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100G optical system deployments are picking up, as evidenced by Ciena's (CIEN) recent deal with...

100G optical system deployments are picking up, as evidenced by Ciena's (CIEN) recent deal with Comcast. But for Ciena and the market's other top suppliers - Alcatel-Lucent (ALU), Infinera (INFN), and Huawei - all that activity could literally come at a price. "Every supplier you talk to, they talk about the other suppliers coming out with insane pricing for 100Gbit/s," says Heavy Reading's Sterling Perrin. Raymond James has already predicted 100G sales will hurt Ciena's margins. (ALU margins)
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