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Infinera Corporation Message Board

  • long_term_cap_gains long_term_cap_gains Apr 29, 2013 12:56 PM Flag

    A new and bigger Tier 1 Carrier Win would kill the shorts yet again

    This past quarter results have demonstrated where this Company is going. Be mindful that a new and bigger Tier 1 Win is not out of the realm of possibilities.

    If you are short, protect your money, get out.

    Sentiment: Buy

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    • Well, with a major consumer demand for larger quantities of data transmission, and CIEN and INFN expected to be the main suppliers in this market, I sincerely hope more tier 1's are"not out of the realm of possibilities", I hope that we see a number of such wins within a year or so.

      • 1 Reply to bot_feeder
      • VZ and T have been busy rolling out their LTE and 4G networks, that consumed a lot of resources. That has largely been done, now they can focus on their long haul network segments.

        I believe we see one in the second half. Big overseas Carriers could follow within a year. I keep hoping India moves but India is a mess when it comes to roll outs, it is mired in politics and bureaucratic affairs. Some day it will be awarded, it is a very large project and I would think there is plenty of money for both CIEN and INFN.

        Sentiment: Buy

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