I liked the comment that was something along the lines of: "large multinational vendors saddled with antiquated products are increasingly struggling to compete in this business"
Sorry it's not verbatim, went by too quick to memorize it.
When he said that I was thinking, gee, I wonder who he's talking about ... Sort of audacious when those guys just won a contract from a tier 1, but I agree with his strategy of giving them a poke in the eye.
"OTN adoption remains strong. A survey by Infonetics showed that 86% of customers plan to deploy OTN and of those 94% prefer a converged solution for the core. Similarly, Dell'Oro says in their latest forecast report that they expect all of the total DWDM market growth to be with optical packet transport systems that integrate a centralized cross-connect, which is an OTN switch, with transmission. Infinera is at the forefront of this architectural shift and we not only see Tier 1 carriers deploying this converged solution, but also wholesalers, internet content providers and cable operators.
The competitive landscape changed substantially in 2013. The Chinese vendors were put in a box, while they still had a significant presence, they are no longer a significant disruptive factor in many developing markets and they are experiencing headwinds in some emerging economies. Large multinationals burdened with legacy technology and slow to innovate, are losing money or exiting the business. Market share gains are going to the best of breed innovators with the 100-gig and converged OTN switching capabilities. We believe this trend will continue and this over-served market will continue to consolidate with innovators who develop the best solutions coming out on top"