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tmc1 12/5/2012 | 3:12:56 PM
re: IPO Alert: Infinera Files Its S-1 ninjaturtle,

If you or your reliable sources are working for Infinera then this is big trouble as you are either pumping the stock falsely or revealing information that is not available to the general public. Either way the SEC would be very interested to talk to you and your "sources".

If you are just making this up or you are getting ALL of your info from the carriers themselves then it is probably legal but questionable.

voipexpat 12/5/2012 | 3:12:55 PM
re: IPO Alert: Infinera Files Its S-1 Ninja Turtle, I would double check your sources info....
ahwnn 12/5/2012 | 3:12:55 PM
re: IPO Alert: Infinera Files Its S-1 Are there any rumors out there on specific individuals(if anyone), that work for carriers who may be testing the gear, that Infinera has given stock options to? I am just curious if we are back to the Sycamore and Corvis days, grease the CTO and get an order.
whyiswhy 12/5/2012 | 3:12:51 PM
re: IPO Alert: Infinera Files Its S-1 Ahwnn

Yes, asked and answered. 5% of the common is the figure, I believe. See earlier messages.

Just like the good old days.

ahwnn 12/5/2012 | 3:12:49 PM
re: IPO Alert: Infinera Files Its S-1 I am just wondering if there are any highly probably grants that have been issued to those outside if Infinera, who have not invested in the company as individuals. I was asked to look as discounting revenues in an analysis based on potential weaknesses with existing clients.

Thanks for the help
^Eagle^ 12/5/2012 | 3:12:48 PM
re: IPO Alert: Infinera Files Its S-1 interesting.

as someone who has 20yrs working with T1 carriers, for the "contractor" deployment teams to know about would imply a lot.

Before "contractor" teams would ever be let into this kind of change, LOTS of things have to happen at the carriers:

deep lab trials, first office trials, first live traffice field trials, product approval cycles by all parts of the carrier decision making team,.... and then training all the 1st level CO managers and CO technicians on the platform for OAM and configuration software. Transmission engineers / network planning staff would need the new platforms from Infinera put into their architechture planning and purchasing tools.

ONLY then would sub-contractors be called in... only after lots of links had already been deployed carrying live traffic on the platforms.

I would be VERY surprised if Infinera has made it this far with those carriers and not made associated press releases! If it were true, then all that noise about the cash flow from Infinera would go away and the IPO would probably double or triple in value.

Therefore, if they were this far along (as per ninja.. all those carriers will be using Infinera to carry traffice by Q4 and press releases will happen accordingly) why would they not divulge this as part of the IPO.

So, my conclusions: one of the below:

a) ninja has no clue
b) ninja has deep insider connections and knows things that he should not be divulging
c) ninja has deep insider connections at certain carriers... and NO they would not be the "sub-contractor" installation crews.. those guys would be the last to know.. he or she would need to have very deep contacts inside carrier high level decision makers and if that is so.. then ninja is at a minimum violating their trust.. or perphaps breaking an NDA.

I am not sure which of the above is true.

I don't see Nortel, ALU, Fujitsu, Ciena, Huawei, Marconi/Ericsson, or Siemens or Tellabs abandoning their dwdm platforms! And I am sure those companies have deeper ties to the major carriers than ninja or infinera.

Therefore, it is clear to me something doesn't add up.

It is obvious Infinera needs the cash. The other stuff sure seems like hype to me.


tmc1 12/5/2012 | 3:12:46 PM
re: IPO Alert: Infinera Files Its S-1 sailboat,

I agree and that is why I said that the SEC might want to talk to ninja. If he has friends/relatives at Infinera or works there they would really like him to shut up at this point.

I also don't believe that they have multiple un-announced wins at Tier 1 carriers. Maybe some trials at this point.

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