Infinera Corp. (NASDAQ:INFN)

CAPS Rating: 5 out of 5

The Company offers a complete solution for deploying infinera digital optical networks.

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Member Avatar SlothropsMonkey (84.01) Submitted: 3/14/2014 1:09:42 PM : Outperform Start Price: $12.14 INFN Score: -75.77

Monkey has been climbing this tree for over six years now, the idea being that as humans become more and more voraciously addicted to their gizmos and gadgets, the need for better data pipes and plumbing will increase exponentially. And INFN makes the best interwebs information pipes and plumbing solutions in the business, with a sweet razor and blade model that has tremendous margin potential down the road after the initial foundation of razors is sold far and wide. So as far as potential goes, this company has stupid large amounts of it. The downside is that the best technology doesn't always win in the IT infrastructure space due to pricing power wars and issues of size and scale––Infinera is a little guy––so patience and proper allocation considerations are required. Still, a little amount wagered on the right underdog can be just the Banana Hot Fudge Sunday you're looking for.

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Member Avatar doinitmyway (< 20) Submitted: 3/14/2014 10:07:29 AM : Outperform Start Price: $9.39 INFN Score: -8.65

I've watched this company for 3 years now, have owned it in the past and felt they weren't quite there yet developing their market and their ability to generate profits. The talking heads here believe they have the best product and are very close to the sweet spot, I believe them. I am concerned at insider selling reported on a consistent basis, I like to see management buying, not selling, and have held off buying for that one reason. However, they were recently upgraded and I am dipping my toes in the water once again.

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Member Avatar bcurtis9944 (21.22) Submitted: 3/12/2014 9:20:23 PM : Outperform Start Price: $9.78 INFN Score: -11.09

This is a contractor for a high speed internet roadway system that many companies would speed up their data speeds with. Simply the next generation cisco, with contracts starting to build. The next quarter earnings report with shed light upon with foreseeable growth.

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Member Avatar TMFInnovator (34.92) Submitted: 2/19/2014 1:31:23 PM : Outperform Start Price: $8.56 INFN Score: -0.50

I consulted my Ouija board last night, asking if Infinera was a good buy in the market today. The first letter came up as a "Y', so here I am..

First off, the backbone of the internet badly needs an upgrade. Cisco estimates that global IP traffic will increase 29% per year, reaching 110 exabytes per month by 2016. The network operators (Verizon, AT&T) can't keep up with the demand using current solutions (Infinera's competitors). Infinera's DTN-X solution not only speeds up the internet, but also simplifies life for the telecoms and saves them on operating costs.

This morning, the WSJ reported a developing feud between Netflix and Verizon, due to prime-time streaming speeds dropping 14% over the past month. The big telecoms are resisting CapEx spending for upgrades, right now charging fees to customers like Netflix who use the most bandwidth and distributing it accordingly.

But I think this is only sustainable for so long. Eventually, big customers (think Netflix, Apple, Facebook) which have huge member bases (some of which now in the billions) will eventually switch to whoever has the fastest connection. If it costs users an extra $10/month to NOT have Breaking Bad interrupted by that 'Rebuffering' status, there's probably a fairly large population that would pay it.

Once the first Tier1 transition happens, the faster internet will move from being a luxury to a necessity. No one will want to be the negative outlier, and the industry will keep pace with one another.

I think that will be a good day to be an Infinera shareholder. Outperform.

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Member Avatar AdanLozanoJr (36.84) Submitted: 2/16/2014 10:03:48 PM : Outperform Start Price: $8.63 INFN Score: -1.31

If Infinera gets that contract with Google, I would think this stock would become a 30+-bagger. Why? They are good at Fiber and Google is evaluating whether or not they should have them deploy their goal of nationwide fiber connectivity -- Infinera would be a wise choice. Anyone have a better choice?! Let's hear it because if they don't choose Infinera, they will choose someone else.

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Member Avatar GVFool15 (60.82) Submitted: 2/11/2014 8:18:44 PM : Outperform Start Price: $8.69 INFN Score: -3.09

Rising internet cosumption requires faster data speeds, which INFN provides to operators. HOLD for 3 years and check companies financials, and their progress in improving internet speeds.

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Member Avatar travlinmann (51.10) Submitted: 2/11/2014 1:44:23 PM : Outperform Start Price: $8.53 INFN Score: -0.16

Has all the right stuff to keep data moving. Processes internet activity quicker with lower power demands

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Member Avatar TMFAwesome (97.55) Submitted: 2/7/2014 10:57:25 AM : Outperform Start Price: $8.40 INFN Score: -2.08

Infinera develops switching technology to make fiber optic networks faster, cheaper, and easier to set up.

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Member Avatar CheerUp (61.45) Submitted: 1/31/2014 2:04:52 AM : Outperform Start Price: $8.85 INFN Score: -7.89

Q4 2013 impresses. Huge gap up on open. Clear sailing ahead.

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Member Avatar hip2bfool (87.63) Submitted: 1/30/2014 2:56:37 PM : Outperform Start Price: $8.89 INFN Score: -68.89

They are on the verge of landing a Tier 1 telecom. They have disruptive technology that performs. The sky's the limit.

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Member Avatar tiobueno (99.47) Submitted: 1/24/2014 3:47:44 PM : Underperform Start Price: $7.32 INFN Score: -13.76

Hedging

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Member Avatar Inhouseanalyst (24.60) Submitted: 1/21/2014 6:41:37 PM : Outperform Start Price: $7.55 INFN Score: +13.02

Oversold today

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Member Avatar ChemEngChap (< 20) Submitted: 1/21/2014 11:54:33 AM : Outperform Start Price: $7.64 INFN Score: +11.10

Just another pullback to take advantage of.

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Member Avatar PuddinHead42 (32.43) Submitted: 12/23/2013 3:12:23 PM : Outperform Start Price: $9.62 INFN Score: -12.59

Like the technology and finally seems to be at a price that has found the bottom and some upward momentum.

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Member Avatar spsu03 (< 20) Submitted: 12/1/2013 10:44:21 PM : Outperform Start Price: $9.29 INFN Score: -10.14

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.

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Member Avatar exoblight (< 20) Submitted: 11/29/2013 6:28:39 PM : Outperform Start Price: $8.97 INFN Score: -7.54

Maybe this will be the year the telcos finally decide to go 100 GiB

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Member Avatar FoolsGold0306 (62.64) Submitted: 11/1/2013 7:52:00 PM : Outperform Start Price: $9.90 INFN Score: -18.42

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

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Member Avatar TMFTailwind (57.75) Submitted: 10/24/2013 11:46:44 AM : Outperform Start Price: $10.36 INFN Score: -23.27

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.

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Member Avatar OceanJackson (68.85) Submitted: 8/8/2013 10:56:41 PM : Outperform Start Price: $8.25 INFN Score: -78.15

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.

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Member Avatar awinget (50.80) Submitted: 7/23/2013 4:20:33 PM : Outperform Start Price: $11.72 INFN Score: -36.23

Great product and huge potential for growth

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