| 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 |
| | Infinera | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| 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... |
| | Infinera | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: FJB who wrote (4433) | 3/28/2024 12:12:26 PM | | From: JCnieuwenj | | | | Indeed. The recent run might be because some people notice that INFN seems to be in a good position to benefit from this traffic increase.
About time, all in all, my cost per share is 8.75...
I hang in there, the CCs are well prepared, news are going into the right direction. |
| | Infinera | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: FJB who wrote (4435) | 4/2/2024 4:20:00 AM | | From: JCnieuwenj | | | | | I wish I could say the same. Still having my position in SQNS, which is now lost money. Glad I could by some more INFN @ 3.20 though. Now my largest position. The volume is especially intriguing... |
| | Infinera | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (4) |
|
| To: FJB who wrote (4437) | 5/14/2024 2:01:58 AM | | From: FJB | | | | INFINERA MAKES THESE
broadcom.com
Bolstered by the new OIF Implementers Agreement (IA), co-packaged optics now have a much more straightforward adoption path within data centers. Additionally, this new interface standard explicitly created for the age of latency-sensitive traffic, such as that made by the burgeoning AI trend, provides an additional and crucial enabling factor.
www.cir-inc.com
Total CPO market 2022-2028.
In its latest co-packaged optics modules report, CIR forecasts that the market will reach $5.5 billion in 2027, including near-packaged optics (NPO) products.
“CIR sees tremendous potential for co-packaged optics that can begin to be realized in the next two years,” said CIR’s President and the report’s author, Lawrence Gasman. “CPO provides a pathway to 1.6T and beyond.”
A big consumer of CPO will be data centers.
CIR predicts that data centers will generate over $19 billion in aggregate spending on CPO over the 2023-2028 period. The research firm said there will be significant deployment of CPO in the access network, reaching $323 million in access deployments in 2027.
Further, CIR noted that the emerging approach that combines CPO with chiplets represents an “inflection point in the evolution of optical integration.” While this type of optical integration does not yet have a name, CIR said it differs from the approach based on novel materials.
Initially, CPO was seen as a way to protect US firms from Chinese transceiver competitors. CIR noted that the Chinese players have set up a CPO development organization to place CPOs deep in the network. Also, the research firm’s review of technical papers suggests that some of the more prominent Chinese transceiver companies have advanced plans to offer CPO products. |
| | Infinera | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| |
