A bullish response to quarterly is more than just good short term for shareholders. What is probably Infinera's weakest point? That they are not a multi billion dollar tech giant. Some customers may be hesitant about betting the store on a vendor that, while it may be the acknowledged leader in the technology, does not necessarily have the same clout as companies of larger size.
But a ringing endorsement of the company by the investment community helps bolster INFN's credibility in that area.