Infinera Goes Out – And Up

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fiber_r_us 12/5/2012 | 3:07:21 PM

re: Infinera Goes Out – And Up It sounded like P.T. Barnum's laugh to me!

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litereading 12/5/2012 | 3:07:21 PM

re: Infinera Goes Out – And Up Is that W.C.Fields I hear chuckling from his grave?

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Sisyphus 12/5/2012 | 3:07:20 PM

re: Infinera Goes Out – And Up
Bah, let's not player-hate. In hindsight we all wish we'd be there. Good for them, they did what good companies do: defied a trend, stuck to their guns and core differentiators, and painted a convincing picture to speculative investors that are willing to roll the dice along with the emplyees that are investing their professional time.

I say it's awesome. And admit I am envious. :-)

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Altumax 12/5/2012 | 3:07:20 PM

re: Infinera Goes Out – And Up How long will do you think ~$165M will last at Infinera?

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Mark Sebastyn 12/5/2012 | 3:07:18 PM

re: Infinera Goes Out – And Up I think the valuation can be questioned but the innovative business model cannot.

http://www.nyquistcapital.com/...

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hyperunner 12/5/2012 | 3:07:18 PM

re: Infinera Goes Out – And Up noooo, I think you'll find it's the Infinera VCs, founders and employees laughing all the way to the bank :-)

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VinceW 12/5/2012 | 3:07:18 PM

re: Infinera Goes Out – And Up <<<<<noooo, all="" and="" bank="" employees="" find="" founders="" i="" infinera="" it's="" laughing="" the="" think="" to="" vcs,="" way="" you'll="">>>>

.....and those that got in at $13 yesterday and, I suspect, those that get in at $19 today.</noooo,>

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Mark Sebastyn 12/5/2012 | 3:07:17 PM

re: Infinera Goes Out – And Up The S-1 was one of the most complex I have read. Anyone know why a hardware company has deferred revenue? I have my theories but cannot test them.

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lghtnup 12/5/2012 | 3:07:17 PM

re: Infinera Goes Out – And Up "I think the valuation can be questioned but the innovative business model cannot.

http://www.nyquistcapital.com/..."

Thank you for that article! That is exactly what I was trying to tell stevery in the Infinera Prices IPO forum. Of course this article did a much better job.

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VinceW 12/5/2012 | 3:07:17 PM

re: Infinera Goes Out – And Up "The S-1 was one of the most complex I have read. Anyone know why a hardware company has deferred revenue?"

They are a technology and component company(for internal use only (TODAY)), as well as a system, system software, system maintenance and service company. It is not at all unusual for companies that do all this to have deferred revenue. As I mentioned in an earlier post, read the management discussion portion of the S1. Hopefully that will help...

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