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PO 12/5/2012 | 1:51:47 AM
re: Infinera Declares WDM War [#6,particle_man]:Doing regeneration at each node does radically simplify network design. It also allows you to optimize transponder costs which is a big deal. With Moore's law marching on, OEO continues to get cheaper. In the long run this is a good idea, however in the long run we'll all be dead.

Maybe I won't run so far, then. :)

I disagree. Regeneration may in theory make life a bit simpler for a network planner, but you know the difference between theory and practice? In theory there is no difference.

Regeneration at each node increases operating costs and slows deployment: each node must now be bit-rate aware for new services, even if we're only talking about 2R. That means having to deal with timing issues across the network and among the channels.

And the processing requirements and networking implications only get more complex if we start talking 3R.

The cost of the piece-parts doesn't even begin to enter the question.
opticalfuneral 12/5/2012 | 1:51:47 AM
re: Infinera Declares WDM War Infinera smells a lot like Innovance and Ceyba. No matter how good your contraption is the WDM market is just the wrong place to spend your R&D dollars.
Sisyphus 12/5/2012 | 1:51:46 AM
re: Infinera Declares WDM War > .. Infinera smells a lot like ..

Persistence eventually pays off. To a certain degree, part of the gamble these days is that a lot of the stuff that was doomed for 3 years now -with things hopefully tuning around some- now stands a fighting chance. And Infinera has recruited some of the very best minds from the optical bubble (those that aren't retired, that is), and I trust them to know the market and requirements very well.

Anything optical to me still sounds like the Beanie Baby bubble [didn't the 2 coincide? an unexplained phenomenon!], but of course the insider experts may still make $ in either...
shaggy 12/5/2012 | 1:51:44 AM
re: Infinera Declares WDM War there have been good points raised on both side, re timing, bit sensitivity, flexibility, network design, but wouldn't everyone agree it's a step in the right direction?

Miniturization/consolidation of transponder componentry should ultimately lead to lower overall systems costs, provided the reliability and feature flexibility are in place.

If this news were released 3 years ago, it would have put the market in a frenzy. Now all we want to do is bash away with our post-bubble, jaded view on new innovations.

C'mon, guys, at least give them a chance to prove themselves before dismissing them. If they can truly link OEO costs to Moore's law, this could get interesting....



dbostan 12/5/2012 | 1:51:42 AM
re: Infinera Declares WDM War From what I read and hear, this technology is real and is a BIG DEAL.
Times may not be 1999 or 2000, but a disruptive technology is a disruptive technology.
Congratulations to the team and good luck in the future.

P.S.
I have nothing to do with Infinera...
sevenbrooks 12/5/2012 | 1:51:42 AM
re: Infinera Declares WDM War
Well, its at least highly differentiated enough for people to run some numbers.

Then we will have to see where it fits in the grand scheme of market sizing. That will give us an idea of whether the idea was good enough to make a market or only good enough to be a bolt on product for an existing company or so small that its not worth maintaining.

seven
fiber_r_us 12/5/2012 | 1:51:40 AM
re: Infinera Declares WDM War What kind of optical margin and dispersion tolerance can the product deal with? Since any deployment would have to deal with existing fiber plants, it is difficult to see how a device that only integrates laser/mod/rx and optical mux/de-mux could support many of the existing fiber plants.
whyiswhy 12/5/2012 | 1:51:40 AM
re: Infinera Declares WDM War "C'mon, guys, at least give them a chance to prove themselves before dismissing them. If they can truly link OEO costs to Moore's law, this could get interesting...."

Ask yourself: how much greenfield DWDM is being installed these days? And of that, how many customers are going to be willing to risk one dime on new technology...in this market? And of those, how many are going to be willing to risk one dime on a start-up with un-proven interoperability, no qualified products and no installed base, no matter who their investors are?

And consider that with all the money dumped into them, they would have to re-pave the world twice over to pay back their preferred investors, let alone the common.

Investor prayer: Please, don't let my money fly away!!!!
Employee prayer: Please, let the investors have great pain even considering walking away!!!!

-Why
own_your_own_net 12/5/2012 | 1:51:38 AM
re: Infinera Declares WDM War While the old Nortle and Ciena LH systems are truly a pain to operate, the newer ULH DWDM systems basically run themselves. There is little operational advantage to OEO'ing everything. And I don't see a signficant cost savings as EDFAs and DCMs are really cheap these days.
ThurstonHowell3rd 12/5/2012 | 1:51:36 AM
re: Infinera Declares WDM War #11 PO wrote: "And the processing requirements and networking implications only get more complex if we start talking 3R. "

Please explain that logic. The last time I checked with 3R all my timing are resolved. With 3R I recover my S/N ration and eliminate drift (jitter).

If they can truely do a 3R cheaply then its going to put a whole bunch of you "All Optical" "Ultra Long Haul" Engineers out of work. Meaning you won't need a PHD to build and run a network.

Get the costs of operating these networks DOWN and they you'll see a turnaround...
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