Infinera Message Board - Msg: 31865899

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Technology Stocks : Infinera

INFN 6.640

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Feb 28 4:00 PM EST

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From: FJB	11/2/2018 7:24:20 AM
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Pico DSP is entering/has entered production at Acacia. seekingalpha.com -------------------------------------------------------------------------------- We talked about this last time as well, we are engaged in multiple generations of products with Coriant modules and chips and of course we said near-term we don't see any change because they will be continuing to sell those. And I think what we said is the longer term it depends on the product roadmap of the combined company. And what they continue to keep what they continue to do. And it is for us it is an opportunity as much of a challenge. I think what we have done well innovating is low-power DSP and modules. And we will try to leverage those and given our long standing relationship with Coriant, we did we have our position to engage in a combined company going forward. But again the longer term, the near term not much of a change but longer term it very much depends on their roadmap and how we can collaborate with them.

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