To: Tartuffe who wrote (3528 ) 4/27/2018 10:15:21 AM From: FJB 1 RecommendationRecommended By
Respond to They had some kind of FREE two week offer for IBD, so I clicked it. Not a lot of content.How Infinera Can Take On Ciena, Huawei In Networking PETE BARLAS 5/12/2015INFN ) has the potential to challenge several rivals, including Ciena( CIEN ), for a bigger piece of the fiber optics networking equipment market. That's the conclusion from Brian Modoff, an analyst for Deutsche Bank, who opened coverage on the company Tuesday with a buy rating, citing its potential to grow in the cloud; its work helping telecoms adopt 100 gigabit ethernet bandwidth speeds on their networks; and data center interconnection demands by companies such as Google ( GOOGL ) and Facebook ( FB ).stock market today . The stock is up by more than 30% this year. The company also has been mentioned as a potential acquisition candidate .$5 billion in 100G long-haul optical network upgrades, more than $5 billion in Web 2.0 and cloud data center optical interconnects, and more than $5 billion in 100G metro aggregation. "We note Infinera solidly positioned as the preferred vendor in major Web, cloud and Software-as-a-Service portals, and top 100 enterprise private clouds for optical interconnects," he wrote. "This is a multi-year growth story for Infinera and core basis for our bullish longer-term view on the stock." "We note that the long haul optical market is highly competitive with Ciena, Coriant, Huawei Technologies, Alcatel-Lucent ( ALU ) and ZTE participating," he wrote . "Hence, new product introductions or adverse changes in Infinera's customer relationships could negatively impact Infinera's market share position."
