More on INFN - CenturyLink & CyrusOne

Announced today, two of Infinera’s current customers are in the process of linking their data centers together.

http://www.fiercetelecom.com/press-releases/centurylink-fibe…

Info on CyrusOne’s partnership with Infinera:

https://www.infinera.com/wp-content/uploads/2015/07/pr201303…

Info on CenturyLink’s partnership with Infinera:

https://www.infinera.com/wp-content/uploads/2015/08/Analyst_…

and

http://finance.yahoo.com/news/centurylink-infinera-deliver-t…

Best,
–Kevin

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Interesting, CTL was one of those dying rural carriers that got all the old copper infrastructure from the big carriers (as did Frontier). While this still sport 7.68% dividend that screams investor disbelief, their datacenter buildout seems to have potential. Don’t know how the compare to AWS or Azure or Rackspace.

Note too that my tryout stock Dycom puts all the fiber in the ground for CenturyLink and helps install equipment, which might include INFN devices, but not sure about that part specifically.