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Rap Sheet

Author:

breinejm

Subject:

Off Topic

Date:

10/07/15 at 2:53 PM CDT

 

 

READ: 4

RPLY: 0

1

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#2990,`10/07/15
By LongTerm CapGains

 

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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