Infinera Message Board - Msg: 31609131

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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 (3571)	5/10/2018 11:36:24 AM
From: Tartuffe	Read Replies (1) of 4443

He says repeatedly that INFN has the best cost structure because of vertical integration- Either that is not true, or Cien is unloading a bunch of legacy inventory at fire-sale prices- INFN has the best equipment in SDN-open line, and should be very competitive on price going forward, That should be emphasized and put into context when dropping a pricing pressure bomb comment- You win 23 new customers with your new ICE 4 platforms in metro and your stock gets destroyed? Talk about throwing bombs with vagueness; you would think he is a hit piece analyst.....on his own company!

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