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Infinera Corporation Message Board

iluvglw 1 post  |  Last Activity: Dec 5, 2014 4:28 PM Member since: Feb 1, 2011
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    by terminor88 Dec 4, 2014 3:08 PM
    iluvglw iluvglw Dec 5, 2014 4:28 PM Flag

    I realize that you're usiing a bit of hyperbole but the obvious answer is Antartica. I'm pretty confident that they aren't deployed there. Infinera is still primarily a North American sales company. In 3Q, 70% of their equipment sales were in NA. Almost 20% was in EMEA and APAC was a joke at less than 5 %. Byron has been saying that Infinera only "sees" Ciena (don't know if that is true or not just that Byron says so). If that's true, then they aren't competing much in the rest of the world because Huawei is still number 1 in market share and Alcatel-Lucent is still number 2 so you would expect they would encounter them a lot on bids. BTW, Infinera is still number 7 in optical. They are behind Huawei, ALU, Ciena, ZTE, Fujitsu and Coriant.

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