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To: nicmar who wrote (254)12/30/2011 11:05:05 AM
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Top Buys by Top Brass: EVP, Chief Strategy Officer Welch's $1M Bet on INFN

12/30/2011 @ 10:35AM |43 views

So in this series we look at the largest insider buys by the ”top brass” over the trailing six month period, one of which was a total of $1M by David F. Welch, EVP, Chief Strategy Officer at Infinera Corp ( NASD: INFN).

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To: nicmar who wrote (254)12/30/2011 12:52:33 PM
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INFN now #1 in North America & #3 worldwide

SUNNYVALE, CA--(Marketwire -12/29/11)- Infinera (NASDAQ: INFN - News), a leading provider of digital optical networking solutions, announced today that Infonetics Research ranks Infinera the number-one supplier in the North America terrestrial long-haul WDM transport and ROADM market. This ranking demonstrates the company's continual growth and market reach.

"In the third quarter of 2011, Infinera posted a revenue increase that moves them into first position in North America and third position worldwide for combined terrestrial long-haul WDM transport and ROADM equipment," noted Andrew Schmitt, directing analyst for optical at Infonetics Research.

Infinera's market share results in the third quarter for North America were driven largely by leading cable companies, wholesale carriers, Tier 1 customers and Internet Content Providers. European wholesale carriers and opportunities in the submarine space contributed to the company's third quarter growth worldwide.

"Global network operators benefit from the scale, simplicity and efficiency of Infinera's optical network solution," said Tom Fallon, Infinera CEO. "Infinera's solution for network operators helps them be more responsive to their customers' needs while confidently planning for future network growth. We are pleased by Infonetics' ranking as this reflects the support and faith our customers continue to put in us."

Infinera's product portfolio includes Infinera's DTN platform, powered by photonic integrated circuits (PICs), Infinera ATN, a scalable metro WDM transport platform and the recently announced DTN-X platform with 500 Gb/s FlexCoherent super-channels.

Keep in mind that Infonetics Research has also reported that INFN products are being evaluated for purchase by a larger number of customers than have them currently installed.

INFN revenues are going to really take off as sales of the 100G product ramp up.


Infinera and Nokia Siemens Networks are the only vendors being evaluated for future optical purchases by a larger number of customers than have them currently installed

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From: FUBHO12/31/2011 12:46:39 AM
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100G takes flight: Driven by new advancements in coherent optics, a growing base of service providers have decided to sidestep a migration to 40G and go straight towards 100G in their core IP and optical network infrastructure. One of the clear aggressive carriers in this domain was Verizon ( NYSE: VZ) with seven additional routes updated to 100G on its IP network this fall in addition to upgrading 10 of its network routes with coherent optical technology. Outside of Verizon, other notable 100G deployments include a group of savvy Canadian ( MTS Allstream and Shaw), European ( BT and P&T Luxembourg), R&E networks ( Internet2), and even one city ( Washington, D.C.).

Read more: Year in Review 2011: The stories that dominated the wireline industry - FierceTelecom

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To: FUBHO who wrote (258)12/31/2011 12:50:10 AM
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2012--A Return to Normalcy and Pragmatic, Power Conscious 100G
Neal Neslusan, MultiPhy12/15/2011 6:48 AM EST

In 2010 and 2011, the industry saw the first real rollouts of 100G transport solutions. Many of these solutions were based on initial Coherent Detection transmission implementations and FPGA-based Framers. The deployment of these solutions was not unexpected and falls in line with the historical nature of the optical telecommunications marketplace; that is, in the initial years of a technology’s life the vast majority of products come from vertically integrated development teams and the focus of the product is on performance and just making it work.

In 2012 we’ll start to see 100G taking a bigger place in the build out of new and existing networks around the world. As 100G becomes more widely deployed in the larger datacenters, the push to transport 100G across the wide-area optical network will increase. This push will not only affect the largest telecom equipment makers (those with the vertical integration capabilities), but will also affect the second tier of equipment suppliers whose place in the broader network is just as significant as the largest players.

Clearly there are cases in some of the largest and most dense networks where deployment of 100G transport is absolutely a must, but in other networks the deployment of 100G could be considered a luxury over the next few years if the power and cost assumptions don’t come down.


