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Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST
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To: FJB who wrote (3613)6/1/2018 7:20:40 AM
From: FJB  Read Replies (1) of 4443
 
Thomas J. Fallon - Infinera Corp.
...We are going hard again after some opportunities that we see in India. We've really not participated much in India over the last few years. We think that we have some opportunities to go and use our ICE4 technology in that market. We bring some great capacity or capabilities that they really like.

They like our ease of use. They like our Open ICE. I think that we need to go hard into the India market. It's going to be a market that grows for a long time, and I think that the India market is actually ripe. The customer base is interested now in having a diversified supply base. They've been pretty narrowly focused. I think it's our opportunity to go in there and try to earn some of that business.


Thomas J. Fallon - Infinera Corp.
And we're certainly using Open ICE to mitigate that. I mean, historically when a network has been somebody's amp, they got all the transponders. In the open world, I think it's a wonderful way to opening that to competition. We're going in hard with Open ICE. And I think one of two outcomes with Open ICE happens. One, we win a new customer. Two, all of our competitors have to lower their price of a transponder. I much prefer alternative one, but I'm not horribly disappointed with alternative two.

(So here he says he doesn't care about competitors having to lower prices...)
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