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Infinera's New Euro Scalp

Ray Le Maistre
3/5/2012
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7:15 AM -- Infinera Corp. (Nasdaq: INFN) has a new European customer for its high-capacity DTN-X platform that could give it a back-door entry into global mobile giant Vodafone Group plc (NYSE: VOD). (See Infinera Unleashes Coherent 100G.)

Cable & Wireless Worldwide plc (London: CW), which operates an international network that reaches 150 countries worldwide, is to deploy Infinera's platform on its portion of the Europe Persia Express Gateway (EPEG) network.

The EPEG network will run for 10,000 kilometers from Frankfurt in Germany to Oman (mostly terrestrial, with only 246km running undersea), with Cable & Wireless Worldwide (C&WW) responsible for building the part that runs from Frankfurt to the Ukraine/Russia border.

The network is due to go live in May 2012, by which time C&WW's corporate fate might be a bit clearer. That's because the operator is currently being assessed for potential acquisition by Tata Communications Ltd. and Vodafone, two accounts not currently in the Infinera customer portfolio. (See Euronews: Tata Considers C&WW Bid and Euronews: Vodafone Eyes M&A Opportunity.)

It's possible, then, that the EPEG deployment could prove to be much more than just a new European engagement for Infinera: If either of the current suitors swallows C&WW then the new contract could result in enhanced opportunities with an even bigger hitter in the international communications sector.

So keep an eye out for what happens with C&WW in the coming weeks...

Even without any M&A-aided follow-on opportunities, the new deal gives Infinera a new DTN-X customer to talk about. Also worth noting for Infinera watchers is that two other European operators, Telia Carrier and existing European customer Interoute Communications Ltd. , have also put the DTN-X platform through its paces. (See TeliaSonera, Infinera Trial 500Gbit/s Super-Channels and Interoute Checks Out Infinera's DTN-X.)

— Ray Le Maistre, International Managing Editor, Light Reading

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tojofay
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tojofay,
User Rank: Light Sabre
12/5/2012 | 5:40:43 PM
re: Infinera's New Euro Scalp




<div style="color: #333333; font-family: tahoma, arial, geneva, helvetica; font-size: 14px; line-height: 19px; text-align: -webkit-left; background-color: #f3f6f9; float: left; width: 392px;">
<div style="float: left; width: 70px; border-image: initial; margin-top: 2px; border: 1px solid #e6e6e6;"><img alt="laytonhasnochance" border="0" height="70" src="http://img.lightreading.com/aboutus/new/default_LR3.gif" style="border-style: initial; border-color: initial;" width="70"></div>
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<div>Re: Tested all 500G</div>
<div style="margin-top: 3px;">laytonhasnochance</div>
<div style="float: left;">User Ranking</div>
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<div>MONDAY AUGUST 1, 2011 1:39:14 PM</div>
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So are we going to be hearing about infinera adfiniteum until next july?&nbsp; If you listened to all the hype, including this site, they are the cats meow. Claims made here and I assume on their site that they are running Five 100G channels simultaneously resulting in 500G would be a world first would it not. They also claim their 100g solution is light years ahead of everything based on PIC, even though they make no claims how long systems have been running error free and what they are driving? Do alcatel, ciena or the asian companies have anything close to this? If all the hype is to believed it would be nothing short of a major disappointment, and therefore a major revenue adjustment if Infinera fails to live up to the promises. At this point it looks like they are claiming their solution is head and shoulders above any other solution, with much better QOS, cheaper, and therefore a much better investment. That is bold talk for a product still in the test stage if that, and not even ready for a year from now. Somebodys not being honest or infinera are the best thing since sliced bread? If they live up to their expectations they are basically stating they will put alcatel and ciena out of business immediately. Is this for real? Who knows the real story?

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ninjaturtle
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ninjaturtle,
User Rank: Light Sabre
12/5/2012 | 5:40:40 PM
re: Infinera's New Euro Scalp


Simply the real story. Why do you doubt and why?

tojofay
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tojofay,
User Rank: Light Sabre
12/5/2012 | 5:40:39 PM
re: Infinera's New Euro Scalp


Yes agree the real story, I'm a believer.

ninjaturtle
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ninjaturtle,
User Rank: Light Sabre
12/5/2012 | 5:40:38 PM
re: Infinera's New Euro Scalp


Late to the 100G game. Are you joking. Carriers are just starting to look at 100G. Plus the C&amp;W deal deploys and goes live in May 2012. If you got a bone to axe with INFN that's fine. But don't be stupid.&nbsp;

laytonhasnochance
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laytonhasnochance,
User Rank: Light Beer
12/5/2012 | 5:40:38 PM
re: Infinera's New Euro Scalp
<div class="msg-body inner undoreset">
<div id="yiv29199913">
<div>
<div style="color: #000000; background-color: #ffffff; font-family: times new roman,new york,times,serif; font-size: 12pt;">
<div>Let's not get too excited Sylvester. You definitely ain't caught the tweety bird yet. My questions from last summer still are open ended. So they have had some trials. Big deal. Going live may 2012? That usually means add six months to that. The new Inf 100g solution has proven nothing yet. Nothing. If it upstages or starts taking market share from the top three then perhaps you will have something to crow about. That is not to<var id="yiv29199913yui-ie-cursor"></var> mention how the product</div>
<div>stands up over time and real application. I am sure there are plenty of bugs to find and fix. That's one big disadvantage coming to market late. If it all works out as you seem to think i will be the first to congratulate. We'll see.</div>
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&nbsp;

ninjaturtle
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ninjaturtle,
User Rank: Light Sabre
12/5/2012 | 5:40:37 PM
re: Infinera's New Euro Scalp


Well, the fact that INFN won a 100G deal from C&amp;W, typically a CIEN customer shows that INFN 100G 500 SC is the real deal. Verizon will deploy INFN in 2013. You heard here first. INFN is in the 100G + game big time and without question has the best technology in the transport space. You can believe what you want but talk to carriers that have INFN. They say the same. Deployments are as easy as setting up an iMAC.

laytonhasnochance
50%
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laytonhasnochance,
User Rank: Light Beer
12/5/2012 | 5:40:37 PM
re: Infinera's New Euro Scalp


Wrong Again. Many carriers, especially the important ones have been using 100g in live networks for over a year. Live Traffic. Where ya been?

ninjaturtle
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50%
ninjaturtle,
User Rank: Light Sabre
12/5/2012 | 5:40:37 PM
re: Infinera's New Euro Scalp


Verizon Plans 100G deployment in 2013. INFN is late to the game. READ AND INFORMED.

laytonhasnochance
50%
50%
laytonhasnochance,
User Rank: Light Beer
12/5/2012 | 5:40:24 PM
re: Infinera's New Euro Scalp


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.&nbsp; Prove your statement. Back it up. Verizon already deploys alu or ciena 100g and has been for a year.&nbsp; 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.&nbsp; 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.


&nbsp;

ninjaturtle
50%
50%
ninjaturtle,
User Rank: Light Sabre
12/5/2012 | 5:40:23 PM
re: Infinera's New Euro Scalp


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

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