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

To: FJB who wrote (4177)	2/26/2020 12:53:25 AM
From: FJB	Read Replies (1) \| Respond to of 4443

INTERESTING UNDERLINED: David Heard So, let's take both because they're kind of interrelated Mike. Last year we were proud and announced the winning of 10 Tier 1s and you've been in the industry long enough to know that as you win these Tier 1s; we're putting out that initial footprint with them, which obviously has a short-term margin impact but a long-term benefit for the company. And so we did see some strong Tier 1 wins here in the U.S., but we also saw them internationally in EMEA, in particular. And you saw that really across the Board, across the portfolio including what Tom mentioned, as some of our wins with our mobile platform, our new mobile platform that's positioned. When we look at Q1 and we look at the margin impact of Q1, as we make this transition from 200-gig optics to 600-gig optics to ultimately 800-gig optic, the vertical integration goes from complete merchant optic in 200-gig to partial vertical integration in 600-gig which has a significant margin impact. And we've talked in prior earnings calls about when we're fully integrated on those compact modular purpose-built platforms having more of a 25 points of margin impact.