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Rap Sheet

Author:

LongTerm CapGains

Subject:

News

Date:

11/09/17 at 6:57 AM CST

 

 

READ: 4

RPLY: 1

0

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#4529,`11/08/17
By Jam ok

 

Re: INFN

I just started reading the CC transcript.  As it turns out the company delivered a decent quarter relative to very low expectations, however next year will be a tough year again.  This paregraph from the CC tells the tale:

"Third, there are signals customer CapEx could be weaker than we had originally anticipated in 2018. This expectation is supported by multiple industry analysts lowering their 2018 outlooks for the DWDM market outside of China, now expecting overall growth in the low to mid-single digits, with long haul expected to be only flat to slightly up. I believe the growing trend towards disaggregation is a key contributing factor to this outlook, as customers increasingly transition to disaggregated architectures."

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