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

To: FJB who wrote (4174)	2/26/2020 12:38:13 AM
From: FJB	1 Recommendation Recommended By JCnieuwenj Read Replies (1) \| Respond to of 4443

WOW.: In XR, that is not a 2020 revenue, but as long as I've been in this business, I have never seen customer responsivity as strong to this technology and -- stronger to this technology than anything I've ever seen. They are fundamentally viewing this as an opportunity that they can actually rearchitect their networks and say somewhere between 50% and 70% of the costs moving forward. They start with a degree of skepticism and within a few meetings, meetings that they're insisting from a follow-up perspective on having, they are deeply encouraging us to hurry this up.