Infinera is definitely not selling to AT&T or Verizon yet. That's "Tier 1" in the Gelblum comment (which I found hilarous, by the way, and that's why it's the lead.)
"Tier 1" in Fallon's statements refers to cable MSOs and European service providers.
You're running into a problem with the vernacular -- analysts persistently ask Infinera about AT&T and Verizon and use "Tier 1" as shorthand for that. Meanwhile, Infinera has picked up some cable and Euro wins that would definitely count as Tier 1 in a wider sense.
Infinera has picked up quite a bit of business from the broadband stimulus program, most of which went to Tier 2 & 3 carriers. Perhaps that is what made the difference in terms of Infinera's performance.
"I am also happy to report that one of our Tier 1 customers is one of our top 5 for the second consecutive quarter."
" On the trial front, we have scheduled 4 DTN-X lab trials in our current quarter. All 4 of these trials are with Tier 1 carriers,"
Thomas Fallon