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5G Transport - A 2023 Heavy Reading Survey
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Coherent Optics at 100G, 400G, and Beyond
Open RAN Platforms and Architectures Operator Survey
Cloud Native 5G Core Operator Survey
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5G Network Slicing Operator Survey
Open, Automated & Programmable Transport
The Journey to Cloud Native
- there have been significant doubts in carrier and equipment industry about Infinera's ability to bring yields on their ICs up high enough to generate long term positive profit margin. This issue needs to be addressed in a clear manner by the company
- Infinera has good customers in XO, Level 3 and others, but they have yet to say what their target market is. Is it the Tier-2 market or Tier-1 carrier market?
- If it is Tier-2 carrier market can they have enough volumes on their PICs to achieve profitability? Do they have enough pricing power or are they selling on the cheap to gain market share?
- Their DTN architecture seems well suited for smaller carriers and/or business carriers where the focus is on reducing add/drop costs. What about larger carriers where traffic has to pass through multiple nodes and where numerous carriers studies have clearly demonstrated that all-optical is the lower capex solution?
- Some people say that they are a small company with big company expenses. What is the accurate picture here?
Finally, what price they ask for per share and requested valuation could determine if they turn out to be the next Vonage or not?
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