Description: Key technology and business model developments related to the emergence of The New IP (nothing like The Old IP).
Infinera closed its acquisition of Coriant today, creating one of the world's largest optical networking providers with 600 customers around the world. But talk of a major account challenge mounted by Ciena sent the company's stock tumbling more than 15%.
Cisco announces a stronger, better, faster version of its edge routing platform, the ASR 9000 series and, in doing so, reminds us that there's a lot at stake with the arrival of 5G networks.
One way to look at how much the industry is changing is to spend some time with an executive and a company that has stuck to the same formula and industry view for almost 20 years.