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Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST
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From: FJB5/4/2018 11:20:49 PM
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ACIA CC:

..Our AC1200 product family is being designed in by multiple Tier 1 NEMs who are driving increasing engagement at hyper-scale customers and other cloud and content providers. 4 of the top 5 hyper-scale customers have expressed a strong interest in our AC1200 product family. We anticipate revenue from AC1200 engagements to begin ramping during the second half of 2018 and we believe that these engagements will provide a meaningful contribution to revenue in 2019 and beyond. We also believe that we will be well positioned in 2019 and beyond to further diversify our revenue base with our 400ZR module which is targeted at the edge DCI market. Analyst projections for this high growth segment show annual demand for 400ZR modules of more than 100,000 units by 2022. We believe these DCI opportunities support our prioritization of this market as a key strategic initiative.

The metro market is still in the early phase of 100G and 200G buildouts. Industry analyst [indiscernible] forecasts a compound annual growth rate of 42% for metro network 100G port equivalents from 2017 to 2022. We hear from our NEM customers that the metro markets in Europe, North America and Asia outside of China, are continuing to grow. As an example, in countries like India, network operators are investing in metro and long-haul network buildouts. We are focusing on helping our NEM customers win new metro projects at traditional telecom carriers based on our compact, high performance and low power coherent interconnects. ...

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