Seems to be a lot of paid bashers here. Do you get a free happy meal per day for your efforts?
When you say BORON you are referring to byronangel? Yes he is a cheerleader, but he also obviously has a good grasp of this business and the technologies that are competing for the business.
One thing I wonder: Infinera's superior arcitechture would appear to be a great thing, but I wonder whether it does have some downside in this regard: How well is it suited to be a "second source" for a customer that relies on old fashioned technology such as that from Ciena? If a company has, for example, half Ciena equipment and half Infinera equipment, is there absolutely zero synergy between the two systems, or is there still some potential for economy of scale based on the company's combined equipment base from the two vendors?
What I am wondering is whether in the long term, customers are going to have to choose one way or another, are we going with Ciena or Infinera.
13 thumbs down? From what, people who believe OTN is indeed nothing more than a niche technology?
Sounds good, I just hope this is providing exposure to the right people, rather than just an opportunity for some beer-chugging football fans to get a look at some leading edge technology.
The ability of INFN's architecture to easily handle a network with a lot of nodes would seem to be a big selling point for a market like India.
Which goes to show, INFN is a growth play, and if the growth scenario plays out then it will be a good investment.
Yeah, I would think paying an arm and a leg for an asset acquisition does not look good for what we used to see as a level-headed oil/gas company.
Is there any overlap in Coriant/Sycamore business with Infinera's? Coriant stock looks like the company is on the fast track to going belly up.
msnbc guy, you don't fool anyone. You are a right winger doing a satire of a leftist buffoon.
They should buy Infinera. The technology leader in optical transport.
Hopefully that market share will grow to a lot more than 26%. I guess 50% market share would put them at about $10 billion annual sales?
I doubted myself when I refrained from buying VECO in the 20s on account of the very believable assertion by you guys on this board that the MOCVD glut was an accident waiting to happen. I guess I could have made a few bucks on the rally but I now feel like it was wise to listen to you guys.