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INFN: Found this
article
It affects the Data Center Interconnect boxes (DCI), INFN
participates in it, as well as other vendors. It affects Data
centers connected at less than 81kms in distance. This is
gotta be the reason behind the drop, cannot, probably analysts have
chimed in on it. If anyone else finds anything more probable,
please post. The DCI box is still a relatively new product,
so this cuts into future growth as the box may be rendered
obsolete.
lightreading.com/da...22061?
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Clearly this is what has been pressuring INFN for the past
several months, this news was out to some select folks who have
been selling. Still, if my take is correct, that this
affects growth but not the main products INFN puts out, then the
selling is overdone, time will tell if my gut feeling is right or
wrong. To be specific, while the DCI box is now obsolete, it only
affects growth that may have been attributed to the DCI box, it
does not affect growth from the INFN products for long haul, and I
believe it does not affect growth for the Metromarket box.
Interestingly, CIEN and JNPR are up, even though they too
participate in the DCI box market.
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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03/22/16 at 10:51 AM CDT
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