Infinera created a banner for an as-of-yet-to-be created web page on their site - meaning a banner has been made, but there is no web page that uses it.
It is currently the only update made to their site in the last 24 hours.
The banner suggests there is an “Infinite Capacity Engine” to be talked about or promoted that will be “Taking Optical Transport to the Next Level”
Here is the link to the attachment page:
https://www.infinera.com/?attachment_id=7675
with the full size here:
https://www.infinera.com/wp-content/uploads/2016/03/Optical_…
Searching the internet for “Introducing Infinera Capacity Engine” yields no direct hits or anything that talks about this capability. At least not yet.
Stay tuned?
Best,
–Kevin
7 Likes
The title of the webpage includes “optical engine” banner. I suspect it is this –
http://www.fibre-systems.com/news/story/infinera-claims-indu…
It is a component of its Advanced Coherent Toolkit, which according to the article –
Several new technologies have been grouped into what Infinera calls the ‘Advanced Coherent Toolkit’ (ACT), which will be offered commercially sometime later in the year
Vicki
Fool One Guide
long INFN
2 Likes
Vickie, very nice.
At the end of that article was the following tease:
This is a primarily a technology announcement, however, with Infinera remaining coy about product release dates. “It’s very close to productisation – stay tuned,” said Mahajan.
Perhaps by getting that banner ready Infinera is close to a product announcement. The announcement may even coincide with the upcoming OFC conference next week.
http://www.ofcconference.org/en-us/home/
On a recent analyst call Tom Fallon gave out a confession. The question/observation was that the gap between them and the competition may be narrowing. He said that gap has not narrowed but has actually widened, and shame on him for not communicating just how far they were in front of the competition - a point said he would rectify at the OFC conference.
Looking forward to seeing what may unfold.
Best,
–Kevin
4 Likes
Just for reference, below was where I heard the info from the MS investor’s conference. After registering, fast forward to 19:30:
https://cc.talkpoint.com/morg007/022916a_ae/?entity=94_OUCYI…
Morgan Stanley analyst: When do you expect your 16QAM to be announced?
Tom: We’ve made one announcement - a vague announcement - around our optical portfolio. You’ll see us make more, less vague announcements at OFC.
We try not to talk too much about what we’re going to go do. I’ve had a couple of shareholders challenge me “Tom the world believes your leadership in this core technology (the PIC), that the gap has lessened.”
Shame on us, shame on me. We’ve kept quiet for too long.
Our gap has not shrunk, it has actually expanded. But nobody would know that because we haven’t talked about it. At OFC we’re going to fix that.
Best,
–Kevin
4 Likes
Infinera created a banner for an as-of-yet-to-be created web page on their site - meaning a banner has been made, but there is no web page that uses it.
Interesting detective work, Kevin. Thanks
Saul
