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Technology Stocks : Ciena (CIEN)
CIEN 195.76+7.0%Nov 5 4:00 PM EST

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From: FJB3/18/2011 3:26:29 AM
   of 12623
 
NEC Has 100G Ready

MARCH 14, 2011 | Craig Matsumoto | Comments (2) |

NEC Corp. (Tokyo: 6701), absent so far from the 100Gbit/s race, does have a homegrown system ready to deploy, reports analyst Sterling Perrin of Heavy Reading.

The company is apparently just waiting for a customer to announce with the product, according to Perrin, who met with NEC at OFC/NFOEC last week and published a research note Friday. He's guessing the company would announce in 2012, based on operators' 100Gbit/s plans.

Why this matters
NEC is no slouch in optical networking and would be a serious competitor not only in Japan, but in North America. According to Perrin, NEC is gunning for a North American comeback, specifically targeting AT&T Inc. (NYSE: T) and Verizon Communications Inc. (NYSE: VZ). Don't forget that NEC was a top DWDM supplier to AT&T back during the bubble.

The company's technology chops are admirable, too. Perrin pointed out that NEC had a flurry of post-deadline OFC/NFOEC papers, including an experiment with Verizon that put 112Gbit/s, 450Gbit/s, and 1.15Tbit/s transmissions all on one 3,560km fiber span. Another paper was about cramming 101.7 Tbit/s -- that's terabits per second -- down one fiber, the kind of hero experiment you'd expect to see on the OFC/NFOEC highlight reel.

NEC hasn't lost ties with AT&T, either. A 2009 experiment on 100Gbit/s transmission involved AT&T, NEC and Corning Inc. (NYSE: GLW).

For more lightreading.com
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