RE: RE: Infinera: NASDAQ: INFN Gimmee a break 2guys....
From a Lightwave article December 4 2012...
Speculation over Infinera’s Tier 1 customer began as soon as the company announced this past April that the DTN-X had embarked on the OSMINE program that certifies products will operate with the Telcordia operational support systems (OSSs) that former Regional Bell Operating Companies such as CenturyLink, AT&T, and Verizon use (see “North American Tier 1 customer in Infinera's sights?”). Some media outlets and others had speculated that Verizon was Infinera’s customer, based in part on Verizon’s interest in the type of features the DTN-X offers as well as the fact Verizon’s Stu Elby spoke at the press event Infinera held to announce the platform.
However, CenturyLink already had Infinera DTN platforms in its network, thanks to the Qwest acquisition, which opened the door for the DTN-X. “We evaluated the available 100G solutions for long haul optical transport and the DTN-X platform stood out,” said Matt Beal, CenturyLink senior vice president - corporate strategy, product development, and chief technology officer via an Infinera press release. “Our experience with the Infinera DTN platform has demonstrated a system based on quality, ease of use, proven technology and reliability. As a customer since 2004, we look forward to including the DTN-X as part of our next generation network and achieving the same positive results as we have in the past.”
Infinera's tech is a CURRENT technology. Is it good? yes. Is it fast? yes. do they sell it? yes. it is a modern technology IN USE for telecomm/server companies, CURRNETLY.
BUT, OPEL is looking alot farther ahead and their technology, although not monetized, YET, is at a completely different, more advanced stage than Infinera's.
POET’S Near Term Solution
POET will implement an optical interface as a single chip to connect existing CMOS processors. The
optical interface chip integrates the laser, modulator, modulator driver, detector, receiver amplifiers,
SER/DES, CDR and PLL circuits monolithically. Both the DSP and the POET chip are mounted face down in
close proximity on a Si carrier which forms a single common plane. The carrier has a standard MT
connector for a 12 channel fiber ribbon cable for optical I/O. The POET chip connects to the fibers
through a proprietary, (patented) mating technique. POET also connects to transmission lines (T/L's) on
the Si carrier through standard solder bumps. The CMOS processor connects to the same T/L's with
solder bumps. The assembly cost is reduced substantially along with the power dissipation. The sizeable
speed advantage of strained InGaAs quantum wells increases the bandwidth. Assigning one optical
interface to each processor, processors on multiple carriers are connected optically by fiber. Alternately,
waveguide patterns on the same Si carrier may connect one optical interface to the next, enabling
multiple processors on the same Si carrier to be connected. The processor plus optical interface is the
unit installed on a common PCB. With minimum feature sizes of 0.5
μm, the transmitter power at 15Gb/s
is 4mW (0.27pJ/bit) delivering an optical power of 1mW in a chip area of 1.5x10
-4mm2. Correspondingly,
the receiver power at 15Gb/s is 6.3mW (0.42pJ/bit) receiving an optical power of 20
μW in a chip area of
1.6x10
-4mm2. Upon completion, the initial solution addresses the OE Interface requirements for both the
military and commercial markets.
Admittedly, alot of what ODIS will achieve is above my head. but one thing stands out, no other company has what OPEL does... The LASER!!!
OPEL Technologies Inc. Announces New Laser by ODIS Subsidiary
as Key Achievement in POET Monolithic Optoelectronic Platform
Toronto, ON and Storrs, CT, December 4, 2012
- OPEL Technologies Inc. (TSX-V: OPL and OTCQX:
OPELF) (“OPEL” or “the Company”) today announced that its U.S. affiliate, ODIS Inc. has successfully
produced an integrated laser device, thereby achieving a key milestone in its Planar Optoelectronic
Technology ("POET") process, that enables high-performance devices fusing optical and electronic
devices together on a single chip.
By allowing the production of components with increased speed, density, reliability, and lower costs,
POET offers the semiconductor industry the ability to push Moore’s Law to the next cadence level,
overcoming current silicon-based bottlenecks, and potentially changing the roadmap for a broad range of
applications, such as smartphones, tablet and wearable computers.
After years of increasingly successful development, the fabrication of the first Vertical Cavity Laser,
(VCL) utilizing ODIS's patented POET GaAs III-V technology is a significant success. Incremental
progress over the years has led to what many consider to be the next phase of semiconductor development
which is to surpass the capabilities of complementary metal oxide semiconductor (CMOS) technology for
the next generation of high speed low power applications. It is now widely believed that CMOS
technology advances have reached a saturation point.
Funny...I anyone else find it strange that the Lightwave article I quoted was printed the SAME DAY that OPEL announced the laser???
G