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

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To: FUBHO who wrote (4246)8/6/2020 3:14:39 PM
From: FUBHO  Read Replies (1) of 4267
 
Yes, so the trial response has been overwhelming. It's really fascinating to watch before we did these trials and even when we just did the first trial. There were a lot of pundits in the industry that talk about what we were doing was physically impossible that we were playing engineering games that were using special fiber and as we did the Verizon announcement, and we're very specific that it's a live network with live traffic on standard fiber, that's been in the ground for a long time.

The results were overwhelmingly positive it quite frankly, shocked the Verizon folks. And it's a small world. The ripple effect or the butterfly-wing effect of that has gone around the world. We are seeing an incredible increase in request for trials, more than we can actually, in the current environment, deal with.

But before we talk about deployments, I want to make sure everybody knows. It's our job to deliver this product this year. And that's where we have to focus our attention. I believe that the customer demand is significant. We've had customers already commit that they want to roll this out. But I don't want our company to be detracted by that. What we need to do is bring this product out with exceptionally high quality. The performance is clear.

I think there's going to be abundance of market opportunity, both because of our - and quite frankly, stand-alone performance from an optical capability. It translates directly to cost. It allows customers to build with 800-gig networks that they thought had a constraint of about 400-gig. It's a really big deal. Our job is to deliver this product. And we have a customer that has signed up for delivery in Q4. Our job is to satisfy them.
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