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Infinera Corporation Message Board

byronangel 146 posts  |  Last Activity: Jul 11, 2014 12:12 PM Member since: May 17, 1999
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  • byronangel by byronangel Jul 11, 2014 12:12 PM Flag

    Figure 3 also shows the sequence of the events that happen during activation of SMP paths and pre-emption of low-priority services. The pre-emption notifications (Events #4 in Figure 3a and #7 in Figure 3b) are the only additional events required for pre-emption compared to the case where pre-emption is not required. Hardware-assisted processing of SMP path activation messages has the same behavior for SMP path activation with or without pre-emption; hence, service recovery time is unaffected due to pre-emption. Pre-empted low-priority services can use an alternative (higher cost) path for recovery.

    In conclusion, hardware-accelerated fast SMP is much more efficient and robust than today‘s optical networks or MPLS FRR-protected IP networks. These new capabilities make it possible, from both a technological and commercial perspective, to cost-effectively increase the resiliency of a network to recover from everyday faults and large-scale disasters.

    Soumya Roy is senior manager, product marketing at Infinera. He is responsible for tactical and strategic delivery of competitive content, analysis, and network modeling. He is involved in positioning and marketing of Infinera’s products and solutions to customers globally. Soumya will participate in "The Road to 1 Tbps" panel at the Lightwave Optical Innovation Summit on July 16.

    Wayne Wauford is director, technical marketing at Infinera. He is responsible for market development and product marketing activities. Prior to Infinera, Wauford held executive engineering and marketing positions at Ciena, Cisco, Bell Communications Research, and Pacific Bell.

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 11, 2014 12:05 PM Flag

    However, to guarantee

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 11, 2014 11:56 AM Flag

    The first step in an implementation of SMP is determination of the logical protection paths required in a network. An integrated network planning and service provisioning application determines the logical protection paths required per service to meet the defined service-level agreement (SLA):

    * protection against all single failures
    * protection for a subset of failures
    * protection against multiple failures.

    Additionally, the planning algorithms ensure that for each failure scenario, two or more logical protection paths do not use same shared resource.

    The process above determines the currently reserved protection resources, and then calculates the additional shared protection resources that need to be reserved. For example, for protecting a 10GbE service, if a link in the SMP path already has 10 Gbps or more protection bandwidth reserved, no additional shared protection bandwidth is needed, assuming there are no common failure scenarios. However, if the link only has 2.5 Gbps reserved already, another 7.5 Gbps of shared protection bandwidth needs to be reserved.

    After planning, each logical protection path is signaled, using GMPLS, to all the network elements participating in the logical path. Based on this signaling, each node preconfigures, yet does not implement, the required cross-connects to set up the protection path (Figure 2a). This streamlines the real-time steps needed for activation of the protection path.
    Figure 2. Fast Shared Mesh Protection logical protection path reservation and protection activation

    Hardware acceleration of path activation
    The use of predefined and pre-signaled logical protection paths architecturally eliminates several steps that have made existing dynamic reroute implementations slow and variable in performance; the route computation is already completed and the cross-connects in the node are already calculated.

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 11, 2014 11:47 AM Flag

    Similarly, IP traffic is often protected using MPLS Fast Re-Route (FRR) and/or IGP re-convergence, establishing IP links connected over static WDM fiber routes. FRR can provide

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 11, 2014 11:38 AM Flag

    Subnetwork Connection Protection (SNCP), and Unidirectional Path Switched Ring (UPSR). However, this approach is expensive because it is necessary to reserve an additional 100% of the service bandwidth (or more) for protection, and it only protects against failures in one path.

    As we have seen, single-failure protection is no longer sufficient. Extending 1+1 to provide multi-failure resilience (e.g., 1:N) requires using three times (or more) network bandwidth than the data being transmitted. Such a scheme is simply too costly in the face of rising traffic and the cost pressures faced by network operators.

    In the early 2000s, software-driven service restoration in optical networks (primarily based on Generalized MPLS) was introduced as these networks moved away from star and ring topologies to more flexible and efficient mesh topologies that could provide multiple backup routes. These recovery schemes attempt to restore services affected by a failure by dynamically rerouting them over unused network bandwidth. These mechanisms are very efficient in terms of bandwidth utilization because all unused network bandwidth is treated as a pool of shared protection resources.

    The shortcoming of these software-driven approaches is that recovery time is typically fairly long (hundreds of milliseconds, seconds, or even minutes) and is highly variable depending on the size and complexity of the network, the number of services affected by a failure, and the number of hops needed for recovery. This delay is caused by the many software-based functions that need to be completed before the service is restored: calculating alternative paths, signaling the new connections across the network, and implementing connections in the nodes. In addition, there is no mechanism to automatically maintain adequate “spare” bandwidth in the network to guarantee service recovery.

