Infinera Message Board - Msg: 31513588

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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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To: FJB who wrote (3448)	3/6/2018 8:44:43 AM
From: Tartuffe	1 Recommendation Recommended By JCnieuwenj Read Replies (1) of 4443

INFN is in the best position it has ever been in as a company right now IMO, but they will have to pull several quarters of growth before the PE's will get back on track.With signs of life in metro, and a spending cycle in long -haul on the horizon and with cost cutting and growth positioned cost structure and strategic R&D, things have never been better at INFN in terms of opportunity. I think that all the top tiers are going to use multiple vendors in their SDN implementation plans in order to not be too dependent on any vendor and to force everyone into a compatibility standard with the other vendors. Although the vendors will have to work to demonstrate those capabilities, the fact that INFN can get a foot in the door over other line systems will give them the opportunity to make their case on the technical, managerial, and operational merits of ICE 4,5,6, and that is all INFN will need to catch CIEN as a major end to end player in the space. I am looking forward to the webcast on the 13th-

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