Infinera Message Board - Msg: 32065182

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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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To: FJB who wrote (3984)	3/11/2019 4:59:19 PM
From: FJB	Read Replies (1) of 4443

We continue to have a lot of opportunities. I see a lot of opportunities quite frankly for our 600 gig Groove in the ICP space. We're in a number of RFQs right now and I think that it's too early to say if we're going to win or not but certainly something they like the Groove. They like the Groove particularly now that it's owned by a non-private equity enterprise. So, I do see some very good opportunities across the landscape, Alex, to be candid. Brad Feller It's hard to say Alex. I think - we look at all the forecasts, the predictions are anywhere from 2% to 6%. I think certainly it's going to be 2% to 6%, whether it's bigger than that or not but partly my thinking that how big the market is growing, with our new position we're going to go take market share and that's what we're going to go and do. I think with our technology and our new portfolio, we are well positioned to do that. So I think in a growing environment it's easier to grow. We plan on growing with the market but also taking on market share opportunities.

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