To: FJB who wrote (3954 ) 2/22/2019 3:50:56 AM From: FJB 1 RecommendationRecommended By
Read Replies (2) | Respond to we cracked more into Vodafone, we continue to be very, very well positioned with Telefonica, both for the legacy technologies but also moving forward as they prepare for more of the 5G types of rollouts. So, I think our new disaggregated IP solutions are wonderful. I'm really pumped up about our approach to that. We're entering into this market without something to protect. The world wants to move to a disaggregated IP type of approach and we're not protecting anything. So we can play offense in that space and they want somebody to play offense in that space. I think they view us as a thought leader. We see a lot of opportunity down in LatAm, both in Mexico and the rest of LatAm. One of the strongest areas we see is in subsea. Our ICE4 continues to win. We won a couple of very substantive deals in Q4, both Marea as a benchmark of performance that's going to I think open up other doors with ICPs and other people putting capacity on Marea. We won our first consortium deal, which is a big deal for us because not only did we win the consortium but we now have an inn to all those consortium members to go and talk about our leadership in technology. I see a lot of opportunities quite frankly for our 600 gig Groove in the ICP space. We're in a number of RFQs right now and I think that it's too early to say if we're going to win or not but certainly something they like the Groove. On the Edge, we really never had that scale to leverage embedded base there. The scale, for example, the 8600 that's providing mobile front haul capability for 3G, 4G, and 5G capable, given the latency requirements and sync requirements on the network, we have 300,000 embedded locations there to be able to grow from, and a new product portfolio that brings that all together.
