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Technology Stocks : Infinera
INFN 6.750-1.3%Oct 4 9:30 AM EDT

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To: JCnieuwenj who wrote (4425)10/24/2023 11:51:30 AM
From: FJB   of 4442
 
Capital spending has certainly slowed down in this area, but the product and margin cycle are good for Infinera. They will not have positive comments about end markets, but that seems priced in at 0.5X sales.
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