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LongTerm CapGains

03/28/16 at 3:14 PM CDT Off Topic

blogs.barrons.com/te...log_tt  

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Jam ok

03/24/16 at 2:33 PM CDT Off Topic

lt cap, Thanks for more 'color' on your thinking on INFN. And I agree completely - if Fallon were to come out now, rather than the next CC...

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LongTerm CapGains

03/24/16 at 12:08 PM CDT Off Topic

MKM did in fact stated that INFN was ahead of itself.  I did too when it closed in and then went above 20.  Today, I believe tha...

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Jam ok

03/23/16 at 8:22 PM CDT Off Topic

OT - Took a quick look at InPhi - chart looks a bit like INFN's story as they were 'breaking out' - With today's pop within shouting range...

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Jam ok

03/23/16 at 7:57 PM CDT Off Topic

lt cap, IIRC, MKM ws either in the lead in upgrading INFN when everyone hated it, or perhaps it was that they had them on the equivalent o...

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LongTerm CapGains

03/23/16 at 3:14 PM CDT Off Topic

MKM Partners have had extensive INFN coverage in the past, I am waiting to hear them come out to defend the stock.  Even though ...

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Jam ok

03/23/16 at 2:40 PM CDT Off Topic

lt cap, It's good to hear some analysts defending INFN here - it certainly needs some support, and as we spoke of in PMs, Fallon speaking ...

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LongTerm CapGains

03/23/16 at 1:35 PM CDT Off Topic

I have been reading about Google's cloud computing, how Google has now improved the Network Operating system. It is hosting a Cloud Comput...

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LongTerm CapGains

03/23/16 at 11:02 AM CDT Off Topic

On the other hand, Alex Henderson with Needham & Co., who has a Buy rating on Infinera shares, thinks the reaction has ...

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LongTerm CapGains

03/22/16 at 2:06 PM CDT Off Topic

INFN does have good business in the Data Center, so it may lose a good portion of it.  To be clear, what Inphi has done sure raises s...

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Jam ok

03/22/16 at 1:46 PM CDT Off Topic

lt cap, Thanks for doing all that digging - I could find nothing on the usual financial news about this blow to INFN. I wish it was a rati...

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LongTerm CapGains

03/22/16 at 11:29 AM CDT Off Topic

Other contenders include Adtran, Calix and CSCO lightreading.com/gi...22062?  

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LongTerm CapGains

03/22/16 at 11:03 AM CDT Off Topic

Juniper May Be Left Without a Dance Partner -- Market Talk Font size: A | A | A 4:20 PM ET 3/21/16 | Dow Jones 16...

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LongTerm CapGains

03/22/16 at 10:51 AM CDT Off Topic

Clearly this is what has been pressuring INFN for the past several months, this news was out to some select folks who have been selling. S...

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LongTerm CapGains

03/22/16 at 10:26 AM CDT Off Topic

It affects the Data Center Interconnect boxes (DCI), INFN participates in it, as well as other vendors.  It affects Data centers conn...

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LongTerm CapGains

03/22/16 at 9:56 AM CDT Off Topic

The only news I find is that of an introduction of a really fast line card, the Infiniti capacity (up to 2.4TB), no insider selling, so is...

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Jester Debunker

03/18/16 at 5:48 PM CDT Off Topic

GME may maintain some support this year. Rumors are mounting of a PS4.5, and MS doing similar, and there has been talk of a Nintendo NX fo...

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Jam ok

03/18/16 at 2:27 PM CDT Off Topic

lt cap, That 'drumbeat' of a speculative INTC miss does seem to be getting stronger. But the heart of that story is so familiar to me, hav...

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Jam ok

03/18/16 at 2:21 PM CDT Off Topic

lt cap, Yah - CAT kind of knocked my socks off with its resurgece since I tax-loss sold it. I can't see why the future looks much more ros...

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breinejm

03/17/16 at 7:48 PM CDT Rumors

"an announcement is going to happen during E3 this year" fraghero.com/ru...anned/  

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