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Technology Stocks : Infinera -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (4171)	2/26/2020 12:28:31 AM
From: FJB	Read Replies (1) \| Respond to of 4443

In the first half of the year, we will work to begin migrating our largest 200-gig customers to our 600-gig technology offering, which leverages tight integration of a commercial DSP with our own internally developed optics design. As we reduce cost per bit for our customers, we enable the expansion of our own margins as well. We expect the biggest needle mover will be -- will occur as our 800-gig technology comes to market with our own internally developed DSP and PIC. And we are able to deliver vertically integrated products more broadly across our portfolio. * First, R&D increases from NPI investments as we execute on our innovation pipeline, including our XR optics technology, which had strong customer interest. The XR program is progressing faster than anticipated, as evidenced by our recently announced collaborations with II-VI and Lumentum.