Infinera Takeaways from Jeffries Technology Conference from Yahoo poster
s21.q4cdn.com Gen 4 pic to enter TM. Not 1.2/2.4Tb, as it sounds like it's overkill, but still gen 4 pics with coherent technology.
"On the metro side of the business, we will obviously incorporate this kind of technology. Not the 1.2/2.4Tb technology but still gen 4 technology into pics and coherents that will go into the transmode portfolio as well. That will be more traditional, I would say, and require some testing cycles"
When he says more traditional, he is referring to the fact that with DTN-X and CX adoption of new pics it will be high margin. Existing customers can just take out old pic and plug in new pic on same infrastructure. With transmode, they had no pics so new boxes will need to be purchased/new product entering market.
"We don't tend to be guys that announce things very far in advance, so you can imagine the components are very far along"
See my earlier posts. This product line is obviously already in testing, as Infinera always announces products with in-production testing results to back them up.
Re new technologies to be announced at insight infinera: "You better believe we're gonna expand it across the entire portfolio and I think it will give us another technology lead across every vertical we play in."
:)
More: Pics and coherent not going to be in transmode till mid 2017
They say it's not preventing sales right now but really not till PIC is in Transmode will it improve cost structure (not paying other vendors for components or coherent) for them to really expand TM to their existing customer base that represents a massive metro network. On the bright side, existing customer base has been "pushing them to go into metro for a long period of time."
TM systems and board layouts were all designed for discrete components. They have to redesign their solutions - essentially, rebuilding TM products to incorporate PIC is not insignificant.
Expects Telia to go broader with TM metro in Europe and North America. Very good traction for TM with Cable Co's |