did this bloated pos make a new high tammy?
so what are you saying again? LOL!
VZ will name names soon, and this one will not be named.
sorry longs. 10's are coming.
Ciena's forward guidance is good because they are taking share from also- rans like iInfinera. A research firm has also named them the #1 supplier to webcale customers and datacenters. Something that tammy has assumed applied to this bloated pos. despite all this Ciena is not a buy either. They are just the best house in a bad neighborhood.
Besides cleo, I still have your money from my successful September short.
this bloated pos has topped out. Wait until Ciena's earnings disappoint tomorrow. Then no one will care about the latest run of the mill contract with a 2nd tier reseller.
why andrew, thank you for making me your second post since you created this id 2 weeks ago!
say hi to tammy/kcap for me :-)
see kcap/tammy? I posted this on 9/18/2014-- in this thread.
"I was able to add to my short position @11.55"'
Go ahead check the time and sales. The cover at just over $9 is also posted.
I have stated many times in the past I have a short from $12+ from last year.
anyone who wants to see for themselves, can do so.
What next kcap/tammy, more lies- or a new id?
You would do well to cover. No one knows exactly when VZ names names. However rest assured this bloated little pos won't be named.
he made me? lol!
tommy, when someone posts something that another poster never said, all that does is show how out of ideas the fiction writer is. I have his money. All anyone needs to do is go back and see my posts for themselves. Short at 11.55, covered below 9.10. Its a matter of record.
No amount of twisting the truth changes that.
However I do have a short from last year at just over 12. And of course my recent short from 13.50+.
They will both be in the money sooner rather than later.
I never said 2 weeks ago kcaptammy. I said go back to September. Is September "2 weeks" ago?
The fact that they didn't warn only gave me the chance to short again. Its about making money tammy.
I took your money. You clearly are not over it.
Get used to it. Its about to happen again.
go back to September kcapex/tamaracktpg. My posts include a short at 11.55 and cover just above 9.
Infinera will most definitely see $10 again. It will likely see $7 again long term. Hype can only sustain the current share price for so long. Plus Infinera mangement has set themselves up to disappoint by providing overly aggressive commentary. As for Ciena hitting $20 again, if it does I will likely short that as well. Optical is a tough market with lower gross margins. Not a good place to invest though Ciena's valuation is much lower.
tammy? Byron? Little barry?
the recent underperformance is just a prelude to the big dump.
Time to face reality longs. Management has overpromised. The top is in and big money knows it. Soros is just getting started selling. One day soon you will turn on the computer and see this in the 10's.
And it will still be bloated.
kcap- yesterday morning you said I had no board credibility, despite my successful short 2 months ago and posting as I did it. Now you are asking my advice on how long it will take INFN to fill the gap to 10.60. Interesting.
The answer is known only by Verizon, when they name names for their buildout. This bloated pos has no shot, especially after the gaffe last year. My guess is the announcement comes in the next 60 days. Then tammy will be happy as he will be able to pump this from the 10's again. Only problem is --it will still be bloated in the 10's. Hype is not a tangible asset.
Infinera doesn't want or need Verizon?
Silly Tammy, wait until the names are named and this bloated pos is left at the alter.
10.60 might be sounding good to you then.
Some launch pad.
As I have said, the top is in. Hype simply does not flow to the top or bottom lines. Management has given overly aggressive guidance- and big money knows it.
$10.60 gap is the intermediate target.
Sentiment: Strong Sell
The only question is how long until the gap closes at 10.50.
I predict it closes the day after Verizon selects another supplier for their buildout.
And even at 10.50, this will remain bloated.
you may well have outdone yourself on this post Barry!
Eventually valuation will matter.
It always does
Bad news for longs.
Yes little barry, stuffing the channel is something that will help now.
But you will pay a steep price later. After the overly aggressive guidance given by management to pump this pig up, they will have little choice.
Now Tammy, whats disgraceful?
The fact that I still have YOUR money from My successful short 2 months ago?
I am down less than a buck this time around. I won't be for long though. Not only is this POS still incredibly bloated, but the market is looking to pull back.
Then of course we will be hearing from Verizon soon about their intentions. The new coat of paint that was applied to the failed pic technology in long haul will be rejected. I'm sure you will say thats a good thing as the Infinera heads back to the 10's.
the slides you have mentioned will one day likely be exibit A in a class action lawsuit by INFN investors. This management has made claims both technologically and business wise that are too aggressive. The lab environment is not the same as the real world environment. The VZ mess from last year should give pause to the prudent investor.
no need tammy,. What am I down a buck? You were recently down much more than that, lol!
This bloated pos is undergoing a blowoff top. Back to reality, and lower prices soon.
Besides like most adults I only have 1 id, unlike you.
the 10's---they will be revisited.