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

To: FJB who wrote (3653)	6/26/2018 10:26:39 AM
From: Tartuffe	Read Replies (1) \| Respond to of 4443

Contract wins vs. analyst downgrades and management CC comment headwinds- DCI and and metro are getting good traction. Long haul, which used to be the main source of revenue and profitability, is in neutral. Once the 3600 begins shipping, long haul might re-gain traction, but more importantly, the value and competitveness of end to end ICE will have the chance to make its case-

To: FJB who wrote (3653)	6/26/2018 12:06:20 PM
From: Tartuffe	Respond to of 4443

serving as a credible alternative to customers laying costly dark fibre cabling. That might be a major factor in the cost-benefit analysis- LVLT has a ton of dark fiber laid, but that is mostly in the backbone. The further you get toward the edge, the more fiber constraints there are, and laying dark fiber in metro is more challenging than laying it for long haul trunk transport. Getting a more efficient and flexible foothold in metro can lay the foundation for a more flexible capacity increases in long haul. That may explain why INFN chose to get the metro ICE platforms out before the long-haul ICE 36000-