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

To: FJB who wrote (3953)	2/22/2019 3:46:10 AM
From: FJB	1 Recommendation Recommended By JCnieuwenj Read Replies (1) \| Respond to of 4443

we expect revenue and gross margin expansion throughout the year and continue to see 1.4 billion or greater in revenue for 2019. We also expect expense reductions to continue as well leading to non-GAAP profitability in Q4. This quarter our disaggregated router solution the DRx will be generally available. This is a disruptive solution that is optimized to support 5G and DAA networks and has aligned with the open networking business such as those promoted by companies like AT&T. first of all Q4 bookings were quite good both from current customers from the Infinera side, the Coriant side and also new customers. We grew backlog fairly significantly in Q4. We also will grow backlog in Q1. A number of the orders that we received in Q4 were actually for new builds. So if anything I'm more optimistic on the pipeline today than when I made the comment in Q4. I am very comfortable that we’re going to bring 800 gig to market. We are going to show the pic at OFC, our pic transmitting lasers. We’re going to have as we announced our DSP available in Q3 and our fundamental DCO working by the end of this year that says we will bring product to market sometime in the middle of next year. We're just not seeing much impact from dis-synergies Meta, even when we had, there was very small number of customer over laps. Even we had customer overlaps they were typically in different parts of the of the network. So we are just not seeing much - some dis-synergies in these customers.