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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 (3312)11/9/2017 12:34:32 PM
From: Tartuffe  Read Replies (1) of 3340
 
we await evidence of integration/turnaround progress before turning more constructive
Perhaps bookings are not materializing because they have not been able to implement a strategy that offers competitive products and services while all this finalization / integration is going on- This is something that INFN equipment wavelength provisioning could help them with -The equipment upgrade would lower their OPEX costs at the same time, making an aggressive CAPEX plan an absolute necessity - Unless the new behemoth gets bogged down in new culture power struggle dynamics etc. formulating and implementing a new strategy should not take more than a quarter or two....The combined entity has the potential to roar, but it is yet to be seen if the synergies/scale will make them soar or bog them down in a behemoth beauracracy that can not be nimble or innovate like the old stodgy telecos - They should look to Zayo and other small innovators for a guide- If they don't follow suit and offer SDN solutions that can be quickly and flexibly provisioned, they will lose market share to those smaller nimble innovators who can offer that managerial flexility at a lower cost who will eat their lunch- The same thing could be said about the optical equipment business- Either all the R&D innovation and expense will pay off or it wont, but the cut throat price war in non- SDN equipment will end at some point as equipment price has to account for OPEX and SDN advantages-
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