Infinera Corp. (INFN)

kirchweih (61.39) Submitted: 12/14/07 1:03 PM : Start Price: $16.87 INFN Score: -2.74

Wide moat and (most important IMHO) the economics of increasing bandwidth over existing fiber vs. laying new fiber is a no-brainer. The BW glut (overcapacity) is evaporating. Netflix, Blockbuster, Google, Verizon, or whoever is going to deliver all my 'content' (phone, video, internat access) someday over fiber. Oh yeah - and it's a RB pick. So there!





Disclosure: CAPS 4 me = RLP!

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