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Technology Stocks : Infinera -- Ignore unavailable to you. Want to Upgrade?


To: inefficient who wrote (4237)7/20/2020 11:45:32 AM
From: FUBHO1 Recommendation

Recommended By
inefficient

  Respond to of 4277
 
Then you add in XR optics for aggregation, and they look very well positioned.



To: inefficient who wrote (4237)8/5/2020 2:18:35 PM
From: FUBHO  Respond to of 4277
 
A buy ahead of earnings would be a bet on 600G fill and 800G pull in/massive trials. I don't think I have the guts, based on the last few years.



To: inefficient who wrote (4237)8/5/2020 4:50:00 PM
From: FUBHO1 Recommendation

Recommended By
JCnieuwenj

  Respond to of 4277
 
Their presentation says record 800G trials and this is part of one slide. They are ready to crush it again. Although the guidance for next Q doesn't look great. Probably China Virus uncertainty.

s21.q4cdn.com




To: inefficient who wrote (4237)8/7/2020 12:29:34 PM
From: FUBHO  Read Replies (1) | Respond to of 4277
 
I don't think the market appreciates the superiority of Infinera at this point. They are in a dominant position technology wise. They could always be late with shipping I suppose...