% | $
Quotes you view appear here for quick access.

Infinera Corporation Message Board

p1turbo2003 10 posts  |  Last Activity: Oct 13, 2015 4:04 PM Member since: Sep 21, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    SFLs I am back

    by your_no_bias_buddy Oct 9, 2015 4:38 PM
    p1turbo2003 p1turbo2003 Oct 13, 2015 4:04 PM Flag

    "I went long today."

    and you lost a quick $2/share

    nice going stock pro

  • Reply to

    SFLs I am back

    by your_no_bias_buddy Oct 9, 2015 4:38 PM
    p1turbo2003 p1turbo2003 Oct 10, 2015 1:22 PM Flag

    welcome back stock pro

    hope those are not the same birdies that told you that vz was a done deal...we all know how that turned out.

    big day 10/27

  • Reply to

    MKM Partners is predicting 32% revenue growth

    by byronangel Oct 8, 2015 9:33 AM
    p1turbo2003 p1turbo2003 Oct 8, 2015 12:07 PM Flag

    is that all organic growth…

    or does that include #'s from transmode as well

  • Reply to

    Needham Upgrades From Hold to Buy $24PT

    by larrycindea Oct 8, 2015 7:50 AM
    p1turbo2003 p1turbo2003 Oct 8, 2015 8:38 AM Flag

    was wondering when ole alex was gonna come back on board.

    remember….he went form 'buy' to 'hold' way back when stock was about $15 and he had a price target of $16….saying he was concerned on valuation/ability to beat comps from prior years going forward.

    then to his credit…admitted he was 'wrong' on the conf call and wished he had 'stayed with it' longer.

    but ever since then….has kept his 'hold' rating…waiting for a better entry as the stock climbed to $25

    finally he has joined the party

    welcome back

  • Reply to


    by p1turbo2003 Oct 7, 2015 8:26 AM
    p1turbo2003 p1turbo2003 Oct 7, 2015 8:36 AM Flag

    "Cloud Xpress Shipped in Q3 – On Track... In recent weeks, we’ve been incrementally concerned that company hadn’t yet shipped the 100G version of Cloud Xpress (they previously indicated that they would ship the platform during Q3). Our concerns stemmed from the fact that they had not issued a press release indicating that they shipped the solution (they did issue such a press release when they originally shipped the 40G version last December). Based on our conversations, we now understand that they shipped the 100G product and elected not to issue a press release (their Cloud Provider customers prefer not to be associated with press releases by vendors). More importantly, we remain very confident in the strength of their competitive advantage vis-à-vis Metro DCI solutions announced by other vendors."

  • Reply to


    by p1turbo2003 Oct 7, 2015 8:26 AM
    p1turbo2003 p1turbo2003 Oct 7, 2015 8:29 AM Flag

    "As we’ve stated previously, Infinera has the makings of a great growth stock in our view. They offer: 1) durable competitive advantage; 2) massive TAM expansion and associated revenue growth; 3) margin expansion; 4) room for multiple expansion; and 5) a consolidating competitive environment. Infinera is expanding its addressable market from roughly $4.5 billion/year (the Long Haul WDM market ex-China) to a $15 billion / year market (Long Haul + Metro WDM) by 2019 (Infonetics). Based on our recent conversations, we still believe that most investors under-appreciate the company’s revenue opportunity in the Data Center Interconnect market. Infinera is becoming a play on East-West traffic growth at Cloud Providers like Microsoft (MSFT, $46.75, Underperform), Google (GOOG, $671.64, Buy), and Facebook (FB, $92.80, Buy). That’s a critical element of the story in our opinion. Further, we expect the organization will execute well against the Transmode integration and begin to generate traction in the broader metro WDM space."

  • p1turbo2003 by p1turbo2003 Oct 7, 2015 8:26 AM Flag

    "We walked away from Infinera's Analyst Day in Silicon Valley with a heightened sense for the company's ability to execute on R&D/Product Development, Sales & Marketing, and merger integration. We continue to rate the shares a Buy.

    The New XTC-2 System – Right on Cue... We had expected this product which comes as two new form factors for the DTN-X family – the XTC-2 and XTC-2E. The new offerings enhance Infinera’s market opportunity by allowing them to compete more effectively in situations where there are a significant number of Add/Drop (ROADM) locations along a long haul route. They’re based on the company’s “sliceable” PIC chip technology originally announced in March at the OFC trade show. The XTC-2/2E will ship commercially in Q4.

    The New XT-500 (This One, We Weren’t Expecting)... The new XT-500 – in a nutshell – could be viewed as a long haul version of the Cloud Xpress. Developed based on feedback from Cloud Providers, it is used to interconnect Data Centers in a long haul environment. The XT-500 will begin shipping this quarter (Q4). We suspect that the offering may cannibalize the DTN-X in some applications (the offset here could be improved market share)."

  • Reply to

    Pre announcement

    by captainbitter Oct 5, 2015 3:17 PM
    p1turbo2003 p1turbo2003 Oct 5, 2015 3:52 PM Flag


    but they did when they announced the transmode acquisition

  • p1turbo2003 by p1turbo2003 Sep 11, 2015 11:32 AM Flag

    Join Us for a Live Webcast

    October 6, 2015 | 9:00 AM - 10:30 AM PDT

    Highlights of the webcast include:

    Tom Fallon, CEO of Infinera, discussing Infinera’s business performance and strategy

    Dr. Dave Welch, co-founder and president of Infinera, addressing how Intelligent Transport Networks are transforming and enabling massive growth in traffic from Cloud services

    Karl Thedéen, managing director of Infinera’s Metro Business Group, unveiling the Infinera metro portfolio

    Panel featuring executives from leading network operators discussing their challenges and network transformation imperatives

  • p1turbo2003 p1turbo2003 Sep 3, 2015 11:34 AM Flag

    one of the (many) differences betw cien and infn is…

    cien seems to overpromise and underdeliver quarter after quarter

    infn seems to underpromise and overdeliver quarter after quarter

22.08+0.05(+0.23%)Nov 24 4:00 PMEST