I read the Deutch story yesterday and hoped to God that this analyst is right, and we'll see $26 again on Infinera.  And today's a good day for INFN and CIEN, so I can't gripe too much. But I am quite underwater on those 2 stocks. I wish I knew more about this technology from a software/hardware engineer's prospective - It sounds like InPhi's tech will do 40 km, and they're trying to stretch that to  80 km. (I do understand that these are not real world benchmarks, but laboratory conditions.) But if I had the knowledge, I'd know better whether it's a product that can be improved on with further refinement, or whether the parameters of what it can do only go so far (pun not intended.)

And the things I've read of analysts coming out and defending INFN, saying InPhi will only marginally be a problem is nice. I just hope it's true. As I've done, I'll sit with both stocks and hope for a return into the 20's. My amateur guess is that CIEN has about 1 more disappointing quater before losing serious street cred. I think INFN's short-term prospects ride pretty much on what Fallon has to say, since if he doesn't address it in the CC, he will surely be asked how disruptive InPhi's product is to business.

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.