Wells indicating that it is better to be early in INFN.  This is the meat oof their opinion:

New products should reinvigorate growth. Over the next few quarters Infinera is expected to introduce multiple new products leveraging its fourth-generation optical engine, which promises greater throughput and efficiency relative to competitive offerings. We think these products should enable Infinera to better capitalize on strength in the 100G optical market, most notably in the cloud interconnect vertical, where the company is seeing pent-up demand for its soon-to-be-released Cloud Xpress 2 (ships soon) and XT-3300 (ships in the third quarter) platforms. 

While Infinera's new cloud products should drive better results during the second half, with the company also launching new metro, subsea and long-haul products by year-end, we think the pieces are in place to see a material top-line recovery in 2018.