Infinera/Coriant: On Capping Installed Base

September, 2018

We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of course, there would be even more of an imperative, if the service providers hit the wrong kind of lottery jackpot, and have gear from both vendors prevalent in their infrastructure. Our first reaction would be to advise them to strongly consider just filling out the remaining capacity of the existing equipment, and move on to another vendor for growth with new systems. However, the reality is that network planners at a high level still have to at least go through the motions of determining the strategic direction of the “new” Infinera because their jobs could be on the line. Yet, while intensive intelligence gathering, from a consulting firm, such as by fibeReality, chiefly concentrating on feedback from customers in the same predicament may help to get these buyers in the ballpark of the most likely future direction for Infinera, it is an unusual situation in that the vendor just does not have a reliable enough record of sticking to a fixed game plan. The situation is even worse now, as it has never had such an assortment of disparate solutions. Also, once more, the cash and talent drain at the company continues to makes us even more convinced that future generations of ICE products may be uncertain. There is somewhat good news for the traditional types of operators, which are using long-haul equipment from Infinera in that they appear to have more time before doing something drastic than those with a base of metro/regional gear from that company and/or Coriant.

With the DTN-X, and the ability to get up to 500G, many conventional types of providers should be set on capacity for a long while. They would also not tend to be nearly as interested in the lack of openness of the product, as much as a hyperscale operator. In addition, there is not truly much overlap between any Coriant boxes, which may have been used in a long-haul application, and the DTN-X. (In the longer term, the ease of adaptability of Infinera’s PICs in providing higher QAM levels, in moving to PCS, and in possible L-band expansion is definitely questionable.)

Furthermore, for more incumbent types of users, when it comes to SDN controller support, whether Transcend Symphony or Xceed becomes more predominant is not relevant. Once again, for these types of buyers, SDN tends to be utilized in greenfield, access situations.

The real mess is found in looking at all of the other products, which are in conflict. Both the CloudXpress and XT-3600 meshponder clash with the Groove G30 platform. Then, again, there is the XTM possibly going head-to-head with the 7100 Series. Even before the announcement of the acquisition of Coriant, there was a propensity of “throwing an assortment of solutions against the wall, and seeing which ones will stick.”

The biggest challenge for Infinera may be involving reconciling its roadmap with ROADMs. There is a total of four solutions: FlexILS, mTera, DTN 7100, and XTM.

Another matter to take into consideration is if the speculation has been true that there has been trouble with its latest ICE chip, further introduction of Acacia Communications’ solutions into the Infinera product line cannot be ruled out. It also remains to be seen whether pressure from the large hyperscale data center operators in favoring the openness of Groove, would result in Infinera making it a priority over its other DCI products.

With any other player, there might be room for optimism in that with proper execution going well over the next few years, its significantly larger size could result in the firm making some real waves in the marketplace. Yet, Infinera prefers to stick with a pipe-dream story of getting the PIC into all of the Coriant platforms. Perhaps the best advice is what we initially provided to Infinera when it came to Transmode – just leave Coriant alone, but such an occurrence is inconceivable, as its unreasonable fixation with its PICs will not likely go away.

At the same time, during Infinera’s lack of focus on markets and customers, and as people fight for their jobs there, its competitors will be that much more committed in taking market share away.

To follow us on our totally separate, quick update company blog, which is exclusively on fibeReality’s LinkedIn page, please click here.

[written by Mark Lutkowitz]



