Jamok,

IMO, the arguments being used to defend INFN have a certain amount of validity, certainly it does not affect the 90% of the revenues from the rest of the product portfolio, the Cloud Express product is only targetted to be 10% of the overall revenue pie.  Then there is the fact that at most, InPhi's product affects the segment of the Data Center market that is less than the 80 kms as claimed by InPhi's PR. Then there is the question of whether that PR stated the theoretical (Lab Environment) max range, the key question is, is InPhi's new technology really limited to distances less than 40kms or even less?  Then, there is the question of:  Can they perfect it to achieve greater distances, and if so, what range?  I doubt we will get the level of detail from Fallon as to all of these questions, but I believe it will suffice if he makes at least some high level defense of Infinera's Technology and why InPhi does not pose more than a marginal threat for the foreseable future.  It will also help if INFN can deliver a quarter that shows solid growth across their overall product portfolio, that would go an even longer way towards easing investors concerns.

One would have to be not just a Communications Hardare Engineer, but more specifically one specialized in Fiber Optics to have some of these answers.