Infinera Message Board - Msg: 31618761

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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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From: Tartuffe	5/17/2018 1:21:47 PM
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This presentation is loaded with insights. At 13:30 she talks about supporting "network slicing" and "end to end solutions" and a little later ATT's "commitment to open white box strategy"- That is INFN terminology- 5g and SDN are here and there is an abundance of opportunity for the investor. I see INFN as a top 5 SDN/5g play but I am currently trying to identify what others might be in the list- The software looks like it might be increasingly developed in house, but CISCO might be back on the radar - I am not sure what she means about " moving from the data center to the edge"- lightreading.com

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