btw, to answer the earlier question -- yes, I'm aware Charles is on an OFC subcommittee, and I get the impression he's written more OFC papers than I'd ever have time to look up. It was a privilege to meet him.
I greatly appreciate both Craig's work and Light Reading in general. I don't know where those guys crawled out from but I'm glad you didn't let them get under your skin.
Thank you for your work.
As to the article, I agree it's fascinating to see the raw prototypes in action...would have loved to have a peek! I'm looking forward to see what your video crew puts together.
How can you quantify your statement "yet investors value Infinera (Market cap $700M+) almost as much as they do Ciena." What is almost? You are insinuating that Infinera is much preferred with a statment like that. Explain how investors value them almost as much when infinera does not have a 40g or 100g product even out yet? Just trying to make sense of your statement. My math tells me 1B plus can be double that of 700Million if not more? So that deals with the revenue aspect as you alluded. What gives you the credo to indicate that investors value the two the same for all intents and purposes. How?
Why is infinera even being mentioned in this article by individuals. Just enjoy the cutting leading edge technology and acknowledge who is ahead and proven in the game. Talking infinera is kind of like talking about a yugo while the conversation is about a ferrari? Very Bizarre. When and if infinera ever does anything besides visual ware, and when they have a 40g or 100g product that has been running for years and prove itself, that will be the time to talk smack. Now certainly is not that time. I forgot to mention infinera did not even do 40g.
Ciena and Infinera are competitors. Ciena (Market cap $1B+) has more than twice Infinera's revenues, yet investors value Infinera (Market cap $700M+) almost as much as they do Ciena. That's why I usually mention the two together. It's an interesting story and an interesting study in contrasts.
re: "Why is infinera even being mentioned in this article by individuals."
My statement was pretty simple. The two companies are close enough to one another in market cap that you can say that investors barely favor Ciena's shares over Infinera's.
That's not my opinion, that's the market's. So I'm asking: What is it that investors see in Infinera that you don't?
I appreciated the description of Dr, Charles Laperle. It tells me that Ciena people are lean, mean and experienced. Although, personally, having seen Dr. Laperle at recent OFC talks, he could maybe cut-back on some of the burgers and try out Just for Men -- just for a change.
Does the commenter suppose it's more insulting if he adds "inner city" to the description? I wonder why he thinks that?