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Author:

LongTerm CapGains

Subject:

Off Topic

Date:

05/26/17 at 7:08 AM CDT

 

 

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Sentiment:

Neutral

Reply to:

MSG`#4309,`05/25/17
By Jam ok

 

Re: OT - INFN

Yes, in the CC Fallon was asked what the chances of guidance being too optimistic for this quarter were, and I think he answered something to the effect that he could not see how it could be lower. While anything can happen in the short term given the softness in the sector, I am convinced the CapEx spending will pick up in the second half.  The new products are top notch and will be received well by the service providers around the globe.

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