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Emcee:  FUBHO Type:  Moderated
Transforming the optical layer into an Intelligent Transport Network™.

Infinera has just one mission: to build the world's most innovative network solutions to help our customers win.

Infinera Technology Overview
Since the advent of DWDM in the mid-1990s, most equipment vendors have envisioned an all-optical, highly analog future. According to this vision, amplifiers, filters, and mirrors replace all electronics in networks, and seamlessly transport digital services as waves of light. It's an attractive idea, since the translation between optical and electrical domains--the so-called "O-E-O" conversion--historically accounts for significant network costs. So why not just get rid of it?

It turns out there's a catch. Analog, all-optical networks are at odds with the digital information streams they carry. They are complex to design, and react very slowly to unforeseen changes in service demands – something that is increasingly common in today's cloud architectures.

Infinera's Digital Experience
From the outset, Infinera's vision was to enable DWDM transport networks to be more responsive to the digital services they carry. To do this we had to solve the challenge of reducing the cost of those OEO conversions, and we did this by integrating the optical functions of our switches into a single pair of Photonic Integrated Circuits (PICs). Our unique PIC technology allows us to combine DWDM capacity with the efficiency and ease of use that digital OTN switching can bring. We call the combination of service-ready PIC capacity and distributed OTN switching "Bandwidth Virtualization."

Our first iteration of this vision – the Digital Optical Network – helped to revolutionize the DWDM industry in the "10 Gigabit Era." More recently, the introduction of the DTN-X platform has taken the 100 Gb/s long haul market by storm, and now we've brought our vision of the Intelligent Transport Network to the rapidly growing metro cloud market in the form of Infinera's Cloud Xpress platform.

Click on the links below for more detail on the Intelligent Transport Network, and its technology building blocks.

The Intelligent Transport Network
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1651Deutsche Cuts Ciena To Hold On Weak Demand, Elevated Estimates By Teresa Rivas FUBHO1yesterday
1650Ciena( CIEN - Get Report) was downgraded from Buy to Hold, Deutsche Bank said. FUBHO1yesterday
1649 We know that INFN is taking business from CIEN, so that's why I stated I diThe Ox-Thursday
1648I think zero YoY revenue is pretty bad compared to what Infinera is doing.FUBHO-Thursday
1647If you look at where CIEN was 10 or 12 months ago, they've done an excellentThe Ox-Thursday
1646 Looks like the initial sell the news has been met with some buying this morningThe Ox-Thursday
1645RE:analysts are expecting earnings per share of 34 cents on revenue of $630 millFUBHO2Thursday
1644Expect Strong Q3 From Ciena: Needham By Teresa Rivas Ciena ( CIEN) reports earFUBHO1Wednesday
1643 Airbnb, Blue Oceans and the New Infinera Time-Based Instant Bandwidthby infineFUBHO2Tuesday
1642Infinera Nabs EMEA Sales Exec From Ciena SUNNYVALE, Calif. -FUBHO-Tuesday
1641Infinera Names Nick Walden Senior Vice President of Sales for EMEA [graphic] NFUBHO-Tuesday
1640This is intra-datacenter, but means bigger pipes required between too... =======FUBHO-Monday
1639MKM Partners: MKM Partners reiterated a Buy rating and $27 price target on INFNFUBHO3August 28
1638Over 1B people used Facebook on Monday for the first time in the company's hFUBHO-August 27
1637Communications Suppliers Bucking Volatility Overall business trends appear to bFUBHO2August 27
1636Google Declares its Cloud Container Engine Ready for Production About 10 monthFUBHO1August 26
1635Infinera details resolution of AJC submarine cable network outage August 24, 2FUBHO1August 24
1634Added some more infn in the mid 18s. Exciting open!nicewatch2August 24
1633Infinera's New Time-based Instant Bandwidth Technology Recovers AJC SubmarinJakeStraw1August 24
1632Nice post, thank you! I had some itm August calls that I sold early in week but nicewatch-August 21
1631It will be interesting to look at this a year from now. Ciena, Huawei, and ZTE FUBHO1August 21
1630Infinera has a recent investor presentation on their website. Maybe it was usedFUBHO1August 21
1629Infinera Completes Offer for Transmode Shares by Dave Welch, co-founder and preFUBHO-August 21
1628Google gives the world a peek at its secret servers [graphic]by Steve Dent | @FUBHO-August 20
1627Akamai Technologies will gain from soaring data consumption driven by online vidFUBHO-August 20
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