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Infinera's CEO Discusses Q4 2011 Results - Earnings Call Transcript

We believe that our recently launched DTN-X is optimized to accelerate this important transformation. Our competitors are starting to ship 100 Gig and present concepts and demos of 200 hundred Gig on a line card. Customers are testing our DTN-X today, with 500 Gig super-channel line cards, and we've already demonstrated technology to go to 1 terabit of super-channel capacity on a single card.

The DTN-X is the step function that service providers and in particular Tier 1 carriers need to properly prepare their networks for the high-capacity future. We believe that our new DTN-X, in conjunction with our enhanced DTN and existing ATN, all with control plane unification software, enable us to better address our traditional customer, as well as a new set of Tier 1 customers across verticals and geographies.

In Q4, we saw an active market in the cable, Tier 1 and bandwidth wholesale segments, while much of the industry conversation and our own go-to-market strategy centers around 100 Gig and greater than 100 Gig super-channel speeds. The 10 Gig market remains strong. It is a consensus view among analysts that 10 Gig will continue to grow in volume throughout the next several years. And we believe it will remain robust for another decade. In fact, we believe the strength of the 10 Gig market was a key factor enabling Infinera to achieve the #1 share position in the North America, terrestrial long-haul WDM transport and ROADM market, and advanced to #3 worldwide, based on Infenera's data for the third quarter of 2011.

Read the rest of this transcript for free on seekingalpha.com

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