SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tartuffe who wrote (3590)5/18/2018 10:07:44 AM
From: Tartuffe1 Recommendation

Recommended By
SkyBot

   of 4443
 
Hearing this out of the carriers mouth carries a lot more weight than all the articles I read about this trend toward edge computing. After watching all the growth of hyper scale and the proliferation of larger and larger centralized data centers, I was beginning to think it all might be illusory. The timing is always about 3 to 5 years later than everyone thinks. The moves she talks about are real though, and it might be an "if we build it they will come" scenario. All that edge computing and data processing needs a robust low-latency network on the edge where "slice ability" and latency take precedence over distance and capacity. You will still need the processing power of the centralized data center, but the next horizon is 5G and the growth of the the more peer to peer - mesh- grid - edge computing of the smaller capacity but more prolific end nodes where the data is collected and processed on a smaller scale and "routed" over the network with an SDN open source white box automated fiber optical network. The sliceable ice 4 pic is still a router and switch, but since is flexible and configured with software it is a very different animal than legacy switches and routers- I am probably reading too much into the fact that she used the word "sliceable" in this presentation, but it might be a public signal, and all the info about what ATT is doing is certainly a validation of the ways INFN is positioned for the future. I hate being early because you can lose heart at the just the wrong time. I do think that the carriers are going to increase in value the way that google, MSFT, AWS, etc. did during the centralized hyper scale cloud /data center growth curve. But it all comes back to timing. How long it will take ATT to capitalize on their network build out will depend on how fast the applications are developed that give it value and deliver a return. When Capex goes up and earning don't immediately follow, the stock will take a hit because all that potential and strategic investment will have no value to those that are fixated on the immediate numbers-
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News