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Infinera Corporation Message Board

  • ragingbullbuyandsell ragingbullbuyandsell May 16, 2013 4:25 PM Flag

    Ita Brennan discusses Level3 at recent JPMorgan conference (not much said)

    JPMorgan Moderator:
    Okay. Another thing that's been in news lately that seems like it would affect you guys, there's Level 3 in Huawei, there's been quite a bit of talk of security concerns about Level 3, do they continue to use Huawei and then if they you roll to bought back 18 months ago the whole worry was you guys were losing tons of share to Huawei which never been materialized. So I just wonder did you guys comment on what you think is going on at Huawei at the moment and do you feel like you’ve got incremental opportunity there?

    Ita Brennan - CFO
    Yeah, I mean, I think you know good news is people were worried, we couldn’t absorb kind of losing that revenue stream and I think we've done that right. So Level 3 is still a customer but they are obviously not in anyway as significant as they were. The public records from Huawei is their presence is North America is not going to expand and they are likely going to retract from the US markets. Level 3 in particular to talk about that is tough right there, they are a customer. We have ongoing relationship with them. We have a significant install base with them and we would expect to have a play in any RFP or any other activity that they have around deciding what they do next, right. We've maintained good relationships with them over the last couple of years and we will see what happens there.

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