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LongTerm CapGains
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03/28/16 at 3:14 PM CDT |
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blogs.barrons.com/te...log_tt
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Jam ok
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03/24/16 at 2:33 PM CDT |
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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
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03/24/16 at 12:08 PM CDT |
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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
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03/23/16 at 8:22 PM CDT |
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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
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03/23/16 at 7:57 PM CDT |
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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
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03/23/16 at 3:14 PM CDT |
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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
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03/23/16 at 2:40 PM CDT |
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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
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03/23/16 at 1:35 PM CDT |
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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
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03/23/16 at 11:02 AM CDT |
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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
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03/22/16 at 2:06 PM CDT |
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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
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03/22/16 at 1:46 PM CDT |
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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
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03/22/16 at 11:29 AM CDT |
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Other contenders include Adtran, Calix and
CSCO lightreading.com/gi...22062?
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LongTerm CapGains
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03/22/16 at 11:03 AM CDT |
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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
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03/22/16 at 10:51 AM CDT |
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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
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03/22/16 at 10:26 AM CDT |
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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
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03/22/16 at 9:56 AM CDT |
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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
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03/18/16 at 5:48 PM CDT |
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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
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03/18/16 at 2:27 PM CDT |
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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
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03/18/16 at 2:21 PM CDT |
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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
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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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