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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 (3955)2/22/2019 3:54:09 AM
From: FJB   of 4443
 
  • , so the good news is the first two buckets being backlog going into 2019 is stronger than it's ever been.
  • So, the good news is with things that we already have in backlog or are working on contracts on, it's a substantial portion of the $1.4 billion number and we see opportunities throughout the year that may actually close this year or could provide benefit going forward as well.
  • Right now we're bringing 600 gig to market, this quarter we're bringing 800 gig to market in about a year and a half from now little less than a year and a half from now.
  • So you’re going to see us have a technology cadence as you're probably aware on the 600 that we’re bringing to market with the group that's actually not based upon Infinera vertical technology. That’s through our commercial technologies, we believe it will be a performance leader in the industry and I think that we’re going to earn a good return on that as a company.
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