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Message Boards Settings Infinera Corp. (INFN) - Quote Info
Re: INFN: My Take On It      8-Nov-09 12:00 pm    
I do not think the actual crisis will speed-up the adoption of 40-G and 100-G solutions. Keep in your mind that 40-G price is still 50% highet than comparable 10-G solutions. I think that the actual situation will slow down 40G. Look what has been said by Verizon during last CC. On the other hand analysts say that the move of CIENA toward the acquisition of Nortel assets is aimed at gaining 40G exposure in a short time.
Ciena had repetedly confirmed thata they do not have confidence in 40G and that they see 40G like a short lived solution as the market crosses towards 100G.


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e_babini

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  Subject Author Rating Time of Post (ET)  
 
During the March 9 bottom of our seeming financial arma...
irishred844... 4-Nov-09 02:43 pm  
 
Dude congrats I am long at a lot higher price and ...
mcvootie57 Rate it 4-Nov-09 08:30 pm  
 
irish's summary regurgitation what we've all ...
cchau882003 4-Nov-09 09:41 pm  
 
Re: INFN: My Take On It
e_babini Not rated 8-Nov-09 12:00 pm  
 
mcvootie57-> preciate it. Hope thi...
irishred844... Rate it 13-Nov-09 11:24 am  
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Infinera Corp. (INFN)

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