Infinera Corp. (NASDAQ:INFN)
The Company offers a complete solution for deploying infinera digital optical networks.
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A more efficient and cheaper way to deliver fiber optic signals end-to-end. Bandwidth control flexibility is a nice plus.
Disruptive technology ready to take off.
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Similar to IPGP.
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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 dont fully understand the Tech you can get a good since of the pride a company takes in its website and relate that to the pride it takes in its bussiness as a whole. Add that to its "rule breaking" Tech, growth projections and what seems like a decent CEO (need more time to get a good idea) And we have a very tempting stock to buy.
Good Luck...Scott
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This company is reinventing optical networks with improvements in reliability, flexibility, efficiency and cost. There will be long term demand for their products as the infrastructure is updated and extended.
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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 the next few years. Stay tuned....
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Very innovative product, young company but in a strategiq field : Bandwith !
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Yes-man, long-term, bought 1/25/08;
Small-cap $0.78 B, tech, fiber optic DTN's
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Will be a 30 dollar stock by 2009.
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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.
"Like an oversexed guy in a whorehouse. Now is the time to invest and get rich."
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It's about to start making profits judging by the graphs, so it's value will go up a lot once it's making real money...
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As a former tele-co geek I see a great potential here. Mutiplexing is not a new application its been around for decades but this is the first I have heard with fiber! Infinera is not trying to recreate the wheel just make it better.
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P/E 1.09 and close to 52 week low.
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Pick by the MF guys, company looks sound and beaten down, though risky.
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Piggy backing on Fidelity
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Growth of telecommunications is progressive and PICs that Infinera is producing are going to be on huge demand !
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A Rule Breaker , that is a great bargain to-day and has enormous potential in the growing broadband video download era that is growing , and growing, and growing .... !
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The stock may be stumbling, but I see nothing to indicate the business has changed.
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Growth opportunity
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Good management and very strong technology. The big negative is they own their own fab - which is pretty expensive to run for a smallish systems company. They need to either (a) grow big enough to support the fab or (b) partner on the technology or (c) sell the fab. I think the company will do the right thing (not that I know what the right thing is...)
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