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To: FUBHO who wrote (259)12/31/2011 12:52:25 AM
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The disruptive nature of Infinera’s 500 Gb/s PIC will enable the DTN-X to consume 33% less space and 50% less power than alternatives in a typical configuration. In a recent white paper that modeled a large pan-North American optical network it was found that the DTN-X solution required 69% fewer modules and 67% fewer chassis than competitive approaches (The Evolving Economics of Optical Network Design, S. Ramasubramanian, University of Arizona, S. Subramaniam, George Washington University).

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From: FUBHO1/3/2012 11:59:43 AM
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Carriers Boost Transpacific Links

JANUARY 3, 2012;

With capacity prices plummeting and a massive wave of high-speed broadband users coming online, Asian carriers have embarked on a fresh round of subsea cable build-outs and are in active discussions about building a new transpacific network.

NTT Communications Corp. (NYSE: NTT) has boosted its transpacific capacity to 600 Gbit/s and more than doubled the size of its PC-1 cable, while NEC Corp. (Tokyo: 6701) has been contracted to build and maintain the intra-region Asia Pacific Gateway (APG) cable that was first announced in 2009. (See NTT Touts Record Transpacific Growth, Asia Pacific Gateway Networks Uses 40G, NEC Wins APG Deal and NTT Splashes on Subsea Assets.)

Earlier in 2011 Pacific Internet Ltd. expanded its EAC Pacific Cable, which accounts for two of the five cable pairs on the Google (Nasdaq: GOOG)-backed Unity system. (See Google Builds Undersea Cable.)

Ironically, it was the debut of Unity in April 2010 that accelerated the decline in Asia/Pacific long-haul bandwidth prices. (See Unity Cable Ready for Service.)

Transpacific prices dropped 50 percent in 2011, mainly because of the arrival of Unity, according to Byron Clatterbuck, president of global carrier solutions at Tata Communications Ltd. (NYSE: TCL).

Many of the Unity shareholders -- such as Google, Pacnet and Global Transit -- lacked a large natural market and "were competing with each other" to find buyers, says Clatterbuck.

By contrast, the three-year-old Trans-Pacific Express (TPE) cable hasn't disrupted the market because its lead investors, such as China Telecom Corp. Ltd. (NYSE: CHA), China Unicom Ltd.(NYSE: CHU), KT Corp. and Verizon Business were themselves also customers. (See TPE Cable Adds Japan Link and China Telecom Touts TPE.)

Clatterbuck expects prices to stabilize in 2012. "If you are an investor in Unity, you are probably saying, 'We are going to have to slow down [the price erosion]'."

But he believes the lower prices and the rapid rollout of broadband fiber networks in north-east Asia will drive more cable builds. "It’s just a matter of when that is going to happen," says the Tata Comms man. (See China Flexes Its FTTx Muscle.)

The biggest of the cables now being planned is a new U.S.-China system to replace the 12-year-old China-U.S. Cable Network (CUCN). Eric Handa, co-founder of international voice services specialist APTelecom , says CUCN has reached the end of its upgrade capacity and will probably be decommissioned in the next three to five years.

He notes that TPE is "a fairly successful system," but "alone can't do all the work that China needs. Our understanding is that there are active discussions going on right now between China and American operators," he tells Light Reading.

While nothing has been signed, the carriers are aiming for launch in late 2013 or early 2014 and can be confident of support for a new transpacific link. Handa says the CUCN had "strong support from all operators. I'd expect the same for the system that replaces it."

For the first time, China Mobile Ltd. (NYSE: CHL) is keen to join the cable club. Until now only China's fixed-line players, China Telecom and China Unicom, have invested in subsea capacity. China Mobile's interest is obviously driven by the skyrocketing demand for mobile Internet bandwidth and the impending introduction of LTE services.

"China Mobile seems to be taking a leading position on wanting to build the next transpacific cable," says Handa. "They’re looking at building their own system in conjunction with the other two operators."

Clatterbuck agrees the Chinese operators are seeking a new transpacific cable, although as the major users of CUCN they are reluctant to shut it down.

