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

To: FJB who wrote (4251)	8/8/2020 1:46:50 PM
From: inefficient	Respond to of 4443

i think it's hard to reconcile because it seems too good to be true and their competition (Nokia) went so far far as to blog about it. Infinera did a good job refuting NOK's claims when they gave details of the Windstream and Verizon trials, but until it shows up in the income statement, or news of big P/Os from tier 1s start to leak (this industry is loose lipped) the market will continue to discount it IMO. FWIW, i do think the opportunity is large here. Potentially very large, which may be why we're seeing the leadership changes. Perhaps would be customers - very large ones - weren't comfortable with Tom Fallon, or were more comfortable with Dave Heard.