Seeking Alpha

An Infonetics survey turns up growing carrier interest in deploying cutting-edge 40G and...

An Infonetics survey turns up growing carrier interest in deploying cutting-edge 40G and (especially) 100G optical transport equipment; respondents cited lower bandwidth costs and superior signal performance as reasons for shifting away from older 10G equipment. Ciena (CIEN) stands to benefit from growing 40G/100G adoption, and so might recent Marvell (MRVL) acquisition Xelerated.
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