Infinera Message Board - Msg: 31505154

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Technology Stocks : Infinera

INFN 6.640

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Feb 28 4:00 PM EST

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JCnieuwenj

From: FJB	2/28/2018 12:03:20 PM
	1 Recommendation Read Replies (1) of 4443

Points of interest from yesterday's MS presentation: Still no word from CenturyLink on their spend Open ICE opens lots of doors Can sell a couple of XT-3300s and run over existing infrastructure Remote PHY is a huge opportunity Open to selling optical modules to ICPs or Chinese companies in future DSPs are a $40-50 investment, so merchant useful for two year products investors.infinera.com

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