The focus of this product seems to be long-reach communications. There was no mention in the video of SR and VSR markets, which is Poet's focus.
Also, the stated purpose of Infinera's offering is to provide a new approach to SDN at the hardware level, to allow for dyanmic bandwidth availability sourced from large scale fiber optic bandwidth inputs.
So my understanding is that it's not competing in the space as Poet's AOC.
And it's a very good point that Poet's new Director Product Development Juthika Basan joined from Infinera
Director, Product Development
June 2014 – Present (1 year 11 months)Sunnyvale, CA
o Leading development of overall RF/High Speed capabilities for Photonic Integrated Circuits, including design of devices, test infrastructure and modeling for system co-design.
o Designing various InP based components required for the integrated transmitter (laser, modulator and passives), defining and engineering the process flow followed by extensive data analysis using JMP and SQL, geared towards next generation of product.
