What Will Infinera Announce?
What could this announcement possibly be?
Well, think for a minute. Infinera essentially sells one thing -- DWDM transport systems. For about a year, it's been touting an upcoming 500Gbit/s PIC, a component that will be at the heart of a new system carrying five coherent 100Gbit/s feeds per line card.
Yes, it's a complex puzzle!
But if you want some formal speculation, here you go.
BusinessWeek, in a feature on Infinera published Tuesday, spoke to multiple sources saying the 500Gbit/s PIC is the product being announced.
And analyst Mike Genovese of MKM Partners references the 500Gbit/s PIC as well: "We expect the new platform may 'launch' next week," he writes in a note issued Friday morning. Genovese is referring to an entire system, rather than the PIC.
— Craig Matsumoto, West Coast Editor, Light Reading