& cplSiteName &

Infinera Has Tier 1 News (Soon)

Craig Matsumoto
10/25/2012
50%
50%

8:30 AM -- Infinera Corp. (Nasdaq: INFN) is on the verge of announcing a U.S. Tier 1 customer for the DTN-X, one that some people have guessed is Verizon Communications Inc. (NYSE: VZ). I'm wondering if it might be CenturyLink Inc. (NYSE: CTL) instead.

We'll find out soon.

"We've been awarded a project, it's a long-haul application in a tier 1, and we do intend to announce it this year," CEO Tom Fallon said on Wednesday's earnings call with analysts.

And he does mean a U.S. tier 1. He'd mentioned a domestic win earlier, and that statement was a response to a question about it.

Infinera has hinted at this before, without disclosing the customer. Verizon has been the popular guess, mainly because the companies have hung out together so much. Stuart Elby, Verizon's vice president of network architecture and technology, was at last year's launch of the DTN-X, Infinera's next-generation optical transport system. (See Verizon Teases at Infinera Event and Is Verizon an Infinera Customer?; free registration required for that second link.)

And the companies presented a workshop together in May, at Light Reading's Packet Optical Transport Evolution conference.

But consider this: Infinera already had Qwest as a customer. (Qwest counted as a tier 1, right?) And Qwest became CenturyLink last year.

Nobody thinks the customer is AT&T Inc. (NYSE: T), which has pegged Ciena Corp. (NYSE: CIEN) and Fujitsu Network Communications Inc. as domain suppliers for optical networking. (See AT&T Officially Picks Ciena.)

Infinera has set itself a Dec. 31 deadline to tell us. The company also has a Wall Street analysts' day set for Dec. 6 in New York, as executives noted on Wednesday's call, so they'll even have a venue for anything big they want to talk about.

— Craig Matsumoto, Managing Editor, Light Reading

(21)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Page 1 / 3   >   >>
Pete Baldwin
50%
50%
Pete Baldwin,
User Rank: Light Beer
12/5/2012 | 5:18:40 PM
re: Infinera Has Tier 1 News (Soon)


Analyst reports Thursday morning are saying it's probably CenturyLink -- Mike Genovese of MKM, for one.


Something else interesting: Infinera says revenue growth in 2013 should be 10-20%. Apparently, analysts were expecting more, considering the DTN-X being out and all.


10-20% is still faster than industry growth. Analysts seem to think Infinera is just being conservative.


 

joanengebretson
50%
50%
joanengebretson,
User Rank: Light Beer
12/5/2012 | 5:18:37 PM
re: Infinera Has Tier 1 News (Soon)


When I think of Infinera, I think low latency. Wonder if that's what's driving the company's strong growth and the interest from whoever the Tier 1 carrier is.

lightmonkey
50%
50%
lightmonkey,
User Rank: Light Beer
12/5/2012 | 5:18:36 PM
re: Infinera Has Tier 1 News (Soon)


You have no idea how INFN's network works.  The signal is not OEO converted at every node. 


Actually, the low latency trend has been a shift to wireless communication because it travels line of sight instead of contour of the Earth.  You get about 800us improvement in latency in Chicago to New York by going wireless. 


But I'm sure you knew that. 

^Eagle^
50%
50%
^Eagle^,
User Rank: Light Beer
12/5/2012 | 5:18:36 PM
re: Infinera Has Tier 1 News (Soon)


Regenerating everything electronically every node is not low latency.  Keeping things all optical is lower latency.  


IFN regenerates everything at each node.  retimes, reclocks, removes jitter, etc.  And of course provides the add drop functions electrically at each node.


My guess is their progress is based on cost.  


Do not see their approach being lower latency  I happen to know that the lowest latency routes for financial transactions (lowest latency demand in the market) are not powered by IFN and those links have no plans to migrate to IFN.  (think links between chicago, nyc, and investment banks).


sailboat

paolo.franzoi
50%
50%
paolo.franzoi,
User Rank: Light Beer
12/5/2012 | 5:18:35 PM
re: Infinera Has Tier 1 News (Soon)


lightmonkey,


 


Whether trolling or not, you challenged sailboat's knowledge...so posting a bit of credentials seems appropriate.  He has been here a LONG time and has a pretty good reputation here.  


 


seven


 

lightmonkey
50%
50%
lightmonkey,
User Rank: Light Beer
12/5/2012 | 5:18:35 PM
re: Infinera Has Tier 1 News (Soon)


You've posted many, many incorrect assertions about the INFN system over the years.  I think it's highly unlikely that you know anything about the INFN system at all.


I also think it's unlikely that you really know much about anything you claim to. 


Usually people who are experts do not feel the need to tell everyone that they are experts. 