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 11, 2014 11:28 AM Flag

    * In 2008, high-profile outages in submarine cables connecting India and the Middle East with Europe happened so frequently that they created widespread speculation that they were the result of terrorist activity.
    * In 2009, four simultaneous fiber cuts in San Jose, CA, took out 911 services for an entire day.
    * In 2011, a tsunami in Japan took out multiple submarine and terrestrial cables.
    * In 2012, Hurricane Sandy took out multiple cables on the Northeastern seaboard of the United States.

    In terrestrial systems, “failure by backhoe” remains the number one problem – especially in countries whose infrastructure is developing rapidly and where planning records tend not to be up to date. In fact, in India, some service providers claim that they see as many as 100 fiber cuts per day nationwide.

    Around the world, many outages are caused by simple manual errors—such as an engineer unplugging the wrong fiber when making changes. Even in highly developed nations, service providers can face interesting challenges. According to a Level3 blog-post, 28% of their cable-breaks in North America in 2010 were caused by squirrels chewing through the cables.

    Shortcomings of current network resilience strategies
    Whatever the reason for network outages, network operators need to plan for failures and implement mechanisms for rapid service recovery. The accepted and entrenched “gold standard” for service recovery to minimize the impact on real-time and business critical applications is 50 ms.

    For many years, the most common way to achieve sub-50-ms protection was at the optical layer (typically using SONET, SDH, or DWDM technologies) with a simple hardware switch at the destination node selecting between two identical data streams broadcasted from the source node (a.k.a. “working” and “protect” paths). This mechanism is known as “1+1” protection (see Figure 1) and encompasses the most commonly deployed protection schemes such as Automatic Protection Switching (APS),

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 11, 2014 11:19 AM Flag

    I'm going to try to post a fairly long article on Fast SMP. My experience has been that whenever you try to post a lot of information, Yahoo starts blocking/deleting your posts. But here goes anyway:

    Surviving disasters with fast shared mesh protection
    July 11, 2014
    By Soumya Roy and Wayne Wauford, Infinera Corp.

    Network resilience and disaster recovery are key requirements for today‘s networks as the hyper-globalized economy drives enterprises to adopt distributed IT architectures, such as data center virtualization and cloud-based infrastructure. This interdependence of business processes and the network, combined with an increasing number of natural disasters and man-made fiber cuts, has made it a requirement for the network to recover in milliseconds. At the same time, network operators are moving towards mesh-based transport networks for richer connectivity.

    A new class of network resiliency technology, called Shared Mesh Protection, is emerging to take advantage of this architectural shift and deliver more reliable networks at lower cost.

    Need for resilience
    Network bandwidth is growing at a staggering rate, estimated at 40% growth year over year, driven by business applications such as cloud, mobile, and video technologies. Advances in DWDM now support over 8 Tbps of data per fiber, composed of hundreds of 1- and 10-Gbps circuits. At the same time, the importance of network connectivity has never been greater, with virtually every business process now completely intertwined with network connectivity along with mission critical social, safety, and local government services in most countries.

    Both submarine and terrestrial networks are vulnerable to accidental or, in some cases, deliberate outages. Natural disasters seem to be increasing in frequency and intensity, often knocking out multiple fibers simultaneously:

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 11, 2014 1:12 AM Flag

    New numbers are out for the second half of June. After dropping 580,000 in the first half of June, there was a small drop of 90,000 in the second half of the month, leaving a short interest of 13.5 million as of June 30. Earlier this year the 10K showed 122m shares outstanding, so this is not a super high short interest but it's fairly high. If we continue to get good sales growth from this company there's the potential for short covering to have a significant impact on the stock price.

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 9, 2014 12:47 AM Flag

    INFN's Q2 revenue guidance is a range between $160-170m. What are actual revenues likely to be? Let's look at the company's last 5 reported quarters. In Q1 13 guidance was 115-125 and actual revenues were 124.6, at the top of the range. In Q2 13 guidance was 130-140 and actual revenues were 138.4, near the top of the range. In Q3 13 guidance was 135-145 and actual revenues were 142, in the top half of the range. In Q4 13 guidance was 130-140 and actual revenues were 139.1, at the top of the range. In Q1 14 guidance was 137-143 and actual revenues were 142.8, at the top of the range. So we see that 3-4 weeks into a quarter the company has good visibility for what is going to happen that quarter. They're giving themselves some leeway in case anything unexpected goes wrong but if things play out the way they expect they'll be at the top of their revenue guidance. So there's always the possibility that something unexpected could go wrong but Q2 revenues are likely to be around $170m.