The main obstacle facing the new cable development is reaching an agreement on where to land the cable. In China, landings are controlled by the Ministry for Industry and Information Technology (MIIT) and each of the main operators, including China Mobile, would be lobbying for its own site.

On the U.S. west coast, environmental laws make it almost impossible to build a new landing station. The TPE and Unity cables used existing piping to land in Los Angeles.

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From: FUBHO1/11/2012 4:49:05 PM
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NTT sees video driving Internet

R. Colin Johnson1/11/2012 1:23 PM EST

PORTLAND, Ore.—NTT America recently predicted major themes for 2012, including continued consolidation after a flurry of mergers and acquisitions in 2011, mass migration to the clouds, and increased adoption of 100 Gbit Ethernet as a result of growing video popularity, especially in emerging markets.

One of the biggest trends in 2011—M&A—will continue in 2012 as service providers aim to migrate their businesses to cloud-based computers, according to NTT. In 2011, for instance, Verizon’s acquired Terremark, CenturyLink acquired Qwest and Savvis, Level 3 acquired Global Crossing, and Windstream acquired Paetec.

"M&A activity in 2011 can be traced back to two driving factors: scale and scope," said Michael Wheeler, vice president, NTT Communications Global IP Network, NTT America, a wholly owned U.S. subsidiary of NTT Communications Corp. (Tokyo) and a Tier 1 global IP network services provider. "The acquisitions by Qwest, Level 3 and Windstream were largely driven by scale--expanding their services into new markets in which they didn’t previously have a presence. Verizon, on the other hand, is an example of a scope expansion, since Terremark added services to the Verizon portfolio that it didn’t have before, specifically its cloud services."

The second major trend for 2012 predicted by Wheeler is mass migration to 100 Gigabit Ethernet (100GigE) to support the exponential growth of video content over the Internet, especially in new markets such as Latin America, where NTT recently expanded the reach of its Tier 1 global IP network with a new point of presence (PoP) location in São Paulo Brazil. According to Wheeler, Internet service providers (ISPs) will spearhead deployment of 100GigE to accommodate increased adoption of video-over-Internet based services from Hulu, Netflix, Comcast and others.

"The next three to five years should look toward 100GigE as a method of reducing the complexity of networks," Wheeler said. "Reducing the complexity of running multiple ports and splitting content will not only be a cost-effective upgrade, but it will ensure that they maintain quality of service."

On the downside, the increased popularity of Internet connected devices will also increase the frequency and complexity of cyber attacks, especially Distributed Denial of Service (DDoS) which today mostly enlists legions of bots on zombie PCs, but will expand to mobile devices in 2012.

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From: FUBHO1/12/2012 12:41:42 PM
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Carriers Want 100G Everywhere

JANUARY 11, 2012 | Craig Matsumoto | Comments (4);
Calling 100Gbit/s transport "unstoppable," an Infonetics Research Inc. report released Wednesday says carriers want the technology in both new and old networks, putting some evidence behind anectodes about impatient 100Gbit/s demand.

For the report, titled "40G/100G Wavelength Deployment Strategies: Global Service Provider Survey," analyst Andrew Schmitt pinged carriers that represent 28 percent of global capex.

Why this matters
Demand for 100Gbit/s in greenfield networks was never in doubt. What's interesting is that carriers are anxious to get 100Gbit/s into their current networks as well.

In fact, the study confirmed that 40Gbit/s is being viewed as a stopgap, something to be replaced by 100Gbit/s once the latter is more widely available. Schmitt has been arguing for a couple of years that the 40Gbit/s generation will be a short one.

One interesting side note: Non-coherent 100Gbit/s -- being pitched by vendors such as ADVA Optical Networking (Frankfurt: ADV) as a cheaper alternative for metro-like distances -- "isn't yet viewed as an important technology," as the Infonetics release puts it. (See ADVA Offers a Cheaper 100G.)

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From: FUBHO2/2/2012 10:48:19 PM
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Q4 2011 CC excerpts:

This transformed transport infrastructure will need to: scale smoothly to multi-terabits of optical transmission, starting with a 100 Gig and quickly moving to terabit capacities; efficiently accommodate more fluid, cloud-based traffic demands and support mesh networking while maintaining the predictability and reliability of transport networks; and become a simpler and more cost-effective, requiring significantly less human resource, power, cooling and space per bit of traffic carry.

