Keep in mind that INFN already has work underway on their 100G product, both in Sunnyvale and at the new development center in Ottawa where they're doing the signal processing work that will be needed for 100G. The following is from the transcript of the earnings conference call last month:

We’ve significantly strengthened our technology resources with the addition of an experienced engineering team at our new development center in Ottawa. This team has deep expertise in signal processing and complex modulation schemes, important building blocks for the next generation of optical transport. The signal processing for our 10x40 gig PICs have been developed by our Sunnyvale team so the Ottawa group will be focused on generations beyond this.