    If INFN does achieve Q2 revenues of $170m this would give them year over year growth of 23%. FNSR reported revenue growth of 26% last month. CIEN also reported a strong quarter last month and the stock was up about 20% the next day. So in summary I'm expecting INFN to report sales growth of over 20% and I expect to see the stock back in double digits the next day.

    Sentiment: Strong Buy

  • Reply to

    South Korea Tops 4K TV List

    by byronangel Jul 7, 2014 11:42 AM
    byronangel byronangel Jul 7, 2014 5:42 PM Flag

    High-quality HDTVs --- Ultra HDTV, or 4K TVs -- will grow to represent 26.6% of all TV shipped in three years, according to Digitimes Research. Digitimes projects that from 2013 to 2017, the number of UHD TV's will grow from 1.5 million units to 68.2 million.

    If SIGM can capture a 20% market share this would be around $300m in annual sales.

    Sentiment: Strong Buy

  • byronangel by byronangel Jul 7, 2014 11:42 AM Flag


    As 4K TV starts streaming into the video market, three Asia-Pacific broadband stars have jumped off to an early start in getting ready to deploy the next-generation video standard.

    In the latest edition of its "State of the Internet" report, Akamai found that the three countries -- South Korea, Japan, and Hong Kong -- are far more prepared for the rollout of Ultra HD, or 4K, video than most of the rest of the world. Based on the speed of broadband connections, South Korea led the way with 60% of its households considered 4K-ready, followed by Japan with 32% and Hong Kong with 26%.

    Major content and service providers around the world are now scrambling to stream 4K video to TV viewers. In the US, for instance, Netflix, Amazon, DirecTV, and Comcast have all made noises about this in recent months. Also, major consumer electronics equipment manufacturers including Samsung and Sony are pushing the 4K cause with new Ultra HD TV sets and media players.

    Unlike 3D TV, which has failed miserably at exciting consumers so far, industry prognosticators generally believe that Ultra HD, like standard HD before it, will gain broad adoption over the rest of the decade and beyond. In its latest Visual Networking Index (VNI) study, for instance, Cisco predicted that 4K, video will make up 11% of all IP video traffic by 2018, up from a mere 0.1% last year, as broadcasters, online video providers, and pay-TV providers all embrace the new H.265 standard for Ultra HD.

    — Alan Breznick, Cable/Video Practice Leader, Light Reading

    Sentiment: Strong Buy

  • July 3, 2014

    Hon Hai Precision Industry Co., also known by the trade name Foxconn, has dropped its plan to use Huawei Technologies Co.'s gear in a mobile network it is building, after Taiwanese regulators raised security concerns about equipment from mainland China. Taipei has also said that there are increasing cybersecurity threats posed by China.

    Lawmakers in the U.S. and Australia have also expressed concerns about Chinese telecommunication equipment, saying it could pose threats to national security.

    In 2012, a U.S. congressional report recommended that U.S. telecom carriers avoid using equipment from Chinese suppliers Huawei and ZTE, saying their gear could be used by Beijing to spy on Americans.

    The U.S. has also pressed allies such as South Korea to avoid using Chinese-made equipment in certain parts of communication networks. Seoul decided to make changes to its project so that sensitive government communications wouldn't pass through Huawei equipment.

    Sentiment: Strong Buy

  • byronangel byronangel Jul 2, 2014 11:14 AM Flag

    This article is up on the CNBC web site. I tried to post the rest of the article here, but Yahoo, which randomly allow certain posts and randomly deletes others, randomly chose my post for deletion. The rest of the article mentions that Wal-Mart is carrying large screen Vizio TV's. These will have SIGM inside.

    Sentiment: Strong Buy

  • Americans increasingly are replacing their once-enviable 50-inch TVs with even bigger screens. Think: 65-inches and up.

    People are snagging big screens—pushing sales of them up 50 percent in the past year while overall TV sales have faltered. As prices fall, hardcore TV watchers and video gamers are finding sets affordable that a few years ago would have been playthings for wealthier people.

    Shoppers are being enticed by new technologies like Internet capability that allows Netflix streaming, and Ultra HD screens, which offer a sharper picture.

    Falling prices have also made big screens more accessible to the average person: TV prices overall have fallen 9 to 11 percent, and the average price of a 50-inch TV is down $75 from two years ago to $573, according to research firm NPD Group.

    "TVs are more affordable than they've ever been, so a 'supersized' TV today is still far less expensive than smaller screens were three or four years ago," says Jamie Bastian, a spokeswoman for Target, which expanded its selection of big-screen TVs to include 70-inch versions this year, up from last year's 60 inches.

