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To: SkyBot who wrote (4242)8/5/2020 5:36:43 PM
From: FUBHO
   of 4277
 
Tom really effed the company and shareholders with his DSP decision. Cost everyone 3 years. He seems like a good guy and great clear speaker, but that was one of the worst decisions in history.

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From: FUBHO8/6/2020 12:52:47 PM
   of 4277
 
Highlights during the quarter included the first 600-gig shipments to a major ICP for long-haul applications that will run over both our own and a competitor's line system and a meaningful 600-gig win with one of Europe's leading research and education networks. While we're still in the early stages of ramping 600 gig, we more than doubled 600-gig port shipments in Q2, and we grew our 600-gig customer base to 16 as the market continues to take advantage of the lower dollars per bit provided by this currently available technology.

On the new technology front, we could not be more delighted with the proven performance of our vertically integrated ICE6 solution. In recent, real-world network trials with Verizon and Windstream, ICE6 achieved transmission distances that are three to four times that of competitive alternatives and greater than two times that of competitive solutions at 600-gig.

Our ICE6 performance advantage translates directly into lower cost per bit, lower power per bit and greater fiber capacity, the three most significant buying criteria used by network and vendor selection. The Verizon trial was conducted on live fiber plant that included a challenging fiber type, reinforcing the opportunity for ICE6 to deliver massive economic impact to metro, regional and long-haul applications.

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To: FUBHO who wrote (4244)8/6/2020 2:31:57 PM
From: FUBHO
   of 4277
 
These results have clearly evidenced the superior performance of ICE6. Our expectation is that network operators can achieve network live savings of up to 65% over currently deployed technologies and up 25% over competing 800-gig generation offerings with this technology. Having made significant progress on this front, we are already seeing our ICE6 performance influencing network operator buying decisions today.

We believe the combination of our leading optical performance, the very narrow field of 800-gig alternatives and the evolution to open and disaggregated architectures and carrier networks, positions us well to penetrate new market opportunities and gain market share with our GX platform. This opportunity is being accelerated by the growing security and supply chain concerns many of our international customers and prospects now openly expressed about the Chinese vendor, Huawei.

Lastly, we are also continuing to invest in XR optics, longer-term and game-changing pluggable optical technology that we believe will redefine how aggregation network architectures will be built. While early in the development cycle, we believe this innovative technology represents a meaningful opportunity for Infinera by enabling massive operational and economic benefits to our customers.

As we advance the technology and deepen our engagements, customers increasingly recognize how XR optics can reshape their future 5G and fiber deep network architecture to yield significant capital and operating cost improvements.

Collectively, ICE6, GX and XR optics positions our company to intercept the most significant market trends in the optical networking space.
Differentiated by the performance advantage created by our unique capabilities in vertical integration, we intend to lead the industry through the market transition to the next-generation of high-speed optics, compact modular platforms and networked pluggables. And we aim to deliver unprecedented customer value, while creating a path to step function improvement in the gross margins of our business.

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To: FUBHO who wrote (4245)8/6/2020 3:12:33 PM
From: FUBHO
   of 4277
 
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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To: FUBHO who wrote (4246)8/6/2020 3:14:39 PM
From: FUBHO
   of 4277
 
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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To: FUBHO who wrote (4247)8/6/2020 3:17:35 PM
From: FUBHO
   of 4277
 
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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To: FUBHO who wrote (4248)8/6/2020 3:25:10 PM
From: FUBHO
   of 4277
 
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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To: FUBHO who wrote (4249)8/6/2020 3:27:53 PM
From: FUBHO
   of 4277
 
AND THEN THERE WERE TWO...

Yes, I think the good news when we compare to prior generations is when you look at 100-gig or 200-gig, and you had anywhere from 12 players down to eight players. Now we believe that the lowest cost per bit and performance, we feel good about what we've seen in live networks, not hero experiments. There aren’t eight in the field. There aren't 12 in the field. Right now, we see visibly two in the field.

