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Technology Stocks : Infinera
INFN 7.36+0.5%Nov 24 5:10 PM ESTNews

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To: FUBHO who wrote (3305)11/9/2017 7:22:29 AM
From: FUBHO1 Recommendation

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JCnieuwenj

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  • if we look internally how ICE4 is ramping in comparison to how ICE3 ramped, we're actually on track to be at the same level or faster in the first couple of quarters of both bookings and shipments. And ICE3 Gen 3, as you remember, was material to creating a series of successful years as we significantly outgrew the market.
  • The challenge with ICE4 is not the products that are shipping, it's the products that we still have to make ship. The XT-3600 and the AOFX1200 slipping in the quarter is an error on our part. I take responsibility.
  • The point to me is Netflix will have recently done a complete and exhaustive review of all products in that form factor that are available in the market, and they picked us.
  • We are seeing great acceptance of our Gen 4 optical engine in the most stringent applications, which are the subsea
  • the Gen 3 product, when it came out, we saw similar types of response functions, and we still have a couple products left to go on the Gen 4 and getting it out there.
  • We never say 100% sure, but we are highly confident we are not losing market share within the CenturyLink or Level 3 footprint, either combined or separated. I believe that they have just gone on a complete avoidance of capital expenditure.
  • That's actually interesting in that in general, we're selling a lot more footprint. We're actually even selling footprint to those guys.
  • are you just selling footprint into CenturyLink and Level 3 currently? Thomas J. Fallon - Infinera Corp. Yes.
  • but we continue to see situations where competitors bid very aggressively on deals. It's not a new phenomenon. It just continues to be painful.

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