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Technology Stocks : Infinera -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (1938)2/12/2016 2:03:47 PM
From: Fiscally Conservative  Respond to of 4443
 
Maybe it how they borrow funds for their business platform ? Hmmm...



To: The Ox who wrote (1938)2/16/2016 11:43:26 AM
From: Tartuffe3 Recommendations

Recommended By
JCnieuwenj
KevinH68
The Ox

  Respond to of 4443
 
If you own a significant chunk and have short positions as insurance, driving down the price with relentless shock and awe selling, covering your short and then re-entering the stock would give you the best of both worlds. It looked bad for INFN after the CIEN guidance, but this company is taking market share. Flat revenue guidance in Q1 is good, considering that they are now big enough to be affected by the historically slow spending for equipment in Q1. Integrating Transmode and incorporating their in house Photonic Integrated circuit positions into Transmode's products positions INFN to gain even more market share in a much larger market. Having both an end to end solution and a vertically integrated company that also develops software in fronthaul, data center, and longhaul makes this a very unique and interesting play especially considering the 3 year trend lines. They are also building inventory which to me signals a bullish mindset from management.