Comments on: Infinera Extends Lead for 10 Gbps DWDM Shipments for Q206 http://www.wdmblog.com/infinera-extends-lead-for-10-gbps-dwdm-shipments-for-q206/ The technology and business of wavelength division multiplexing telecommunications. Tue, 06 Jan 2009 23:21:30 +0000 http://wordpress.org/?v=1.5.2 Comment on Infinera Extends Lead for 10 Gbps DWDM Shipments for Q206 by: Ben Bacque http://www.wdmblog.com/infinera-extends-lead-for-10-gbps-dwdm-shipments-for-q206/#comment-2193 Mon, 30 Oct 2006 23:27:14 +0000 http://www.wdmblog.com/infinera-extends-lead-for-10-gbps-dwdm-shipments-for-q206/#comment-2193 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? 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?

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