Tuesday, May 4, 2010

Hotel California

Well, I'm spending another week in a hotel in California (Sunnyvale this time).   Juniper yesterday, HP today, and Cyan Optics tomorrow.  Cyan makes an interesting product in the packet/optical space.  It's potentially a very good match for RONs and Statenets that don't need a lot of wave services (< 8 waves) and want a low-cost Ethernet services platform that is well integrated with the DWDM platform.  Interestingly, Cyan has a connection to IU in that one of the Cyan founders, Mike Hatfield, is an Indiana native who is an alum of the IU Kelley School of Business.  


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