Another day, another win for Infinera? Today Zayo Bandwidth became the latest in a long string of wins for the upstart DWDM vendor, Zayo has apparently already installed Infinera’s PICs to light fiber between Chicago, NYC, and Washington DC. Now it should be noted that Zayo bought Citynet’s wholesale division which had already picked Infinera in 2005, so this new PR shouldn’t come as a huge shock.
Nevertheless a pattern has been developing ever since Infinera came on the market. If the network is not an ILEC or PTT, then they almost always win. To summarize their known customer list:
|Global Crossing||Reliance Globalcom (Flag)|
|Qwest (via OnFiber)||EWE TEL|
|Telekenex||North China Grid|
Any other optical startup in the last 10 years would kill for this much success in their first three years of selling gear.
But this has now set up an interesting dichotomy: the ILECs and PTTs are using substantially different gear to light their fiber than the next generation backbones are. Gear with very different cost profiles and capabilities. In my opinion, this situation is unstable and someone is going to be proven right over the next few years.
Based on what I have heard of their gear’s benefits in the field, I’m betting on Infinera.
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