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Technology Stocks : Infinera
INFN 6.6400.0%Feb 28 4:00 PM EST
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To: SkyBot who wrote (3621)6/1/2018 1:07:38 PM
From: FJB  Read Replies (1) of 4443
 
Gary Smith would never admit to bombing pricing to win deals. His BS is why his stock doesn't crater after misses, and Dudley Doright Fallon tanks us on beats.

Acacia has been shipping AC400 for a couple quarters, so Smith is also lying about having the only viable 400G product. Acacia also says they are ramping AC1200 in the 2nd half, which is two 600G waves.

There is some kind of industry conference next week. Hope Infinera can say something positive, like the XT-3600 is shipping.
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