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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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To: FJB who wrote (3952)	2/22/2019 3:36:51 AM
From: FJB	Read Replies (1) of 4443

In 2018 driven by our new XT-3600 and DTN-X upgrade, we added 39 new ICE4 customers with 12 being adding Q4. ICE4 continues to set the benchmark for spectral efficiency and is leading our resurgence in the subsea market. In Q4 we awarded our first consortium opportunity and we also achieved our first Marea cable win with a major ICP. The group platform continues to be well received by the market and now out from the under the cloud of private equity ownership branding into a number of significant opportunities. In 2018, 23 new customer selected the group and platform revenue grew by 90% year-over-year. On the ICP front, we've been invited to several new opportunities for the combined portfolio in particular with the group, but also with ICE4 for subsea. A pipeline of opportunities is exceptional with significant decisions that will be made over the next couple of quarters. On the network scalability side are 600 Gig solution will enter the market by the end of this quarter. At OFC will be sharing some of the industry-leading results we are seeing in customer networks.

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