We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Infinera
INFN 5.960+2.1%3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: FUBHO who wrote (4245)8/6/2020 3:12:33 PM
From: FUBHO  Read Replies (1) of 4267
Yes, I think interestingly enough, we watched the Huawei kind of geopolitical pressures for a period of time right now. And there was always a question whether it was real or part of a larger political game. And I'm completely changed my opinion that it's very real, and people are - customers are under the absolute necessity of evaluating and making change. We've seen the first part of that.

We saw some in Q2, small amount of revenue, but the decision that went our way. We also saw another small one in Q3, and it's really not the beginning of the process, and we're replacing Huawei, we're in a competitive bid it's us or Huawei, and now it's falling to us. We've also seen our first RFQ for a very, very large opportunity, where it is specifically around displacement of Huawei network.

I think those large opportunities will take while to transpire. So my guess is, in the short-term, when you're in a bake-off and Huawei is participating, they're really not participating. They might still be used to drive down price, but they're not really participating. In the medium term, I think there's going to be significant opportunity for true replacement of Huawei networks. This is not being viewed as a game.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext