I think this article was already posted by byronangel...seems timely to repeat it now with the Nortel auction coming to a close, soon:

snip
>>> Nortel and Infinera have taken roads less traveled in search of technology differentiation for long-haul at 40G and 100G. Nortel has raised its visibility in the long-haul market considerably in recent months as a result. Infinera will have opportunity to do so as it achieves native 40G, particularly if it can demonstrate proof points that native 100G development will be on a more aggressive road map timeline. <<<


http://www.xchangemag.com/articles/optic...