Infinera's New Euro Scalp

this is getting funny. Not Dave7777 & Corvis thread funny, but funny.

>Sorry but one way INFN is better than CIEN and ALU is that it doesn't take them 6

>months to turn up a network.

Go ahead, keep drinking the INFN kool-aid… and keep loosing deals dude :)

>INFN represents the only true end-to-end innovation in optical communications in

>the last 10 years. CIEN, ALU, are still slapping together the same basic optical parts

>but with a coherent processor.  Let's see how long that business model holds up when

>the coherent processor becomes commoditized.

Perhaps. But innovation for innovation sake is bloody useless. INFN's market share does not reflect their innovation "leadership" whatsoever. The business model with DSPs coupled with traditional components is an evolutionary path that works, the market's proven it. INFN is on borrowed time.

>This means INFN's reliability is better that everyone else's by a mile.

Once again, it means squat in the real world dude. If it really meant something. INFN would be winning all deals at their asking price. Patently, they're not :)

>Clearly they are doing something right enough that their customers are willing to wait

>for the INFN 100G solution.

Not every customer needs the kind of capacity that 100G brings to the table. It's a factor of the kind of customers INFN has. Simple.

>A company like INFN has to do better…

Blah blah blah… enough motherhood statements please.

Not a single ounce of substance in your reply.  So be a status-quo stick in the mud.  Who really cares?

The proof of everything I say is in the earnings report.  Perhaps if you read it you would know that INFN revenue has grown since the downturn in 2009.  If it's just hype, the market would have figured it out by now some 2+ years later.

Yet another "late to the gate" pumper. Same person?  So tell us how Inf does not take six months to turn up a network and at the same time let us know how the other two you referenced take six months? You guys have to start putting your money where your mouth is, or best to just be quiet. You come across like politicians campaigning for Inf. Let it stand on its own merits, and since they really  have not started let them shed the diaper first before casting kudos.  Proof is in the pudding. If you really believe Inf are that much ahead they should take off like a rocket and immediately grab number one in market share. Come on Man, try to take the rose coloured glasses off.  By the way where is Inf when it comes to Market share?

Sorry but one way INFN is better than CIEN and ALU is that it doesn't take them 6 months to turn up a network.  Perhaps you missed that point while you were busy hating.

INFN represents the only true end-to-end innovation in optical communications in the last 10 years.  CIEN, ALU, are still slapping together the same basic optical parts but with a coherent processor.  Let's see how long that business model holds up when the coherent processor becomes commoditized.

You also act like INFN hasn't been around a while now.  All the 10G stuff has been shipping for years now.  It's also widely known that INFN has the lowest return rate in the industry.  This means INFN's reliability is better that everyone else's by a mile.

And while the 100G release may be behind everyone else's, how do you explain the fact that their customers have not abandoned them?  Clearly they are doing something right enough that their customers are willing to wait for the INFN 100G solution. 

A company like INFN has to do better than the CIEN, ALUs of the world or they won't survive.  Clearly INFN's existence and it's market share position pretty much point to the opposite of everything you and all the other haters are saying.

Yup. 

ninja

You were sort of called out to put up or shut up and your reply was :  "....you must be a republican......". 

Perhaps you could have said something like "I think I'll have a pizza."

Way to go! 

You my friend are delusional and must be a Republican with such a myopic mind.

Cable and Wireless is not a typical ciena customer. Inf stole or gained nothing with this deal over ciena or the other two big players.  Prove your statement. Back it up. Verizon already deploys alu or ciena 100g and has been for a year.  No way will Vz put in unproven late to the gate inf gear at the expense of these guys. No Way. The top three players can all come up with proven stats and experience in real time usage to claim they all have better technlogy than inf. You are blowing smoke.  I would suggest you lay low for awhile. You could be setting your sacred cow up for an embarrassing fall. Let your results and success over time guide and support your comments. Since you are not even at the gate yet, I would think that it would be prudent to sit back and observe like everyone else. Talk my friend is indeed cheap especially if nobody puts the talker to task.