    Overall, TVs 50 inches and bigger accounted for 25 percent of the sets sold in the past 12 months, up from 14 percent in 2012. NPD expects the figure to reach 30 percent this year.

    The advent of flat screens and high-definition television prompted a rush to upgrade a decade ago, but things like 3-D TVs have failed to entice buyers in recent years. But experts say Ultra HD (4K) is a simple enough upgrade to gain widespread adoption in the next few years.

    Sentiment: Strong Buy

  • byronangel byronangel Jul 2, 2014 10:52 AM Flag

    As of the conference call last month they had four 4K customers, Vizio and 3 unnamed customers, one in Japan and 2 in Taiwan. They may have added more customers since then:

    Ken Lowe - Vice President, Strategic Marketing
    4K is where all of our momentum is building. We have a unique position right now in 4K. we've offered some of the strongest picture quality capability in 4K that exists in the industry. So we actually are getting pulled into customers because of that.

    Sentiment: Strong Buy

  • July 1st, 2014

    Availability of inexpensive TVs with 3840*2160 resolution seems to be getting broader and the prices are getting lower. Walmart and Seiki Digital on Tuesday lowered the prices of select UHDTVs and it is now possible to get a 4K TV for as low as $299.

    Seiki Digital, a wholly owned subsidiary of Tsinghua Tongfang Company, at present offers 39”, 50” and 55” 4K UHDTVs for $299 (£174, #$%$218), $429 (£250, #$%$313) and $579 (£337, #$%$423), respectively, in Walmart stores in the U.S., reports 9to5toys. At present there are no comparable deals in the U.K. or Europe.

    If you can get the latest 4K technology in a 39" TV for $299 then I don't know why anyone would buy older technology. It seems to me that 4K is going to start taking over the market pretty quickly.

    Sentiment: Strong Buy

  • byronangel by byronangel Jun 30, 2014 4:34 PM Flag

    Not a positive day today obviously but there was some institutional buying in the last hour as a couple of 100,000 share blocks traded. So that was positive. I expect institutional buying to pick up when earnings are reported in about 3 weeks.

    Sentiment: Strong Buy

  • June 27, 2014

    The Z-Wave Alliance, an open consortium of leading global companies deploying Z-Wave, was well-represented at the Electronic Security Expo (ESX) in Nashville, as Alliance members took home four Maximum Impact awards. The ESX Maximum Impact Awards program "honors the impact new and recently introduced products and services have on security integration and monitoring companies."

    Leading the way was Honeywell, which received the show's Best Overall Winner from the panel of integrator judges. Honeywell was recognized for its Z-Wave-based LYNX 7000 in the category of "Alarm Equipment: Wireless Alarm Systems." This web-based access control system with Ethernet virtual loop (EVL) technology enables integrators to provide simple, scalable and affordable access control to small and mid-size businesses.

    Honeywell was also a Maximum Impact Winner for its VISTA Automation Module in the "Automation/Networking and Audio/Video: Home Automation Systems" category. Other Z-Wave Alliance Maximum Impact winners with Z-Wave Product were:

    * Linear Technology, for its intelligent GD00Z Garage Door Controller in the "Access Control/ID Systems: Gate/Door Operators" category. (The GD00Z also was recognized recently as the 1000th cetified Z-Wave product.)

    * DMP, for its CellCom SLZ in the "Alarm Equipment: Alarm Signal Transmission Equipment" category.

    The panel of judges selected the winners for their "excellence in helping integration and monitoring companies meet customer expectations, increase company profits, and streamline operations."

    According to Z-Wave Alliance Chairman Mark Walters, the presence of so many Alliance members in the winner's circle is no coincidence.

    "We offer hearty congratulations to Honeywell, Linear and DMP on winning these prestigious awards," he said. Without question, Z-Wave is the premier technology platform in the security industry, powering virtually all of the security companies' products and solutions.

    Sentiment: Strong Buy

  • Reply to

    Nice move today

    by big_thunder_5 Jun 27, 2014 6:35 PM
    byronangel byronangel Jun 28, 2014 9:31 AM Flag

    In the last couple of trading days of each quarter the big institutional investors often buy the stocks they think will break out in the following quarter. So it will be interesting to see if today's move is extended on the last trading day of Q2.

    Sentiment: Strong Buy

  • byronangel by byronangel Jun 27, 2014 4:25 PM Flag

    Huge surge in volume at the close today as the Russell rebalance is completed. Now that the rebalance is completed hopefully the stock can start to move higher based on 4K and Z-wave fundamentals.

    Sentiment: Strong Buy

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