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

To: FJB who wrote (4179)	2/26/2020 1:50:04 AM
From: FJB	Read Replies (1) \| Respond to of 4443

Second of all, we'll be able to and we're starting to work with customers, specifically on the 800-gig, so that there is a known transition. I see two types of customers in the market. Some that are anxious to deploy the 600-gig today because it helps them with $1 per bit today. And they buy enough gear that $1 per bit reduction is substantive, particularly when some of them have fairly long certification cycles. And candidly, 800-gig is not in the market today by us or anybody else. So there's no certification processes that I'm aware of that have started. So some range of customers are going to certify 600. They will start deploying that in volume. We are selling 600-gig today. We sold some in Q4 we recognized revenue in Q4. And we'll also recognize increasing revenue on 600-gig in Q1. The substantive amount that we see is really in the back half as a couple of large people have committed to certifying it and they want to have that dollar per bit savings today. We do see another set of customers who are waiting for 800-gig. They view the 800-gig as the technology they want to move to and they don't want to go through the effort of certifying 600-gig. So I believe that there's going to be a mix of those customers. We do see a reasonable number going to 600-gig today and then with 800-gig probably next year because the dollars they can save are too substantive.