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


To: JCnieuwenj who wrote (4436)4/8/2024 10:12:16 PM
From: FJB1 Recommendation

Recommended By
JCnieuwenj

  Read Replies (1) | Respond to of 4443
 
Infinera optics everywhere thanks to AI boom?

lightreading.com



To: JCnieuwenj who wrote (4436)5/16/2024 2:48:17 PM
From: FJB  Respond to of 4443
 
FREE MARKET RESEARCH DOWNLOAD

Coherent Pluggable Optics: A 2023 Heavy Reading Survey

infinera.com



To: JCnieuwenj who wrote (4436)5/16/2024 3:00:44 PM
From: FJB  Respond to of 4443
 
I applied several times for a job with Oracle in the same data center I currently work in. Unfortunately, I did not get the job. I would have loved to have seen how they are using all the Infinera gear they had on the dock. Oracle are occupying and building out the rest of the space in the building. I am friends with the person that runs their operations there, and he says some of the employees are not very good, so maybe I will have more opportunities in the future. Most of Oracle's systems are GPU cabinets for generative AI. I think the company that owns the building might have overpromised on the power capacity. There seem to be issues turning up already installed systems.



To: JCnieuwenj who wrote (4436)7/7/2024 11:40:03 PM
From: FJB  Respond to of 4443
 
$2.3 BILLION price would put us near $10, but here it is at $6.15. That is unusual...