Infinera Message Board - Msg: 32569546

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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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JCnieuwenj

To: FJB who wrote (4180)	2/26/2020 1:51:22 AM
From: FJB	1 Recommendation of 4443

Tom Fallon Yes. I believe 600 will have a healthy year next year. I also think 800-gig will ramp very hard next year by whoever has 800-gig in the market. The performance delta is nontrivial. The dollar per bit delta is nontrivial. And I think that both will do well. When you introduced 200-gig how long did 100-gig ramp? For years. When we introduced 400-gig, how long did 200-gig ramp? For years. These transitions as long as bandwidth continues to grow, as bandwidth is continuing to grow it allows both the current technology to ramp while new technology inserts and ramps very quickly.

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