re: IPO Alert: Infinera Files Its S-1Noticed this press release. 35% of the 10g long haul market. A growing share of a growing market? That does sound bad! http://www.infinera.com/news/2...
re: IPO Alert: Infinera Files Its S-1Press releases from manufacturers touting "how great they're doing" are certainly rare in this business. You would do well to understand the entire context of their statements, rather than allowing yourself to fall inside the event horizon of Infinera's MARCOM group.
Think about it, if Infinera really has "35% of the 10G market" (paraphrasing here), then as they complete their takeover of the world, they will be about ~3 times bigger than they are today ($150M)....not a very exciting business.
So either; A) the investors are nuts (throwing a $300M to build a $150M business), B) the MARCOM guys spun you around a few times, C) you work there and are just doing a little chest beating for fun, or D) B&C
re: IPO Alert: Infinera Files Its S-1"Based on very reliable sources, Tier 1 carriers are locked and loaded. Once the IPO is officially announced and launched you will see the likes of AT&T, Sprint, and Verizon all be announced as customers"
Ninja Turtle - obviously your reliable sources are not in the telecom industry.
re: IPO Alert: Infinera Files Its S-1Having been out of the country for the past 4 weeks and no internet access (by design) coming home yesterday to read this news was interesting to say the least. As usual, many view points on Infinera. Infinera is certainly a lighting rod and creating a lot of buzz for many readers.
Based on very reliable sources, Tier 1 carriers are locked and loaded. Once the IPO is officially announced and launched you will see the likes of AT&T, Sprint, and Verizon all be announced as customers. I would quess these carriers would be running live traffic by Q4. Infinera should show its potential as an investment vehicle within that timeframe. In addition, 2008 should be a huge year for Infinera and their ability to help these companies expand their much-needed expansions into fiber. Also, look for 2008 to see 400G line cards to be introduced as well.
re: IPO Alert: Infinera Files Its S-1Once the IPO is officially announced and launched you will see the likes of AT&T, Sprint, and Verizon all be announced as customers. I would quess these carriers would be running live traffic by Q4. Infinera should show its potential as an investment vehicle within that timeframe.
How altruistic of the investors to share the bump in valuation that will occur with those announcements! Such nice people, they're always trying to create value for unknown people in the public markets.
re: IPO Alert: Infinera Files Its S-1BTW...If you read the S-1 they claim 25 customers and identify ~ 10. They are not obligated to reveal unannounced customers in their S-1.
re: IPO Alert: Infinera Files Its S-1yes my sources are the carriers. Friends that work in deployment teams that see and know what is going into the network builds over the next 6-12 months. Telco is a small world in the deployment area where contractors are used to balance out the workload spikes during installs.
http://www.infinera.com/news/2...