Is her basement still the BART?
Kidding. I know you spend most of your time above San Bruno.
X, I am far from"all in". I really would like to take a much larger position but I just cannot get a bead on things. It does not mean I don't see the possibilities. I am just not quite as in tune with where we are as many of you seem to be.
Listening......btw, In now way criticizing, just trying to learn more.
Still reading through it. Am I understanding the cost of Revenue being down correctly from same q4-2013 and YOY in RnD, Sales and Gen-Ad?
How does that lead to higher revs but lower margins?
Again, thanks for your posts. You have helped me with this company quite a lot. (Though I clearly am still bringing up the rear in understanding their full picture.)
Nokia nor Alcatel can afford Infinera.
A few of the previously mentioned P/Es might be looking, but not NOK or ALU.