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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 (4211)5/21/2020 7:16:59 PM
From: inefficient   of 4443
 
it's like were back to the same place we were when the DTN-x was about to start shipping for revenue and INFN/CIEN went on to split about 80% of the 100G ports in NA over a multi year long haul build cycle. Going to be awfully interesting to see how they do with 800G, as vendor lock in should be less of an issue this time around (and they seem to have developed a relationship with VZ). if ICE6 is as successful as ICE3 was, they could be doing well north of $2bln in annual rev and getting 45%+ GM within 3 years.
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