What I think is that you're a troll.  You simply post up negative and factually inaccurate information any time there is a positive news story on INFN.


 


 

^Eagle^
50%
50%
^Eagle^,
User Rank: Light Beer
12/5/2012 | 5:18:35 PM
re: Infinera Has Tier 1 News (Soon)


Actually, quite well versed in how the IFN system works. 


And fully aware of the latency of wireless vs other transmission methods.  including terrestrial microwave based wireless.  Deeply involved with long experience in wireless, fiber, and low latency.


sailboat

^Eagle^
50%
50%
^Eagle^,
User Rank: Light Beer
12/5/2012 | 5:18:34 PM
re: Infinera Has Tier 1 News (Soon)


Didn't your mother ever teach you about calling people names?  sheesh.


you know, there is one other thing... what "you think" does not define what is factual and accurate.


While you may disaggree with my comments, I have never posted any inaccurate information.


Note: I do not dislike IFN.  I have stated that many times.  I just don't believe they are the GIANT EARTH SHATTERING GODZILLA of networking.  Yes, some interesting and important advances, but so far, nothing that has fundamentally revolutionized the industry.    IF they had, their stock price would reflect it.


This may change in the future.  But so far, IFN has not met the lofty levels folks expect based on the hype. 


I know quite well how their system and PIC works.   Including haveing seen inside a PIC module.  


So far I have been called names.  (sticks and stones) But no one has posted any factual information that refutes any statement I have made regards technology and IFN. 


I am also an owner of IFN stock and tend to buy it on the dips.  I believe it is undervalued.  But do not believe it is undervalued by any order of magnitude nor is the valuation massively off.  Just somewhat undervalued so a chance to make a few bucks as they tick upward.


Note the only folks who have made any money off IFN are the early founders and the VCs that got to cash out on IPO or shortly there after.  anyone who had stock based on the IPO is hopelessly underwater.  Only other people who made any money were those who waited for the stock to collapse and then bought small tactical positions when things dipped and sold when they ticked up.


sailboat 

DNA-Lorrd
50%
50%
DNA-Lorrd,
User Rank: Light Beer
12/5/2012 | 5:18:33 PM
re: Infinera Has Tier 1 News (Soon)


Isn't it true that, besides the line of sight communication that is enabled by wireless, the signal also travels through air which means it travels at the speed of light in vacuum (or close to the speed of light in vacuum) whereas in glass you travel at the speed of light divided by 1.5 (the refractive index of glass)? Of course bandwidth is quite smaller.


DNA-Lorrd

furious_george
50%
50%
furious_george,
User Rank: Light Beer
12/5/2012 | 5:18:32 PM
re: Infinera Has Tier 1 News (Soon)


DNA_lorrd,


You are broadly correct on the refractive index difference between glass & air contributing to speed differences.  (in addition to path dependency, aka line of sight)


However, the loss/low bandwidth/noise contribution of many wireless channels is a tradeoff paid for that higher speed.  These figures will require that a lower data rate is deployed or more repeaters are used or a shorter path is required to insure an error free communication channel. So for a particular network, the operator will need to take these factors into account.


I do not know what is done in practice on these sorts of financial trading links, so I'll leave that piece out of my commentary.  


Sailboat,


I smiled to see you bring back OEO vs. OOO.  I feel that with the onset of Coherent into the marketplace that the debate on these architecture choices has fundamentally pushed out & been transformed.  To my mind, the OEO vs. OOO debate is now moot?  Don't you agree?  


Furious George

Page 1 / 3   >   >>
More Blogs from Valley Wonk
The network must be automated. And Light Reading must write about it.
Comcast joins Google in asking for a flexible-rate optical standard, rather than 400G or terabit, but that's easier said than done
Cisco, Juniper and other more traditional Interop speakers might get overshadowed by the forces of virtualization
The Open Networking Summit has climbed the hype curve, but the conference should cling to its roots as a techie discussion forum for software-defined networking
The coalition's chairman says all these companies plan to further the SDN cause and don't have a 'nefarious' angle
From The Founder
Kicking off BCE 2017, Light Reading founder Steve Saunders lays blame for NFV's slow ramp-up and urges telecom to return to old-fashioned standards building and interoperability.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
Women in Comms Introduction Videos
Cisco: Mentoring Critical to Attract & Retain Women

7|19|17   |   6:40   |   (1) comment


Liz Centoni, senior vice president and general manager of Cisco's Computing System Product Group, shares why mentoring in all its forms is important for women and what Cisco is doing that's made a difference for women in tech.
LRTV Custom TV
Gigabit LTE With Snapdragon 835

7|12|17   |     |   (1) comment


At an event in Wembley stadium, EE used its live network to demonstrate gigabit LTE using a Sony Xperia XZ Premium smartphone with a Qualcomm Snapdragon 835 chip.
LRTV Custom TV
Implementing Machine Intelligence With Guavus