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From: FUBHO8/7/2020 4:51:07 AM
   of 4277
 
infinera.com

Inside the Verizon 800G Field Trial - www.infinera.com


By Mark Snyder

Director, Systems Engineering

As Infinera’s lead System Engineer on the Verizon account, I have been called on over the years to model coherent DWDM performance on a wide range of optical fiber types and networking situations. The fact is that fiber is an asset that remains in the ground for years and even decades, while the coherent optical transmission technology that rides on this fiber evolves much more rapidly, with two- to three-year technology transition cycles. While optical fiber like G.655 large effective area fiber (LEAF) was not designed with coherent transmission in mind, it exists in some portions of service provider networks, including Verizon’s. My team and I sought to take on this LEAF fiber challenge and put our 800G next-generation coherent optical engine, ICE6, to the test as part of our ongoing collaboration with Verizon.

Changing the Game

For the past three generations of coherent technology, at 400, 600, and 800 Gb/s data rates, the conventional wisdom has been that optical reach at the maximum data rate was limited to 100 to 200 kilometers. In fact, the vast majority of first-generation 400G-capable transponders are running at 300G, 200G, or 100G rates to extend their reach.

So, when it came time to envision our fifth-generation ICE6 optical engine, Infinera’s engineers really wanted to break this convention to help our customers radically improve optical reach to maximize fiber capacity and reduce transmission costs. In addition, the team wanted to be able to do so in all kinds of optical environments and on all types of fiber because the world is heterogeneous. This was the backdrop when we began discussions with Verizon several months ago about an 800G field trial. Verizon engineers have been great partners over the years and identified challenging links and fibers in their network for our ICE6 engine.

After some discussion, we settled on three LEAF paths to test ICE6’s optical performance – running at 800G, 600G, and 400G rates. Our modeling tools indicated that we should be able to close these links, so we felt confident shipping equipment and beginning installations, but I’ve never done a field evaluation where I didn’t get both excited and a little nauseous all at the same time, hoping that I didn’t miss something.

Performance Matters

So, how did we do? In a matter of two days, we executed three separate tests over three different routes in the Verizon network.

  • Nashville to Atlanta, 800 Gb/s over a fiber length of 667 km
  • Atlanta to Memphis with loopback, 600 Gb/s over a fiber length of 2,283 km
  • Atlanta to Dallas with loopback, 400 Gb/s over a fiber length of 4,091 km
Due to the current pandemic, we limited Infinera on-site personnel to two of my colleagues, but I participated in live video calls each day leading up to the trial and during the trial itself. It was so gratifying to see how quickly the GX G40 node came up, and we were able to close the first link on the first day, between Atlanta and Nashville at 800G and over 667 km. We proceeded to close the Atlanta to Memphis and Atlanta to Dallas paths at 600G and 400G, respectively, in the following hours and on the second day to enable some overnight soak testing.



Why is ICE6 So Much Better?

What is it about ICE6 that makes its performance so much better than prior coherent generations or competitive alternatives?

As you can imagine, ICE6 has an array of advanced coherent features, but from my perspective working with the technology these past months, I believe ICE6’s performance advantages come from three key areas:

HIGH BAUD RATES PLUS NYQUIST SUBCARRIERS

We know we need to operate at ultra-high baud rates – close to 100 Gbaud. But high baud rates normally result in problems such as a higher residual chromatic dispersion compensation penalty. But ICE6’s Nyquist subcarriers, which frequency-divide the wavelength, mean we can mitigate those penalties.

LC-PCS

Second is our long-codeword probabilistic constellation shaping (LC-PCS) implementation. Not only is LC-PCS incredibly flexible in terms of a granular transmission rate, but it is key to getting close to the theoretical capacity limit on the fiber.

DEEP VERTICAL INTEGRATION

Maybe the most important aspect of ICE6 is that Infinera designs and builds all three of its key technology components in-house in our Optical Innovation Center: the photonic integrated circuit, the analog ASIC, and the coherent DSP. Designing and packaging them into the final module in-house means that we do not lose any of the individual components’ performance – especially at ultra-high baud rates.

At Infinera, we know that 5G and helping Verizon to maximize their existing fiber assets – no matter what type – are critical to their success. That is why this trial is so important to them and us. We are so excited to be a part of their network and this journey.

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To: inefficient who wrote (4237)8/7/2020 12:29:34 PM
From: FUBHO
   of 4277
 
I don't think the market appreciates the superiority of Infinera at this point. They are in a dominant position technology wise. They could always be late with shipping I suppose...


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