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The Company offers a complete solution for deploying infinera digital optical networks.
INFN has several big potential catalysts coming in 2014-2015. The 100G market is expanding by all reports and they have some trials going with some big players like Verizon. This could be a very good stock over the next two years.
Maybe this will be the year the telcos finally decide to go 100 GiB
INFN continues to grow. Another solid quarter. Hopefully a few more large Tier 1 customers are soon to be announced(Verizon). IMO a great time to get in on what should be a great company to own for a long time
Short term earnings-related concerns are providing an opportunity to start a CAPS position in a company that's poised grow market share in an fast-growing market. Gross margins in the most recent quarter exceeded management's expectations, and they should remain strong as the company grows due to economies of scale. I like this company at this price over the next 5-7 years.
Moving in on both Verizon and AT&T as a second source 100 Gbps gear provider. This is a very interesting play, especially given perceived upgrades in telecom fiber-optic networks.
The new Telco cycle is upon us. 100g, optical, OTN, convergence, meshed architectures, massive bandwidth demand increases, a simplification and cost reduction of Network Infrastructure, while at the same time, making networks much more powerful, and intelligent. That's what spending is going towards, right now, and Infinera is beautifully positioned to meet these needs with the leading Optical gear and PIC's.They are the market leader in 100g optical. They have won industry wide acclaim for their technology. Fundamentals are currently strong, and strengthening over the last 3 quarters. DTN-X footprint expanding rapidly. Good international growth, winning Tier 1 clients across the globe. Money managers adding to their INFN positions recently. Analysts with a net buy rating and higher price targets. Industry competitors showing strong results across the board, confirming & echoing the cycle. Industry research groups demonstrating increasing carrier spending and projecting big growth through 2018. Stronger financials than immediate competitors ALU & CIEN. A niche telco vendor in the right place, at the right time. A decently strong buyout candidate - once they get any nibbles from the likes of Verizon or AT&T. And btw, the ongoing R&D work they're doing with Verizon, and public appearances with VZN bode well.Infinera is the highest rated Information Technology stock here on the Fool. Sort the stocks in CAPS by number of total votes, take the percentage of Outperform calls on the list, now rank it - Infinera is the 19th most bullish stock overall in CAPS, and the #1 Information Technology company.Simply stated, with Infinera we have a thoroughbred champion racehorse, that only a major macro level economic disaster that takes down the recovering economy, and plunges us back into a deep recession or depression, can stop. If you bet against INFN, you're betting on an unforeseen disaster striking. I'll take my odds and go long on INFN. After 6 years of disappointment in the stock market, with an IPO that makes Facebook's look great, Infinera's time, with the new cycle, and being positioned at the top, in the perfect place at the beginning of it, makes them a great pick to outperform for years to come.
Great product and huge potential for growth
Networking stock was dead money for a long time now on the move
The market has finally spotted INFN! I'm reloading.
100GBS solution was setup in 12 minutes and demonstrated.
Faster optical networks are needed for the increase in bandwidth demand for downloading more and more videos, movies, video conferencing... This stock is about to start generating cash flow and will show a hockey stick growth.
This stock is at its reflection point: be very big or die. The upside is much better and risk/reward is good
Faster optical networks are coming, but big players are careful about upgrades. Once the Infinera DTN-X platform gains a track record at small communication providers, the big telecoms will place big orders. When that happens, the stock will skyrocket.
buy on dip
Internet continues to keep upgrading and INFN can meet those needs.
The backbone of the Internet badly needs the sort of upgrade Infinera would provide: http://www.fool.com/investing/general/2013/02/07/10-stocks-to-buy-in-february.aspx
Quality management and leading product.
jgknot picks Infinera
Momentum is building
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