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Technology Stocks : Infinera
INFN 6.195+3.9%Sep 29 3:59 PM EDT

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To: FUBHO who wrote (4247)8/6/2020 3:17:35 PM
From: FUBHO  Read Replies (1) of 4267
 
I think the economic results from these trials, I think we're pretty profound. So I think what we saw is that by being able to carry traffic three times to four times in the network, that when we look at kind of competing technologies.

There's a huge ability to reach metro areas that couldn't have been reached before as people contemplated 800-gig, and that resulted again in what Tom talked about as a four times for each advantage at 800-gig and the 25% reduction in overall cost to the service provider, that's 800-gig and a significant cost from generation-to-generation.

So again, to Tom's point, as we go to ramp that product, this isn't our first vertically-integrated product as a company. First, rolling out on that compact modular platform and getting out into the network. We get certifications, we go through trials. We go through initial implementations and then it scales.

And I think we've been relatively consistent that we've talked about that scaling really as we get into the back half of the year, contributing significantly to a step function increase in margins in the second half of next year, step function increase in margins.
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