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Posted on 09.06.06
Infinera extended its lead in 10 Gigabits/second (Gb/s) long-haul DWDM shipments in the second quarter of 2006 with a 29% global market share, according to data from independent analyst firm the Dell’Oro Group. Filed under: Fiber Optic Telecom Business Issues Comments: 1 Comment »RSS feed for comments on this post. TrackBack URI Leave a commentLine and paragraph breaks automatic, e-mail address never displayed, HTML allowed: |
Duh, if I might say so, but it sure is a positive way to spin the story! When a single protected client service (of any rate) on an N-node ring requires 10*2*N 10G transponders, I would *expect* Infinera to be in the lead as far as 10G transponders shipped!! (10 per module, 2 directions , N nodes, OEO on all 10 10G signals at every node, in both directions).
The more interesting stats are on 10G *in use for client traffic* and whether Infinera can satisfy the customer applications at reasonable cost and still make a profit (let alone amortize the ~300M in venture money already sunk in InP fabs etc).
Surprised this comment wasn’t already made with respect to this “news”. Perhaps the world does not understand the Infinera architecture and constraints?
Comment by Ben Bacque — October 30, 2006 @ 4:27 pm