Infinera Message Board - Msg: 31608847

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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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From: Tartuffe	5/10/2018 9:29:59 AM
	1 Recommendation of 4443

13,100 in pre market trading- It will be interesting to see where this goes today. With 23 new customers and traction in metro, that was a solid report with solid guidance even if very conservative without factoring in any upside unknowns- I thought the cut throat pricing competition was in the rear view mirror in legacy equipment only, and that may be what INFN is still competing against in areas where SDN and open line are not being adopted. I would guess that those 23 new customers are companies aggressively adopting the new paradigm of which CTL is one- I read several articles outlining how opex cost and SDN open capabilities are taking precedence over cost of equipment, but that would not apply to legacy equipment where cost of equipment and capacity take precedence over opex , floor space, and flexibility- The future is in open line, the only question is the speed of adoption IMO- Continued customer wins will be the answer- It looks like the hand-wringing conference call is effectively tanking the stock- "interesting" (in sarcasm font)

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