Infinera Lowers Forecast

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Pete Baldwin 12/5/2012 | 3:38:38 PM

re: Infinera Lowers Forecast Stock's down 26% after-hours.

We'll work on getting a short news piece up tomorrow, based on the conference call Infinera had this evening.

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litereading 12/5/2012 | 3:38:36 PM

re: Infinera Lowers Forecast Hey Craig are you going to have a piece on the $4M provision they are taking so that they can announce a Tier 1 carrier win with DT or are you just going report facts because that's what you do?

Does INFN sell Optical gear or buy the business?

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ninjaturtle 12/5/2012 | 3:38:36 PM

re: Infinera Lowers Forecast Hey Craig are you going to have a piece on the Tier 1 carrier win with DT or are you just going bash INFN because that's what you do.

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paolo.franzoi 12/5/2012 | 3:38:35 PM

re: Infinera Lowers Forecast
In terms of the stock being down, it has to do with their announcement of slower growth than projected. Anytime a company has a high relative stock price, any hiccup will cause a drop.

In the grand scheme of things, this looks to be more of a stock price issue than an actual business issue. That being said, I think Infinera management might have learned a bit from this about controlling people's expectations.

seven

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hyperunner 12/5/2012 | 3:38:34 PM

re: Infinera Lowers Forecast I agree with brookseven on this one.

But Infinera's revenues have grown real fast over the past couple of years - and especially in the past year or so since they've been public.

Let's remember this is one-product company. You have to figure they couldn't sustain the same growth rate with just this one prodct line.

I personally think the Infinera core technology is superb. What surprises me is that the company hasn't extended the product line before now. You gotta think the DTN is a big box for a lot of applications. It sure isn't a metro platform. And that means the company is dependent on big service providers for business. That means a project-driuven revenue stream, and that means it's likely to be very lumpy revenue.

Well they just hit a lump!

Long term this company is a winner. As long as they're stuck with project-driven business then they'll continue to be a volatile stock. But that's just a stock price issue, as brookseven said. It doesn't directly impact their day to day business.

hR.

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ninjaturtle 12/5/2012 | 3:38:32 PM

re: Infinera Lowers Forecast They are growing and the slipped. Many 1 year olds do that. They will learn and they will be better for it. INFN is still a story that has many chapters to write. But if anyone thinks the DT was bought you don't know BT. A tier 1 win is huge. I wouldn't be shorting INFN after today. Name me one company that can actually compete in the DWDM space with INFN technology. Everything else is getting ripped out of COs. DT needs about 6 months to trash all the incumbant boxes it has. With the room they have left they are going to build a state of the art fitness center with an Olympic size pool for the employees. GOOOOOOOOOO INFN. Everything else are ticker toys.

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cw.774 12/5/2012 | 3:38:31 PM

re: Infinera Lowers Forecast quit your stock pumping b.s. and skip on that next cup of coffee

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Stevery 12/5/2012 | 3:38:30 PM

re: Infinera Lowers Forecast That being said, I think Infinera management might have learned a bit from this about controlling people's expectations.

I doubt it. There's still a large insider position to be unloaded. And those guys aren't getting any younger.

But who knows? maybe they'll surprise us and turn forthright.

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steady 12/5/2012 | 3:38:30 PM

re: Infinera Lowers Forecast One question, what should the else optical vendors learn from Infinera? or do something alike Infinera? or just stand aside watching Infinera?

In other word, is Infinera changing or going to change the industry?

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steady 12/5/2012 | 3:38:29 PM

re: Infinera Lowers Forecast "Oh BTW the person who asked if they are going to reshape optical networking. They already have and no one else can figure it out. Way too complex for anyone that exists in the space today."

Forgive my humble suspicion. "no one else can figure it out" isn't an advantage. The entire high-tech development history doesn't show a precedent that only a single company can lead and act in a revolution, if it is a real revolution. I am just wondering if PIC is a breakthrough alike from bicycle to car. It sounds a revolution but I don't see many followers. So now I feel it is more like a slogan.

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