| | | Alex Henderson
Great. If I could follow-up. One obvious conclusion here is that you've got a lot of technology coming down the pike, but some of it is -- weighs in the future before it hits the revenues. But on the other side of the coin given XR, given DRX, given the 800-gig performance that you're getting, to what extent are you seeing customers even before those products are launched buying into your road map and giving you that extra visibility, that extra push, and extra half tier demand even before these products are launched? Thanks.
Tom Fallon
Yeah. I think a couple of things. One, we are having some very, very deep and what we call the architectural discussions with a lot of the largest carriers in the world around a number of the technologies. Clearly, the world wants to move to lower dollar per bit and higher performance optics. I think that the world is viewing us as one of two people that will do that this year. And it is allowing us to have significant discussions around both the technology, but also rollout plans rollout for data center long-haul and subsea. And that's what I would consider in the near term.
I met -- commented on the call in regard to the mobile world and new architectures that our customers are saying are mandatory. And I'm not making this up a couple of the largest people in the world are saying, we must go to a new approach, because the economics of the old approach are life-threatening. It's a perfect time for us to be taking our leadership disaggregated DRX and CNOS software that is unique in the world from a perspective of having years of field proven capability, carrier-class quality into the market.
It is an incredibly right time for that to happen in the carrier world. And I also think -- the cable guys, I don't think are as articulate in saying, it's desperate, but they also see the necessity of the architectures that break the paradigm that has been held in the industry for a very long time. |
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