Share Article

Add Comment




Read Comments

  • Dawaype  
    April 01, 2019 at 10:14 AM Reply
  • Xikoq53  
    April 01, 2019 at 19:59 PM Reply
  • BrettTault  
    April 02, 2019 at 14:36 PM Reply
  • Ohaco58  
    April 03, 2019 at 07:46 AM Reply
  • Lexas08  
    April 03, 2019 at 11:31 AM Reply
  • Noyuw33  
    April 04, 2019 at 11:08 AM Reply
  • Henin42  
    April 05, 2019 at 21:46 PM Reply
  • Nimim09  
    April 06, 2019 at 01:16 AM Reply
  • DavidSailk  
    April 06, 2019 at 18:03 PM Reply
    generic viagra available cialis vs viagra
  • Yuyon96  
    April 06, 2019 at 21:43 PM Reply
  • Kaduz42  
    April 07, 2019 at 00:06 AM Reply
  • BrettTault  
    April 07, 2019 at 07:39 AM Reply
  • Rogergew  
    April 07, 2019 at 22:59 PM Reply
    online casino with highest payout percentage best online gambling sites united states best online casinos for slots casinos online real money
  • AdamMina  
    April 08, 2019 at 05:30 AM Reply
    W macierzy lustrzanej RAID 1 twoje dane są dużo bezpieczniejsze niż w RAID-0 (wtedy znowu twoje dane są bezpieczniejsze na jednym dysku niż w RAID 0). W przypadku RAID 1 wszystkie dyski w macierzy muszą zakończyć się niepowodzeniem przed utratą danych. To prawda, że ​​nadal działa to jako odporność na uszkodzenia jednego dysku, który oferuje także RAID-5. RAID 1 jest idealny dla konsumentów, którzy dbają jedynie o odporność na uszkodzenia na swoich nośnikach pamięci i nie są zainteresowani wyłudzaniem gotówki za trzy lub więcej dysków twardych i obudową RAID na tyle dużą, aby zmieścić je wszystkie. RAID 1 został zaprojektowany z myślą o dwóch dyskach. Jeśli chcesz umieścić więcej niż dwa dyski w macierzy RAID, która zapewnia odporność na awarie, istnieje wiele bardziej przydatnych opcji.
  • Hadem52  
    April 10, 2019 at 04:46 AM Reply
  • Yepuh12  
    April 10, 2019 at 09:16 AM Reply
  • BrettTault  
    April 10, 2019 at 14:46 PM Reply
  • Yewow69  
    April 11, 2019 at 18:18 PM Reply
  • BrettTault  
    April 12, 2019 at 06:09 AM Reply
  • Iyuki57  
    April 12, 2019 at 14:35 PM Reply
  • Acehe88  
    April 12, 2019 at 17:19 PM Reply
  • BrettTault  
    April 13, 2019 at 07:48 AM Reply
  • Civuq73  
    April 13, 2019 at 13:02 PM Reply
  • BrettTault  
    April 13, 2019 at 14:36 PM Reply
  • BrettTault  
    April 13, 2019 at 20:15 PM Reply
  • arynatCaf  
    April 14, 2019 at 13:11 PM Reply
    Ситуация, связанная с оформлением медицинских документов, знакома каждому. Иногда проблемы на работе могут возникнуть, если не сдать вовремя больничный. Отсутствие такого документа, как медицинские справки, может стать причиной срыва важной поездки. А неправильно оформленный рецепт на лекарство не даст возможности приобрести нужный препарат. В этом деле очень важно правильное заполнение данных, ведь медицинская документация проверяется с особой тщательностью. В современном центре вам помогут в оптимальные сроки получить больничный с указанием периода и причины пропусков. В заведения разного профиля выпишут соответствующие медицинские справки. А купить нужные медикаменты можно будет без проблем, когда вам выдадут рецепт на лекарство. Обращайтесь за нужными вам услугами, в качестве которых не придется усомниться. banner.img купить больничный лист в москве задним числом справка больничный лист купить где краснодаре купить больничный лист
  • BrettTault  
    April 14, 2019 at 15:04 PM Reply
  • Okeqo06  
    April 14, 2019 at 15:05 PM Reply
  • Hujjfub  
    April 14, 2019 at 21:08 PM Reply
    viagra plus buy generic viagra 100mg tadalafil buy cheap generic cialis online
  • BrettTault  
    April 14, 2019 at 21:13 PM Reply
  • Ebodi90  
    April 15, 2019 at 19:49 PM Reply
  • DonaldDog  
    April 16, 2019 at 06:21 AM Reply
    If you are looking to get pregnant and have didn't have luck with the various medicines that your doctor recommended you, it became a good idea to try a natural approach. It will be good to go about the difference the natural way considering that helps you save a lot of money that you would certainly spend on medicines and treatments and also helps you avoid the terrible side-effects that come with these medicines and treatments. Firstly, do not do may will harm your baby during pregnancy. Take care and attention of your own situation. Everything that you take will directly go for ones baby with regard to example food and medicines. It very best that you visit a good expert in a way that you and your baby's health will be monitored every once in awhile. Have diet. Do not eat ready made meals that won't bring profit to your own family the babe. Follow the diet will be recommended for you. Do regular exercise as advised. This will help you facilitate the circulation on the body including the baby. Diet and regular exercises the particular two considerable things a person need to should consider during pregnancy. It is your responsibility try good care of yourself for your baby. For immediate relief, use a topical over-the-counter ointment to do this condition, or use witch hazel and a non-petroleum course. Witch hazel applied to a baby wipe can be extremely soothing since it is a mild astringent. The proper way is to write articles for your many Webpages which purchase articles the internet. With several steady clients who rely a person for a flow of article content to their sites, it is turn an hour or so a day into an amazing part-time cash flow. If you are pregnant, this helps to take a nap on your left side and rest for upto a half hour two or three times a weekend. It also helps to lie on your left side at night, if you're comfortable in this particular position. May relieve pressure of the fetus on the veins serving the lower half of the body. For your midwife or obstetrician about this common downside. Babies don't just stretch then skin, give push throughout the abdominal muscles, stretching them out too. The surgeon goes in over the incision site, separates the tissue by the muscle, pulls the skin taut and removes extra. Should you be fortunate enough to arrange the scholarship, you specific funds the actual amount of $10,000 purchase to finance your educational services. This way, you won't have to sacrifice anything - even though you're operational. The only thing you just would need next will be the time and dedication to end your point. There are numerous good stategies to help cover each other in the work place. Fat loss the best is to rotate jobs among the different workers whenever possible. Scientist accomplish research and there have been clinical trials designed. Changing some work habits and following a few of the the other suggestions accessible your doctor can help you to maintain and avoid having a surgical procedure. can you use batiste dry shampoo when pregnant
  • Granow  
    April 16, 2019 at 23:56 PM Reply
  • JosephRaw  
    April 17, 2019 at 00:20 AM Reply
    Двери Омск
  • BrettTault  
    April 17, 2019 at 04:42 AM Reply
  • Bepag37  
    April 17, 2019 at 17:53 PM Reply
  • Obisi24  
    April 17, 2019 at 20:24 PM Reply
  • infenry  
    April 18, 2019 at 08:41 AM Reply
  • Jamesfef  
    April 18, 2019 at 09:21 AM Reply
  • BrettTault  
    April 18, 2019 at 10:16 AM Reply
  • errorce  
    April 18, 2019 at 11:25 AM Reply
  • nelmink  
    April 18, 2019 at 15:17 PM Reply
  • Helac60  
    April 18, 2019 at 15:54 PM Reply
  • Sotak12  
    April 18, 2019 at 18:02 PM Reply
  • Pleaxia  
    April 19, 2019 at 08:54 AM Reply
  • BrettTault  
    April 19, 2019 at 10:41 AM Reply