Infinera Corp. (INFN)

KatWoman50 (51.97) Submitted: 2/13/08 12:05 PM : Start Price: $14.17 INFN Score: -13.42

Optical switching on a chip is cheaper, faster. Rulebreaking technology. Downside is cyclical nature of telecom network buildout, few customers account for most of the business and little international exposure. These last 2 are also opportunities fo...

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TMFBreakerJava (99.32) Submitted: 11/25/07 2:42 AM : Start Price: $20.81 INFN Score: -26.87

Optical switching on a chip is the breakthrough technology driving this company's explosive growth. Optimizing optical networks can greatly increase their throughput and Infinera's technology allows providers to do this in a cost-effective way. With ...

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Gabers11 (< 20) Submitted: 3/05/08 4:50 PM : Start Price: $11.61 INFN Score: -1.82

This is the next ISRG and it is the very definition of a Rule Breaker. The more I read about this company the more I believe in its truly disruptive technology, I think this company will blow away analyst estimates and grow exponentially due to the e...

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gse46 (< 20) Submitted: 2/05/08 11:02 AM : Start Price: $10.61 INFN Score: 2.46

For those of you that may be new to INFN and wonder what all this mombo-jumbo is all about?....I highly recommend spending a quick 10 min or so at Infinera website: http://www.infinera.com/j7/servlet/HomePage
(some old school Fool advice) Even if you...

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JMB21 (61.35) Submitted: 9/01/08 6:11 PM : Start Price: $11.43 INFN Score: -5.37

I'm picking INFN based on my search for companies set to profit from macro-trends. In INFN's case, the trend is for increasing need for network and fiber-optic capacity. INFN designs, manufactures and markets disruptive technology that allows for s...

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MJKpayday (94.99) Submitted: 2/03/08 10:55 PM : Start Price: $14.89 INFN Score: -15.49

If today's fiber optic network were compared to the American highway system than tomorrow's fiber optic network with Infinera technology may as well be the German autobahn system. The company had a breakout quarter and is poised for huge growth in t...

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cells200 (< 20) Submitted: 6/20/07 6:03 PM : Start Price: $23.97 INFN Score: 28.71

Too much debt. Growth by acquisition only.

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TokReason2 (< 20) Submitted: 1/24/08 9:33 PM : Start Price: $10.56 INFN Score: 2.96

At the bottom of the bear market in October 1974 a Forbes article interviewed Buffett. Buffett, for the first time in his life, made public prediction about the stock market.





"How do you feel? Forbes asked.

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dapscaps (26.30) Submitted: 7/31/07 1:13 AM : Start Price: $23.50 INFN Score: -29.20

Infn has the tech nobody could develop when the buble burst in silicon valley. Now they need to get the customers and they will as the demand for bandwidth heats up. Just look atXO the most recent customer who doubled their width with the Infinera DT...

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kirchweih (41.81) Submitted: 12/14/07 1:03 PM : Start Price: $16.87 INFN Score: -17.16

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 m...

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