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

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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.
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