Infinera Message Board - Msg: 32002957

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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	1/30/2019 11:05:47 AM
	of 4443

Juniper underperforming in cloud: seekingalpha.com While continued support growth is driving confident that we are holding our hyperscale footprint and the MX to PTX transition is now largely behind us. The pace of this port growth in the portion of our cloud customer's network where we have historically played is slower than we expected. Based on what we're hearing from our customers, we believe wins and new use cases will be needed to drive the cloud growth we guided for at our November, Analyst Day. We are laser focused on capturing these opportunities and view the 400 gig transition as an inflection point that will present the opportunities for us to take share starting later this year. Our current product roadmap and strong customer relationships are driving a high level of confidence in our ability to secure these net new use cases in the cloud particularly in the data center where we have relatively low presence today. While business model pressures and the impact of consolidation may continue to impact service provider spending for at least a few more quarters, with our MX 5G product refresh and Contrail Solutions to drive telco cloud transformation, we believe we are well positioned to capitalize on carrier 5G deployment and remain optimistic regarding our partnership with Ericsson. We believe these products and partnerships should position us to deliver better service provider results later in the year.

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