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Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST

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JCnieuwenj
From: FJB2/25/2019 4:29:47 AM
1 Recommendation   of 4443
 
ACIA call. INFN uses Pico for all their 600G capable products.
seekingalpha.com

In another field trial, one of our NEM customers reported [ph] achieving spectral efficiency that was 43% greater than competitive solutions by operating at up to 300 gig over 10,000 kilometers submarine link.

Additionally in an edge DCI trial one of our NEM customers reported that a hyperscale network operator in China demonstrated the first flexible rate optical transmission up to 600 gig over their 100 kilometer open line system. These results demonstrate a performance advantage of AC1200 base systems, which we believe positions our NEM customers well to compete for share at hyperscale accounts in 2019.

We believe our AC1200 module is also well-suited to applications in telecom, metro core networks which typically require higher performance due to multiple ROADM nodes.

In addition to high performance, we believe the software configurable modes of the AC1200, including flexible 3D shaping reduces the total cost of ownership and improves network utilization. We believe the features of our AC1200 module positions our NEM customers well to compete for share with these telecom network operators are excited about the opportunities that we see with our multi-haul AC1200 modules based on Pico DSP.

As we said a year ago, our Pico DSP has a dual core architecture and an internal switch fabric that enables the transmission of three 400 gig Ethernet signals using both wavelengths. With its 1.2 terabyte capacity our Pico DSP offers three times the capacity of competitive products operating at 400 gig today and a 50% increase in capacity or single core competitive products operating at 800 gig.(Ciena)

Our AC1200 supports the transmission of these three 400 gig Ethernet signals in a form factor that has 40% higher density than our competitors current 5 by 7 modules and when in 400 gig mode, our AC1200 more than doubles the transmission reach as compared to competitive products currently being deployed.

Our NEM customers are telling us that they are ramping AC1200 based production bills in the first quarter of 2019 in anticipation of second quarter deployments by hyperscale and telecom network operators. For this reason, we anticipate an increase in shipments of our AC1200 module in the first quarter of 2019 over the fourth quarter of 2018, as we ramp production to meet our customers expected demand for this product.
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