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whyiswhy 12/5/2012 | 3:59:48 AM
re: Infinera Numerates Its Numbers If OEO is the great replacement for EDFA, how come Infinera has an EDFA on their website?


Me thinks OEO needs a massive pump to make it amplify dollars.


fiber_r_us 12/5/2012 | 3:59:46 AM
re: Infinera Numerates Its Numbers >Who cares if they fudge sales numbers? If they
>are shipping gear anywhere close to this that's great news.

Only great news if they are not shipping dollars with the gear. $100M in sales, but no margins, is not a good business.
bear 12/5/2012 | 3:59:46 AM
re: Infinera Numerates Its Numbers Who cares if they fudge sales numbers? If they are shipping gear anywhere close to this that's great news.
oemarket_com 12/5/2012 | 3:59:45 AM
re: Infinera Numerates Its Numbers If they can really package all OEO into low-cost "integrated circuits", OEO could be a better solution than EDFA + dispersion compensation unit.

However, most OEO devices are for only one channel. In DWDM links if a large number of wavelengths are fed into the single fiber, EDFA provides a much simpler solution, because OEO requires Mux and DeMux, which induce high optical loss, and a large number of OEO devices required, while EDFA has naturally wide spectrum and only one EDFA is needed.

Honestly 12/5/2012 | 3:59:45 AM
re: Infinera Numerates Its Numbers If you care about reality read this article. It claims that a start-up is first to offer 10GigEthernet programable PCIX NICS for Data Center, and HPC applications. Myricom, www.myri.com announced this technology in June of 2005 and has been shipping, and wining deals since. Mary Jander get with the program, you live in outerspace.
These numbers will knock you out, take a look. http://www.myri.com/opteron/
Soliton6 12/5/2012 | 3:59:44 AM
re: Infinera Numerates Its Numbers Even though I may think that PIC is the way of the future and can reduce cost. I have to say that I would not want my network to be the place where PICs are field tested.
To get to the issue, I object to the touting that Infinera is the leader in 10G deployments. Because the Infinera PIC based system regens every wave at each site they count each regened wave as a deployed 10G, where as other companies would by pass that site or multiple sites using OAS. So what the typical Transport vender would call one 10G wave Infinera would call 240 x 10G because Infinera would regen that wave in 4 intermediate sites. So you think OK they call that that 5 x 10G, wrong it doesn't stop there. Because that 10G is Bi-Directional they count both directions, that makes the count 10 x 10G waves. But believe it or not it doesn't stop there, Even though only one 10G wave is active because they sell their PIC as a 10 pack, 10 x 10G per PIC, they count all Ten 10G as active, I guess HW doesn't have to be in use to be called deployed. So the 10 x 10G pic per site so now the 10G wave count jumps to 120 x 10G. But it doesn't stop there, they have redundant 10 pac PICs, so now the count is about 240 x 10G for this link where I counted 1 Amplified 10G. Come on guys, how can you let Infinera count their numbers that way. And then say they are the leaders in 10G. I know for a fact that I sold when I worked for Lucent I sold thousands of Submarine system 10Gs to the Submarine carriers connecting all the continents.

I just ask that Infinera come clean on how they count their 10Gs deployed and show the math. Be honest with the market. Because the PIC is not a field proven product, I'm talking years deployed not miutes based on the over blown 10G numbers, no need to rush to put this stuff out only to see failures that only arise after being deloyed for a year or 2.
This is how my insider source says they count their 10Gs.

Decide for yourself.
voipexpat 12/5/2012 | 3:59:39 AM
re: Infinera Numerates Its Numbers You are right on the money.

They also need to create a profit to survive on their own, or to attract a buyer.

In 1999, startups could sell themselves on hype and "potential". In 2006, a sustainable, profitable business model needs to be demonstrated.
whyiswhy 12/5/2012 | 3:59:37 AM
re: Infinera Numerates Its Numbers Q: Can it be true that NT is in second place?
A: No, unless you adopt "stupid math".

The original vision of this place was to make integrated OEO modules so cheap and efficient they would replace EDFAs.

Problems are, 1) they are not cheap and 2) they are not efficient.

Problem #1 is solved by selling them far below actual cost.

Problem #2 is solved with "stupid math".

Bottom line: OEO requires massive marketing pump to amplify dollars invested by gullible VCs.

ninjaturtle 12/5/2012 | 3:59:36 AM
re: Infinera Numerates Its Numbers Having worked at Lightera in 1998 and acquired by Ciena in March of 1999 (BTW GǪthanks Ciena) I saw first hand what an impact disruptive technology could do. Joining the Infinera team in 2001 the disruptive technology that is the PIC will make the Core Director's impact pale in comparison. There seems to be many non-believers trying to denounce what Infinera has successfully accomplished. You have no idea what they are proclaiming. The company if anything is sometimes extremely conservative to a fault. It is well managed and has maintain Senior Staff personal (Director and above) for four plus years. Not many start-ups can make that claim. They possess some of the brightest optical and semiconductor minds in the world in addition to an extremely well informed system engineering staff. Unless you are in a position to know the inside details your disbelief in Infinera is very much anticipated. Since day one, no one ever thought this would take off including many insiders. The mere fact that this was un-chartered territory provided constant doubt early on if this was even commercially possible. Large companies i.e. Bell Labs tried to do this over a 5 year development cycle and could not even get it out of their lab.

Infinera has simply successfully invented the flying car. You can imagine the disbelief when someone years ago said we have a machine that can fly. Those doubters were wrong and anyone that doubts the long term success of Infinera will not only be wrong but frustrated they did not invent this technology. At the end of the day, just so many bright people can collectively collaborate to invent the next BIG THING in technology. Infinera just was at the right place at the right time to build a technical team second to none. Jagdeep, Drew, Dave, Fred, Tom, and the entire team are about as good as you can get and to think they all arrive at the same building everyday is sheer magic/fate.

GO INFINERA!!!!!!!!!!!!!!!!!!!!!!!!!
whyiswhy 12/5/2012 | 3:59:35 AM
re: Infinera Numerates Its Numbers The worlds most intelligent and experienced engineers working on the most visionary products under the most competent management with unlimited funds and time has more than once resulted in massive piles of useless garbage, and empty bank accounts.

The valley is both populated and carpeted with their remains.

The only thing that counts is the benefit the product has to the customers bottom line.

And for what it is worth, I agree their product is the equivalent of a flying car.

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