Infinera Message Board - Msg: 32065170

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Technology Stocks : Infinera

INFN 6.640

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Feb 28 4:00 PM EST

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To: FJB who wrote (3983)	3/11/2019 4:50:29 PM
From: FJB	Read Replies (1) of 4443

David Heard Yes I think it is related, so I think you see that resurgence based on a clear roadmap. I think just to reiterate when we announced the transaction the product overlap was very, very small given the thesis of vertical integration it was 15%. But I think once they saw our forward roadmap going forward, saw what little impact that had on their existing embedded base. We saw those purchase orders released there was not a differentiation between existing customers from one side or from Coriant legacy from one side or the other. I will tell you it was nice to see the Tier 1 customers at the table and not only releasing purchase orders for their current products but planning there a long-term roadmap with us.

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