A comment (posted by W.R. Koss, former VP of Business Alliances at Ciena)  that reads more like an article following a post at Nyquist Capital gives a somewhat contrarian view of Infinera’s success. I believe that Mr. Koss’s primary point is that Infinera’s success is largely due to its venture capital backers and sales and marketing force rather than breakthrough technology. Also, Mr. Koss lays out reasons that Infinera will more likely be acquired by a larger equipment vendor than go IPO.