7|12|17   |     |   (0) comments


Guavus unites big data and machine intelligence, enabling many of the the largest service providers in the world to save money and drive measureable revenue. Learn how applying Machine Intelligence substantially reduces operational costs and in many cases can eliminate subscriber impact, meaning a better subscriber experience and higher NPS.
LRTV Custom TV
Unlocking Customer Experience Insights With Machine Intelligence

7|12|17   |     |   (0) comments


When used to analyze operational data and to drive operational decisions, machine intelligence reduces the number of tasks which require human intervention. Guavus invested in Machine Intelligence early. Learn about the difference between Machine Learning and Machine Intelligence.
Women in Comms Introduction Videos
Verizon VP Talks Network, Career Planning

7|12|17   |   4:49   |   (0) comments


Heidi Hemmer, vice president of Technology, Strategy & Planning at Verizon, shares how bold bets and the future of tech define her career.
Telecom Innovators Video Showcase
Masergy's NFV Journey

7|11|17   |     |   (0) comments


Ray Watson, vice president of global technology at Masergy, discusses the advantages and challenges in entering the still-maturing NFV market for the past three years.
Telecom Innovators Video Showcase
Mavenir on RCS Cloud Platform & Multi-ID

7|10|17   |     |   (0) comments


Guillaume Le Mener, head of marketing and corporate development at Mavenir, discussed RCS and the recent launch of Multi-ID, which supports T-Mobile's DIGITS, the revolutionary new technology that breaks down the limitation of one number per phone and one phone per number.
LRTV Custom TV
ADTRAN Executive Outlines Trends in Next-Generation 10-Gigabit Cable Networks

7|10|17   |     |   (0) comments


Hossam Salib, VP of Cable and Wireless Strategy at ADTRAN, outlines key trends as MSOs begin to deploy next-generation Gigabit and 10-Gigabit cable networks. In the interview, Hossam outlines the advantages of a Fiber Deep architecture, FTTH options including EPON and RFoG, and the importance of SDN and NFV in building next-generation high-bandwidth cable networks.
LRTV Interviews
Global Capacity: Bandwidth Demand Driving Ethernet Growth

7|6|17   |   6:37   |   (0) comments


At Light Reading's Big Communications Event in Austin, Texas, Global Capacity's VP of Marketing Mary Stanhope talks about how the demand for bandwidth is changing the way service providers deliver broadband services.
LRTV Interviews
Colt's Services Chief on Digital Delivery

7|5|17   |   16:12   |   (0) comments


Rogier Bronsgeest, the chief customer experience officer (chief CEO!) at Colt, discusses the way in which the service provider interacts with its customers these days and his aggressive net promoter score (NPS) targets.
Women in Comms Introduction Videos
BT VP: Women Should Fill Security Talent Gap

7|5|17   |   6:00   |   (2) comments


By 2020 there will be six security jobs for every qualified worker, and Kate Kuehn, vice president of Security for BT in the Americas, says BT wants to encourage women to fill the shortage in jobs.
LRTV Interviews
Colt Sales Exec on Services Trends

7|4|17   |   12:59   |   (0) comments


Colt's sales director for enterprise, James Kershaw, sheds some light on the services currently in demand and how network upgrades are influencing customer demand.
Upcoming Live Events
September 28, 2017, Denver, CO
October 18, 2017, Colorado Convention Center - Denver, CO
November 1, 2017, The Royal Garden Hotel
November 1, 2017, The Montcalm Marble Arch
November 2, 2017, 8 Northumberland Avenue, London, UK
November 30, 2017, The Westin Times Square
All Upcoming Live Events
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
Mobile to Power Online Video Consumption – Zenith
Aditya Kishore, Practice Leader, Video Transformation, Telco Transformation, 7/19/2017
Can Mushroom Sprout in Crowded SD-WAN Field?
Carol Wilson, Editor-at-large, 7/18/2017
AI Will Be Ubiquitous in 2020 but Overhyped in 2017 – Gartner
Sarah Thomas, Director, Women in Comms, 7/18/2017
Facing the Facebook Video Threat
Gary Miles, Chief Marketing Officer, Amdocs, 7/17/2017
Brocade, Broadcom Merger in Doubt
Iain Morris, News Editor, 7/19/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Following a recent board meeting, the New IP Agency (NIA) has a new strategy to help accelerate the adoption of NFV capabilities, explains the Agency's Founder and Secretary, Steve Saunders.
One of the nice bits of my job (other than the teeny tiny salary, obviously) is that I get to pick and choose who I interview for this slot on the Light Reading home ...
Animals with Phones
Fuzzy Quick Fix Click Here
If you can't access it, is it really broken?
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.