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Technology Stocks : Infinera
INFN 5.840-0.5%Sep 25 4:00 PM EDT

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To: FUBHO who wrote (4248)8/6/2020 3:25:10 PM
From: FUBHO  Read Replies (1) of 4267
 
In regard to performance, reach is very, very important. It's simply, if you have a 800-kilometer link, do you want to send 800-gig down that link? Or do you want to send 600-gig down that link? Because that's the economic difference. Our 800 - our ICE6 although approximately three to four further than anybody else's. In 600-gig mode, it goes 2.5 times more than what we've seen from a deployable network spec. It allows customers to utilize fiber, which is scarce and expensive to transmit more data.

So it reach is a very, very important attribute. It translates directly to dollar per bit and watts per bit and spectral efficiency. So I think that's probably the most important thing. And then availability, obviously, we need to bring it to market and be available.
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