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Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST
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To: FJB who wrote (3540)5/4/2018 10:58:59 AM
From: Tartuffe  Read Replies (1) of 4443
 
There are several equation / game changers in the mix for INFN that could materialize:

1. The nugget about selling the transponder into existing line systems to make them open which is talked about here, and in the last conference call.

2. The return of Centurylink Spending-

3. The 40 billion capital spending plans of T-mobile / Sprint for 5G upgrade-

4. The 50% or the market that is potentially up for grabs if ZTE, Huawei's supply chain is disrupted-

Anyone ONE of these could potentially put INFN back above 18 IMO-
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