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Re: INFN - what
the...?
Agreed and as I told Jamok via PM, I bought more today below 19.
On the recent rise I sold November calls at strikes of 22 and
23 for my existing shares. I would not be surprised if they get
called away next month. I probably should have bought them back
today when it dropped.
I think the new product does two things. Might decrease margins
in the short term, but opens up additional opportunities in the
long term. Any margin decrease might be offset with margin
increases as existing products become more mature. Of course that
would slow the staggering growth rate of the past few years, but I
would expect this to be more of a bump than a trend. I think buying
under 20 is a good deal.
SUNNYVALE, CA--(Marketwired - Oct 6, 2015) -
Infinera introduced a new unified Intelligent
Transport Network product portfolio to address the
surge in demand forecast for metro 100 gigabit per second (Gb/s)
packet-optical networking solutions in 2016. Mobile, video and
cloud-based services are driving a transformation of metro
packet-optical networks from 10 Gb/s to 100 Gb/s, and industry
analysts forecast a surge in demand for metro 100 Gb/s in 2016. The
new portfolio unifies Infinera's long-haul DTN-X platforms with
metro packet-optical solutions obtained through the acquisition of
Transmode and introduces three new platforms to the DTN-X Family,
enabling the company to address the entire wavelength division
multiplexing (WDM) market from long-haul to metro access. IHS
Research forecasts the end-to-end WDM market will top $15 billion
by 2019
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