It seems that some initial percentages were removed from the article, per your post.
While I'm not sure where those percentages came from perhaps the following will shed some light.
According to an Investor's Business Daily column by Pete Barlas (3/25/15), where a Catherine Trebnick (analyst for Dougherty and Co.) says that CIEN will likely get more than the 15% she had originally estimated from the deal. She goes on to say "Our back-of-the-envelope estimates at midpoint of $350 million with Ciena share ranging from 30% to 50% could drive an additional $35 million to $58 million a year in revenue, or 1.3% to 2.1% to the top line in 2016."
Bull, not that I'm one to quibble over the small stuff, but the only statement in your post that came from Fierce Telecom article is your first sentence.
Where did you get the rest of your post, or is it just opinion?
Just some more opinions Tam-but you are putting your money where your mouth is and nothing wrong with that.
We'll eventually all see how this shakes out and I certainly don't have any problems with INFN's growth in their stock price. I've got some shares purchased below the $7s and have accumulated quite a bit, since then. As you say, plenty of feasting in this sector for the next while. Best of luck.
OK king, you've made an assumption that you can't back up. Pretty much nobody would have to include CSCO and Alcatel, and as for their technology, how about asking their customers?
For some reason both you and Tamarack need to badmouth another company as some sort of recognition for INFN-it's not necessary, IMO.
Tamarack, my comments on the other topic are not meant to diminish this post. And, by the way, I am long both CIEN and INFN and I follow MKM Partners regularly-Genovese has for a couple of years now been fairly positive on both companies. Nothing is this post suggests that INFN is or will be eating CIEN's lunch, yet it reads to my liking.
Just another opinion king!
Who knows, you could even be right. Tamarack seems to think that opinions are the same as answers. You too?
If you notice in your "last topic post", you will see Genovese mentions INFN being competitive to CSCO and Juniper (not CIEN). What answers do you refer to?
Thanks tamarack but your position hardly covers Byron's comment.
And your comment is nothing but an opinion! Opinions are nice, but not what I'm looking for.
OK Byron, again to specifically object to your comment about customers like Verizon "want a low performance product", here is a quote from MKM Partners Genovese in Barron's article: "Over the past year the company has won every meaningful Metro 100G deal in North America. It also has strong momentum in the data-center interconnection market, along with Infinera and ADVA."
What say you??????
Not to disagree with all you say here byron, but when asked about the competition from INFN, relative to web scale data centers, CIEN CEO Gary Smith (in their recent CC) said "..if you think about the metro opportunities to-date with the tier 1s it's probably more on a global basis Alcatel and Cisco that we would compete with."
And I think Verizon would object to your suggesting that they want a low performance product.
Me neither, rab!
According to article in FierceTelecom, CSCO landed the lead with CIEN-article also stated a comment by Andrew Schmitt that it had been expected that CIEN would get the lead but CSCO needed to make a few milestones along the way to keep the lead. With that said, we see that CIEN is up and CSCO is down. Go figure!
As I stated earlier sillycon3, did you have a reason for posting this information, here?
Not exactly "dead money" sillycon3, your investment has been underwater big-time for most of that period. Tough position to put that much money-are we to feel sorry for your position and what is your purpose for giving us this heads-up?
Those calls don't expire until close tomorrow, so who knows what occurs then-might even be a try to remove those $20s.
Well grow, I'll take a stab at it. First is Zack's not so great report on the stock and also with tomorrow's expirations of large numbers of calls being allowed to expire worthless is another part of it. Just my opinion!
Yessir Joe, I'm thinking posting_from_office had it right on about your losing your mind, from being on the wrong side of this stock! That must have put a pretty good dent in your net worth.