Juniper, Nortel, NSN

It’s almost time to play “Who’s Got the Nortel Ethernet” assets, with the auction coming in little more than a week. The big question is whether NSN, Cisco or another player might jump on

November 2, 2009  5:14 PM

Juniper/NSN joint venture and the LTE connection

Posted by: Tom Nolle
enhanced packet core, Juniper, LTE, NSN

Cries that Juniper must now match Cisco and Tellabs and buy a mobile-core player are ignoring a critical reality -- and it’s not that Juniper’s new superchip can make its universal edge portfolio into an Enhanced Packet Core box (though it can). The real issue with wireless, guys, is that...

October 30, 2009  2:57 PM

NSN professional services a plus for carrier procurement zone strategy

Posted by: Tom Nolle
AT&T, LTE, NSN, procurement zone, professional services, Qwest, Sprint, Verizon

The head of NSN’s North America operation said the company would be an LTE leader in North America, and said it rather emphatically, to be sure. The comments came at NSN's analyst event this week, which was a parade of optimism on NSN’s prospects in the market, not only in North America...

August 20, 2009  11:45 AM

NSN’s 4G plans and strategic location for LTE center

Posted by: Tom Nolle
4G, Ericsson, LTE, Nortel, NSN

NSN is opening a new LTE development center in Dallas, next door to the Nortel facilities, in effect, and thus able to draw on the labor pool from Nortel, much of which is willing to jump first and see how Ericsson might do...

July 27, 2009  10:54 AM

Ericsson’s Nortel wireless win linked to carrier buying trend

Posted by: Tom Nolle
Ericsson, Nortel, NSN, procurement, wireless vendors

Ericsson came from behind to win the Nortel wireless auction, beating out both NSN (the original straw-man bidder) and a private equity bidder for the deal. There’s still a step of court and regulatory approval,...

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