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DOShea
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DOShea,
User Rank: Blogger
6/30/2014 | 2:46:14 PM
Re: Big battle looming
True, Infinera and Ciena probably don't need to worry about Huawei as a threat in the US market for now, and probably won't have much luck against them in China, but they are both trying to make headway in the rest of Asia, and the rest of the world.
thebulk
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thebulk,
User Rank: Light Sabre
6/29/2014 | 2:09:17 PM
Re: Big battle looming
I wonder if Infinera will even take Huawei as a serious threat to thier market share, outside China that is. 
DOShea
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DOShea,
User Rank: Blogger
6/27/2014 | 10:37:20 AM
Re: Big battle looming
Yes, definite battle looming in the metro, and wonder if Huawei's move will lure Infinera deeper into that battle. It has not been quite as bullish on the metro market as Ciena, for example, but beyind 100G, it certainly has the PIC and the capabilities.
Ray@LR
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[email protected],
User Rank: Blogger
6/27/2014 | 9:48:07 AM
Big battle looming
IT's going to be interesting to see if Huawei makes any headway with its metro PIC products outside China -- Infinera has such a foothold, a lot of experience and a track record of delivering, as well as market momentum.

 

The metro market, though, is going to be brutal, it seems. So many cmopanies betting the house on this one...


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