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Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST
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From: FJB6/1/2018 7:17:57 AM
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David F. Welch - Infinera Corp.

...Two of our big ICP customers, as you saw, were in the top five, so they are growing nicely, adopting a lot of the ICE4 solutions. Obviously, we've talked in the past about some of the challenges with one of our historic large ICPs. But we continue to win more and more customers in the ICP space. They are big household names. But they're not buying in big volumes yet, but I think over time they will prove to be important customers. But Tom's right, some of the bigger folks that we would like to grow with, we'll probably have to wait until ICE5. We do continue to expect to win business with one of those large ICPs who has not been a customer historically likely sometime in the second half.

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