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Infinera Corporation (INFN)


NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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10.35+0.84 (+8.83%)
At close: 4:00PM EDT

10.35 0.00 (0.00%)
After hours: 6:24PM EDT

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IPGPOCLREXELFNSRINVN
  • Upgraded to outperform
  • Close at$10.50
  • I wonder if INFN was upgraded...... so some traders could get their customers out of it, when it temporarily went up in price ?
  • INFN got three upgrades since 2017, when we are going to see these upgrades adding into the stock price? 
    Upgrade Goldman: Neutral to Buy ‎3‎/‎16‎/‎2017
    Upgrade Instinet: Neutral to Buy ‎2‎/‎10‎/‎2017
    Initiated Piper Jaffray: to Neutral ‎1‎/‎19‎/‎2017
  • Opticals up today, some by a lot. Must be some news item that affected the whole industry.
  • Now what??!!
  • Someone posted that CIEN may take over INFN, here are what I thought about:
    CIEN stock price: ~$24
    CIEN cash position: ~$945M
    Debt: ~$1.24B
    INFN market value is ~$1.5B, $265M cash and $135M debt
    So I can't see how CIEN could takeover INFN. If this is true, I believe INFN shareholders will ask >$15 per share!
  • What has taken a while to sink in. I don't know, coherently modulating optical carriers at 100s of GHz seems impressive to me. But apparently every tom #$%$ and harry can do it. Otherwise photonics technology wouldn't sport such dismal gross margins.
  • many years ago when INFN is at this level, market cap is ~1B, now it's 1.4B, that's how much it's diluted. This management and board should be kicked out if they still have any shame...
  • What driving this stock up today?
  • Wells Fargo price target - $13. Third analyst with price target equal to or greater than $13.
  • Will we stay above $10 before today's close? Cast your vote.

    I say NO!!
  • May be not
    Or sell high or higher
  • I'm ready to unload
    Any thoughts?
    Thx
  • The thing is. It has got to be a way bigger engineering challenge to develop a next generation highly integrated PIC compared to developing a next generation discrete photonic component. In fact I wonder if the realistic technological tradeoff here is whether it is inevitable that discrete photonic components will be more advanced than PICs and that the question is whether the integration benefits of a PIC that is not at the leading edge can outweigh the advantages of a module built from leading edge discrete components.
  • Any news..
    Anyone?
  • Lightreading had their yearly Leading Lights award dinner. Infinera was in the running for 2 categories but came up as the bridesmaid again, this year (against Cisco. Makes sense, seeing as how they've lost their revenue momentum and tripped over their new product cadence. Maybe next year they'll win in category, "Best Deal Maker"

    Most Innovative New Cable Product or Service Winner: Calix -- AXOS E3-2 Intelligent Node

    Most Innovative Video/Multimedia Product or Service Winner: SK Telecom -- Oksusu

    Most Innovative Mobile/Wireless Product or Service Winner: Qualcomm Technologies -- Snapdragon X16 Modem

    Most Innovative Telecoms Product or Service (Fixed/Carrier Ethernet/Optical) Winner: Cisco Systems -- Catena

    Most Innovative Enterprise Service/SMB Service Winner: Equinix -- Data Hub

    Most Innovative Cloud Service Winner: AT&T -- ECOMP (Enhanced Control Orchestration Management and Policy)

    Most Innovative NFV Deployment Strategy (Network/Data Center Operator) Winner: AT&T -- NFV deployment with AT&T FlexWare

    Most Innovative NFV Product Strategy (Vendor) Winner: ADVA Optical Networking -- Ensemble SmartWAN

    Most Innovative SDN/SD-WAN Deployment Strategy (Network/Data Center Operator) Winner: Colt Technology Services

    Most Innovative SDN/SD-WAN Product Strategy (Vendor) Winner: ADTRAN -- ADTRAN Mosaic

    Most Innovative Security Strategy Winner: Mocana -- Mocana IoT Security Platform

    Most Innovative Gigabit/Ultra-Broadband Service Winner: Starman Eesti AS -- 10-gigabit EPON service

    Most Innovative IoT/M2M Strategy (Service Provider) Winner: AT&T

    Most Innovative IoT/M2M Strategy (Vendor)
    Awarded to the vendor that has unveiled the most innovative Internet of Things/Machine to Machine (IoT/M2M) strategy during the past year.

    Winner: Nokia

    Most Innovative 5G Technology Strategy (Vendor)
    Awarded to the company that has outlined and clearly communicated an innovative, market-leading 5G networking technology development strategy during the past year.

    Winner: Nokia -- Nokia 5G FIRST

    Outstanding Transformation Strategy (Service Provider)
    Awarded to the communications service provider that has devised and implemented a transformation strategy of any kind (business, technical, cultural) that will improve its business

    Winner: Boingo Wireless -- Boingo's Transformation Story

    Outstanding Components Vendor Winner: Oclaro

    Outstanding Test & Measurement Vendor Winner: Viavi Solutions

    Outstanding Digital Enablement Vendor Winner: CENX

    Outstanding Communications Technology Vision Winner: Amdocs

    Company of the Year (Private) Winner: Vlocity

    Company of the Year (Public) Winner: GTT Communications

    Best Deal Maker Winner: Amdocs
  • I was never aware of Acacia until just the other day. They appear to do very similar technology to INFN except their PICs are silicon based instead of what INFN uses, InP I believe?

    I feel in hindsight that was a pretty big gap in my knowledge of the players in this field considering I've had some INFN stock for at least a couple years or so.

    The questions this leads me to are: 1). Those with technical expertise in this field, is it possible to anticipate which of these two PIC technologies has more capability to continue advancing rapidly in performance before it hits some sort of wall as far as what the physics will allow? (in business terms, that would translate to "which has the better future performance wise") 2). For PICs with comparable performance, does one have better potential to be the lower cost technology of the two? One would be inclined to believe that would be Silicon, but perhaps that would be way too simplistic a view.

    Anyway, I bought some Acacia just now, I like stocks that have been hammered hard based on a stumble in business performance that may only be temporary.
  • You may noticed that Infinera got two upgrades, more interest is upgrade from Goldman (Neutral to Buy) and see its short-term target moved to $15. It is time to load?
  • Should we double down on this stock?