| To: JCnieuwenj who wrote (4421) | 10/18/2023 12:44:39 AM | | From: FJB | | | | | I saw a pallet of medium sized boxes of Infinera gear on the dock where I work. Not going to the data hall I work in... It was probably a $1 million pallet. The company that ordered should probably not leave it sitting in the dock. |
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| To: JCnieuwenj who wrote (4421) | 10/23/2023 11:17:18 AM | | From: FJB | | | | | I saw a second smaller pallet with smaller boxes with Infinera on the side at my data center. Oracle is the only other tenant in our building. I am friends with guy that runs the operation there, but I don't want to seem nosey. I might be asking him for a job, once they are built out. |
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| To: JCnieuwenj who wrote (4421) | 10/23/2023 9:04:20 PM | | From: FJB | | | | Two more big pallets of big boxes of Infinera stuff now on the dock. They better start installing soon. Dock is getting full.
Sorry for the inane reports, but I bought a shitload today, so I am excited to see more product out in the real world. lol |
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| To: FJB who wrote (4424) | 10/24/2023 3:23:20 AM | | From: JCnieuwenj | | | | No problem, I am myself debating daily about buying more. What happens with this kind of price action is either not to miss or rather the sign of really really bad times. Can't decide.
As my average price is around 9$, I already lost a pile of money with INFN, so tough decision for me.... |
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| To: JCnieuwenj who wrote (4425) | 10/24/2023 11:51:30 AM | | From: FJB | | | | | 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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| To: FJB who wrote (4427) | 10/30/2023 1:06:59 PM | | From: JCnieuwenj | | | | Well, 31% lost last month from an already very low share price.
Now below the all-time low.
No bad company news...yet. I honestly can't understand, unless there is some fraud/reporting/corruption issues going on.
How low can this stock go??? |
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| To: FJB who wrote (4429) | 11/9/2023 3:19:43 AM | | From: JCnieuwenj | | | | So there was an accounting "issue" at the end. Fortunately, it does seem small and, importantly, easily resolved.
Numbers are good, no bad surprises, good forecast taking into account the optical market. Today should be a good day, it's been a long time coming !
PS : my average price came down to 8.7 with 2 more share purchases in the low 3. Still a looooong way to go |
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| To: JCnieuwenj who wrote (4430) | 11/9/2023 3:23:30 AM | | From: FJB | | | | | I was at work, and totally forgot about Infinera. My average is near here now. Will share my thoughts tomorrow after I read CC... |
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