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Technology Stocks : Infinera
INFN 7.32+2.1%Nov 22 8:10 PM ESTNews

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To: Tartuffe who wrote (3311)11/9/2017 11:40:41 AM
From: FUBHO1 Recommendation

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Tartuffe

   of 3340
 
The slip of 3600 and AOFX1200 into Q1 are a trivial matter compared to what has happened at CenturyLink/Level 3. Their current spending is at about 1/3 of historic levels. While the CEO took full responsibility of the slipped product schedule, this merger of customers was completely out of his control.

And showing their product roadmap was most likely a response to the analyst report that claimed there would only be 2 DSP suppliers in a few years without Infinera. You can't have your customers think you are exiting the business as was implied by that mistaken analyst.
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