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Rap Sheet

Author:

breinejm

Subject:

Earnings

Date:

12/13/18 at 2:17 PM CST

 

 

READ: 4

RPLY: 1

0

0

RECS:1

Sentiment:

Neutral

Reply to:

MSG`#4846,`12/13/18
By breinejm

 

Re: CIEN earnngs

Ugh, might have to bite the bullet and unload more INFN.

from the CIEN CC:

Paul Silverstein -- Cowen and Company -- Managing Director

Thanks, guys. A handful of discrete questions. First off, can you characterize pricing environment and have you seen any change in pricing behavior from Coriant/Infinera? ...

Gary B. Smith -- President and Chief Executive Officer

Let me run through the first one. On the pricing environment, overall, the dynamics that we're seeing are not new, and so, I would say no real changes in the overall pricing environment. You've still got some very desperate competitors out there, and that dynamic is still in play, but as Scott commented, I think it's now about a flight to quality, and folks that are going to be around can sustain their roadmap and have got global scale, so that dynamic has not particularly changed.

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