Books in 2015 - Part 1

Gazettabyte is asking various industry figures to recommend key books they have read this year.

Andrew Schmitt, founder and CEO at Cignal AI

I didn’t read that much this year but I did read The Wright Brothers by David McCullough. That was outstanding.  McCullough is a great historical author and wrote a book that was both a biography of the Wrights as well as a narrative of their efforts to build the first powered airplane.

I didn't know of all of the other simultaneous, better-financed efforts that fell far short of the efforts of two brothers from Dayton, Ohio. I also was unaware of how the effort transfixed the world when they did complete it.

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60-second interview with Infonetics' Andrew Schmitt

Market research firm Infonetics Research, now part of IHS Inc., has issued its 2014 summary of the global wavelength-division multiplexing (WDM) equipment market. Andrew Schmitt, research director for carrier transport networking, in a Q&A with Gazettabyte.

Andrew Schmitt

Q: Infonetics claims the global WDM market grew 6% in 2014, to total US $10 billion. What accounted for such impressive growth in 2014?

AS: Primarily North American strength from data centre-related spending and growth in China.

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WDM and 100G: A Q&A with Infonetics' Andrew Schmitt

The WDM optical networking market grew 8 percent year-on-year, with spending on 100 Gigabit now accounting for a fifth of the WDM market. So claims the first quarter 2014 optical networking report from market research firm, Infonetics Research. Overall, the optical networking market declined 2 percent, due to the continuing decline of legacy SONET/SDH.

In a Q&A with Gazettabyte, Andrew Schmitt, principal analyst for optical at Infonetics Research, talks about the report's findings.

Q: Overall WDM optical spending was up 8% year-on-year: Is that in line with expectations?

AS: It is roughly in line with the figures I use for trend growth but what is surprising is how there is no longer a fourth quarter capital expenditure flush in North America followed by a down year in the first quarter. This still happens in EMEA but spending in North America, particularly by the Tier-1 operators, is now less tied to calendar spending and more towards specific project timelines.

This has always been the case at the more competitive carriers. A good example of this was the big order Infinera got in Q1, 2014.

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The OTN transport and switching market

Source: Infonetics Research

The OTN transport and switching market is forecast to grow at a 17% compound annual growth rate (CAGR) from 2011 to 2016, outpacing the 5.5% CAGR of the optical equipment market (WDM, SONET/SDH). So claims a recent study on the OTN equipment marketplace by Infonetics Research.

A Q&A with report author, Andrew Schmitt, principal analyst for optical at Infonetics.

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100 Gigabit 'unstoppable'

A Q&A with Andrew Schmitt (@aschmitt), directing analyst for optical at Infonetics Research.

"40Gbps has even less value in the metro than in the core"

Andrew Schmitt, Infonetics Research

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Optical networking market in rude health

Quarterly market revenues, global optical networking (1Q 2011). Source: Ovum

Despite recent falls in optical equipment makers’ stock, the optical networking market remains in good health with analysts predicting 6-7% growth in 2011.

For Andrew Schmitt, directing analyst for optical at Infonetics Research, unfulfilled expectations are nothing new. Optical networking is a market of single-digit yearly growth yet in the last year certain market segments have grown above average: spending on ROADM-based wavelength division multiplexing (WDM) optical network equipment, for example, has grown 20% since the first quarter of 2010.

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ROADMs: Set for double-digit growth

A Q&A with Andrew Schmitt, directing analyst, optical at Infonetics Research regarding ROADMs and his report's findings.

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