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.
The dude on this board who was posting over and over again that there was huge MOCVD overcapacity appears to have been dead on.
At first glance I don't see anything wrong with this company. I personally don't tend to buy stocks of companies with net debt, but that is the situation of most companies and it is rarely a problem, certainly it shouldn't be for a company that is profitable like this one.
What has always concerned me about rare earths is that they tend to look attractive relative to current metals prices, but if some of the new deposits go into production there will be such a glut that prices could plummet.
Thus, the golden goose may lay a poison egg.
Just one of those nasty ironies when it comes to the minerals sector. It seems like 90% of the time the way the minerals markets work is that heads someone else wins and tails I lose.
That's why I'm pretty much out of the sector except my one great white hope, Sabina Gold and Silver.
If there's anything to complain about it would the that the public could complain that if you keep your withdrawals from your IRA under 44k then you become a freeloader off the public for the subsidy you get under Obamacare.
I will be such a freeloader and if someone makes that argument I will say they are absolutely right. The Obamacare subsidy is going to be a godsend for me until I reach age 65, but I will also realize that I will owe the American taxpayer a thank you for the subsidy I am going to get.