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Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST
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From: Tartuffe7/25/2018 1:06:21 PM
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I think that we are clearly planning on and have done a huge amount of work to validate that our ICE technology will fit into the Coriant platforms. I am – my engineers will tell me, they are 99% sure it will fit. They are 99% sure it will bring the costs and we are work exceptionally effectively. There is a 1% risk with that as it always is.
This is going to be a much more seamless transition to ICE. The Transmode integration challenge was much more sticky and problematic, and INFN was trying to launch ICE in their own product line, not to mention integrating into another companies platforms. This sounds like they are not expecting any hiccups here- Also, the services part of Coriant is a big deal. Having your self already in the back offices of 100 new customers is going to be a slam dunk if they can execute.
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