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 mackwilliams (< 20) Submitted: 7/23/2014 12:22:14 PM : Outperform Start Price: $9.23 INFN Score: +2.44

infinera has all the right things going for it....new technology that is way ahead of the crowd and good corporate leadership.....I am surprised that the market place is so slow to recognize the pluses.....just look at invn.....what a run up with their technology advancements ....I am just wondering when InFn will see the stock price valuation that recognizes their product in the market place.

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Member Avatar TMFtheEdge (98.92) Submitted: 7/3/2014 2:34:23 AM : Outperform Start Price: $8.51 INFN Score: +3.90

2014-02 Update

Infinera presents a strong case with its "only me" (not "me too"!) integrated Photonic ICs and vertical integration. It's not the technology I am worried about, but the appreciation that the price/ROI conscious customer will have for it -- that, and the high employee compensation.

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Member Avatar BlkZ06 (< 20) Submitted: 5/30/2014 9:46:35 AM : Outperform Start Price: $9.22 INFN Score: -0.67

They are ahead on capacity right now but it's better being ahead of the game so that when there is a demand, they will always have a leg up on competition. Could be 70/share in three years or less.

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Member Avatar SlothropsMonkey (84.90) Submitted: 3/14/2014 1:09:42 PM : Outperform Start Price: $12.14 INFN Score: -76.27

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: -6.09

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 (24.01) Submitted: 3/12/2014 9:20:23 PM : Outperform Start Price: $9.78 INFN Score: -8.73

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 (24.94) Submitted: 2/19/2014 1:31:23 PM : Outperform Start Price: $8.56 INFN Score: +2.64

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 (37.66) Submitted: 2/16/2014 10:03:48 PM : Outperform Start Price: $8.63 INFN Score: +1.77

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 (45.38) Submitted: 2/11/2014 8:18:44 PM : Outperform Start Price: $8.69 INFN Score: -0.10

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 (40.36) Submitted: 2/11/2014 1:44:23 PM : Outperform Start Price: $8.53 INFN Score: +3.01

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

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Member Avatar TMFAwesome (97.23) Submitted: 2/7/2014 10:57:25 AM : Outperform Start Price: $8.40 INFN Score: +1.06

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

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Member Avatar CheerUp (67.84) Submitted: 1/31/2014 2:04:52 AM : Outperform Start Price: $8.85 INFN Score: -5.12

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

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Member Avatar hip2bfool (86.26) Submitted: 1/30/2014 2:56:37 PM : Outperform Start Price: $8.89 INFN Score: -68.33

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 Inhouseanalyst (25.89) Submitted: 1/21/2014 6:41:37 PM : Outperform Start Price: $7.55 INFN Score: +17.07

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: +15.03

Just another pullback to take advantage of.

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Member Avatar PuddinHead42 (28.70) Submitted: 12/23/2013 3:12:23 PM : Outperform Start Price: $9.62 INFN Score: -10.24

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: -7.60

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: -4.80

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

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Member Avatar FoolsGold0306 (59.44) Submitted: 11/1/2013 7:52:00 PM : Outperform Start Price: $9.90 INFN Score: -16.35

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 (59.11) Submitted: 10/24/2013 11:46:44 AM : Outperform Start Price: $10.36 INFN Score: -21.50

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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