How Infinera Could Get a Shot at Verizon
CenturyLink Inc. did, indeed, turn out to be the North American customer Infinera Corp. was boasting about, but the company still has a shot at Verizon Communications Inc. and might nudge out Alcatel-Lucent to do it, according to one analyst.
It's no secret Verizon is at least intrigued, considering Stuart Elby, Verizon's vice president of network architecture, spoke at the launch of Infinera's DTN-X. The catch is that Verizon already has a long-haul WDM supplier in Ciena Corp..
Eventually, Verizon will need to pick a second source for 100Gbit/s optical transport, and it's likely to come down to AlcaLu and Infinera, writes analyst George Notter of Jefferies & Company Inc.
"Alcatel-Lucent -- given their history with Verizon -- should have the clear inside track. Nonetheless, Alcatel-Lucent’s balance sheet -- combined with Infinera’s technology -- could give [Infinera] an advantage," he writes.
Notter believes Infinera's win with CenturyLink involves interconnecting the data centers acquired with Savvis. The DTN-X has picked up a few more customers as well, with the total now at 20, as Infinera told analysts Thursday.
For more
- Infinera Officially Lands CenturyLink
- Infinera CEO Shows He's a Believer
- Infinera Has Tier 1 News (Soon)
— Craig Matsumoto, Managing Editor, Light Reading
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