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Technology Stocks : Infinera
INFN 5.960+2.1%3:59 PM EDT

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To: FUBHO who wrote (4236)7/20/2020 11:34:50 AM
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FUBHO

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ICE6 appears to have a very large reach advantage over competing 800G solutions from CIEN or Huawei and Nokia didn't bother to register for the race. If this isn't just the product of clever marketing and creative trial design (as some folks at Nokia have suggested), INFN is going to win more than their fair share of 800G LH links....just as they did in 2012-2015 with the DTN-x. If this gets them VZ, it likely gets them acquired IMO (CSCO or ERIC).

not sure if this has already been posted, but it's worth a re-read. basically a direct response to the blog Nokia put out:

infinera.com
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