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From: inefficient7/18/2020 12:21:38 AM
1 Recommendation   of 4269
 
Verizon said it successfully tested an 800 Gbit/s connection across 400 miles of its ultra-long-haul fiber route between Dallas and Atlanta using ICE6 equipment from Infinera.


lightreading.com

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From: FUBHO7/19/2020 8:10:38 AM
   of 4269
 
GÉANT to add 600G wavelengths to pan-European research and education network via Infinera
Stephen Hardy
www.lightwaveonline.com /network-design/high-speed-networks/article/14179509/gant-to-add-600g-wavelengths-to-paneuropean-research-and-education-network-via-infinera

Infinera (NASDAQ: INFN) says it will supply a range of optical transport systems and services to European research and education network operator GÉANT. GÉANT will use the technology to add the ability to transmit at rates as high as 600G across its pan-European network.

GÉANT will leverage Infinera’s Groove (GX) Series Compact Modular Platform, FlexILS Open Optical Line System, and professional services. In addition to the transmission rate increase, the initiative will sharpen network resource provisioning as well improve security, service reliability, and disaster recovery, according to Infinera. The upgrade is part of an EU-funded project to benefit Europe’s research and education community over the next 15 years.

“The success of the GÉANT (GN4-3N) project is essential for Europe’s research and education communities and will ensure GÉANT and our NREN partners continue to enable scientific discoveries, remote learning for millions of students, and the realization of open science,” said Erik Huizer, CEO of GÉANT. “Infinera continues to be one of our trusted technology partners and we value their expertise in deploying optical networks and providing the best solutions to meet and exceed our extremely demanding requirements.”

“We are excited to partner with GÉANT to meet some of the most stringent network requirements for high-capacity research and education networks,” added Nick Walden, senior vice president, worldwide sales at Infinera. “GÉANT provides network and collaboration services that facilitate important international cooperation between researchers and educators, and we are proud to support their efforts with cutting-edge optical technology that delivers what they need and provides peace of mind.”

GÉANT is a longstanding customer of Infinera as well as Coriant, the originator of the Groove system that Infinera purchases in 201X (see, for example, “GEANT to add SDN to packet-optical network via Infinera” and “GÉANT deploys Coriant Groove G30 in fiber backbone network”).

For related articles, visit the Network Design Topic Center.

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From: FUBHO7/20/2020 10:46:32 AM
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To: FUBHO who wrote (4235)7/20/2020 10:49:57 AM
From: FUBHO
   of 4269
 


Infinera +6.6% as Needham sees opportunity in Verizon 800G testing (NASDAQ:INFN)
Jason Aycock


seekingalpha.com




Infinera (NASDAQ: INFN) is up 6.6% as Needham says Verizon ( VZ -0.7%) is testing its 800G for an upgrade of its long-haul backbone.


Those deployments could start as soon as the second half of this year, analyst Alex Henderson notes, a move that would enable higher capacities needed by business customers, and anticipating much higher traffic coming from 5G.

A test is not a win, he notes, and the team believes Verizon incumbent Ciena ( CIEN -0.6%) will be first to deploy 800G in the next several months.

But Infinera has had a toehold at Verizon by supplying XO (acquired by Verizon), and it can "also find a perch" in the long-haul network, where reach is critical. "We think displacing the stumbling Nokia ( NOK +1%) footprint is likely as Nokia does not have a strong 600G product or a roadmap to 800G."

The Street's crowning of Ciena as a winner is a "false narrative," he writes: "It's not Ciena or Infinera - it's likely both."

A win here could "radically alter" investors' view of Infinera, Needham says.

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To: FUBHO who wrote (4236)7/20/2020 11:34:50 AM
From: inefficient
1 Recommendation   of 4269
 
ICE6 appears to have a very large reach advantage over competing 800G solutions from CIEN or Huawei and Nokia didn't bother to register for the race. If this isn't just the product of clever marketing and creative trial design (as some folks at Nokia have suggested), INFN is going to win more than their fair share of 800G LH links....just as they did in 2012-2015 with the DTN-x. If this gets them VZ, it likely gets them acquired IMO (CSCO or ERIC).

not sure if this has already been posted, but it's worth a re-read. basically a direct response to the blog Nokia put out:

infinera.com

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To: inefficient who wrote (4237)7/20/2020 11:45:32 AM
From: FUBHO
1 Recommendation   of 4269
 
Then you add in XR optics for aggregation, and they look very well positioned.

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To: inefficient who wrote (4237)8/5/2020 2:18:35 PM
From: FUBHO
   of 4269
 
A buy ahead of earnings would be a bet on 600G fill and 800G pull in/massive trials. I don't think I have the guts, based on the last few years.

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To: inefficient who wrote (4237)8/5/2020 4:50:00 PM
From: FUBHO
1 Recommendation   of 4269
 
Their presentation says record 800G trials and this is part of one slide. They are ready to crush it again. Although the guidance for next Q doesn't look great. Probably China Virus uncertainty.

s21.q4cdn.com


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From: FUBHO8/5/2020 5:24:26 PM
   of 4269
 
CEO stepping down COO Hurd taking over.

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To: FUBHO who wrote (4241)8/5/2020 5:29:16 PM
From: SkyBot
   of 4269
 
Good timing from Tom. INFN looking good again. Good Luck to Heard.

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