We believe that our recently launched DTN-X is optimized to accelerate this important transformation. Our competitors are starting to ship 100 Gig and present concepts and demos of 200 hundred Gig on a line card. Customers are testing our DTN-X today, with 500 Gig super-channel line cards, and we've already demonstrated technology to go to 1 terabit of super-channel capacity on a single card.

The DTN-X is the step function that service providers and in particular Tier 1 carriers need to properly prepare their networks for the high-capacity future. We believe that our new DTN-X, in conjunction with our enhanced DTN and existing ATN, all with control plane unification software, enable us to better address our traditional customer, as well as a new set of Tier 1 customers across verticals and geographies.

In Q4, we saw an active market in the cable, Tier 1 and bandwidth wholesale segments, while much of the industry conversation and our own go-to-market strategy centers around 100 Gig and greater than 100 Gig super-channel speeds. The 10 Gig market remains strong. It is a consensus view among analysts that 10 Gig will continue to grow in volume throughout the next several years. And we believe it will remain robust for another decade. In fact, we believe the strength of the 10 Gig market was a key factor enabling Infinera to achieve the #1 share position in the North America, terrestrial long-haul WDM transport and ROADM market, and advanced to #3 worldwide, based on Infenera's data for the third quarter of 2011.

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To: FUBHO who wrote (264)2/2/2012 10:54:59 PM
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Q4 2011 CC excerpts:

On the new product front, customer interest in our new DTN-X, since its launch, has been very strong, which we believe is in recognition of the unique advantage Infinera's integrated platform brings to market, the only platform operating integrated DWDM and OTN switching functionality without compromise. As a reminder, this platform is fundamentally 3 products in one: A DWDM transmission system that will support the world's first 500 Gig super-channels based upon 100 Gig of FlexCoherent channels, upgradable in the future to 1 terabit super channels, unleashing highly efficient DWDM transmission capacity at the lowest operational cost; an integrated OTN switching system that will scale from 5 terabits in its first release to 100 terabits in the future and will enable operators to efficiently tame these large pipes, through the grooming of traffic down to 1 Gig granularity; and third, a system that is designed to MPLS switching in the future, which will further enable convergence of the network for improved efficiency, reducing the number of interconnections between layers while preserving network investment.

Infinera pioneered the integration of OTN switching and DWDM with the DTN in 2005. Leveraging this unique learning for more than a decade of development in 7 years of field operation, the DTN-X integrates 3 technology-building blocks to deliver value and differentiate itself from the competition: 500 Gig platonic integrated circuits with FlexCoherent DSPs; custom switching ASICs and a multi-terabit nonblocking switch fabric; and intelligent GMPLS control plane software that scales to thousands of nodes.

The DTN-X design has been optimized to meet the needs of Tier 1 carriers and addresses their need to prepare for extremely, high capacity in dynamic networks, opening up a large and new market for Infinera. Competitors are following Infinera's architectural lead, announcing integrated solutions. However, unlike the DTN-X, design for this integration from day 1, competitors are taking existing systems and adding DWDM or switching after the fact. This approach results in a compromise between the switching and transmission capacity of these systems. This does not occur with the DTN-X. We believe that DTN-X will be the only platform on the market that will allow all components, including the optical functions based on our pic technology, to be consistent with Moore's Law, delivering best-of-breed switching integrated with best-of-breed DWDM, without compromise.

The DTN-X is on track with lab trials in Q1 and volume production starting in Q2. We have begun to scale the production capability, and the 500 Gig PICs have been released to manufacturing. On the trial front, we have scheduled 4 DTN-X lab trials in our current quarter. All 4 of these trials are with Tier 1 carriers, reflecting a mix of both new prospects and current customers, with 2 located in North America and 2 located in Europe.

In addition to these trials, we've had numerous demonstrations of the full DTN-X system. While we are pleased with the early interest by the carriers areas in our DTN-X platform, it is important to note that Tier 1s often have extensive qualification testing and that a lab trial is only one of several steps toward revenue. In the quarters ahead, we will be -- report to you on additional trials and DTN-X wins.



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