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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 (3616)6/1/2018 7:27:42 AM
From: FJB  Read Replies (1) of 4443
 
Thomas J. Fallon - Infinera Corp.

Certainly. Our market presence, so we're still disproportionately North America heavy and we're seeing a lot of demand in North America. Clearly, our cable customers are – even though our Tier 1 has gone down in business, we still see substantive demand. We see a demand actually from our old XO network, the increase in capacity.(now part of Verizon) There's relatively healthy demand, I would say, in North America.

LATAM continues to be under significant pressure for us, particularly because of the – I think a bit of a standoff between Telmex and the government. Until that gets resolved, I don't think they're going to buy much. I think there's a huge amount of opportunity there when that resolves itself because there's just no network been built for like a year-and-a-half. And that's creating a huge amount of pent-up, I think, opportunity for that country. ...
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