Infinera Message Board - Msg: 31621475

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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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From: inefficient	5/19/2018 1:31:34 PM
	of 4443

interesting info from AMAT call: ".....While we are only at the very beginning of the buildout of the AI, big data era, we are already starting to see the positive impact on our markets. In just the past six months, cloud service providers have increased their capital investments significantly. Looking at the financial reports from the top seven cloud service providers, we see their CapEx up around 40% this year versus previous expectations of about 30%. Also, data center real estate investments made by those companies in 2017 were up more than 250% compared to 2016, which we view as a positive leading indicator of growth....." If ICE5 is on time it is going to sell like hotcakes. all signs point to that still being the case i think.

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