What Will Infinera Announce?

A splashy ad on the Infinera Corp. (Nasdaq: INFN) website touts a big-deal announcement coming on Thursday, Sept. 15. "Discover what the network will be," it reads.

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

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