Well, you never can be sure what happens but INFN has a lot of factors working in its favor to win the big fish:
1). A superior technology that cannot be duplicated by its competitors (any time soon, at any rate) that fits the optical network architecture of the future.
2). A solid track record established with the DTN product.
3). A growing base of well-respected customers for the new DTN-X product.
4). A strong balance sheet.