<<   <   Page 2 / 2
teddybear 12/5/2012 | 3:16:06 PM
re: Is Infinera Ready for an IPO? Ipskeptic,
That is very good point about them only have Tier-2 customers. I bet they are working hard on Tier-1. When (or if) will they get one? Who know! I heard that Tier-1 is much much harder than Tier-2 and Infinera is sooo young and sooo unstable in Tier-1 eyes. I don't think technology is limiting factor here.
From what I read, Infinera closest competitor is CIEN whose market cap ~$2.4B, rev ~$550M/year. Infinera may just get paid this much!
Some could argue that they could fetch even more than CIEN because of their growth prospect. Let's look at this argument. 2005 Infinera shipped ~$25M, 2006 they probably shipped $100+ that is 4X year/year. If they ship $200M this year, it's 100% y/y. Not as good but still impressive. Can they do another doubling ($400M) in 2008 with only Tier-2? Big question mark and only time will tell. But if they could then I think the stock market will reward them handsomely whether WE THE PEOPLE like it or not. Stock market has known to project growth into the sky with only a few quarters of data.

Stevery 12/5/2012 | 3:16:05 PM
re: Is Infinera Ready for an IPO? Will they be profitable. [...] Yes they are.

They achieved profitability? Great!

How do I know all this? I just do. Therefore, read this in a few weeks/months and see if it is fact. Your choice.

Can't wait to read an S-1 with a positive bottom line! Because god knows that the last thing I'd expect is Yet Another Unprofitable Optical Company.
whyiswhy 12/5/2012 | 3:16:01 PM
re: Is Infinera Ready for an IPO? Ninja:

Don't forget to ask for scented soap when the VCs wash you, at least you can come out smelling good. After that, come see me at WalMart, I might have a job for you.

ninjaturtle 12/5/2012 | 3:16:00 PM
re: Is Infinera Ready for an IPO? OK why...sounds like a deal. What a clueless person. Bitter old man.
[email protected] 12/5/2012 | 3:15:58 PM
re: Is Infinera Ready for an IPO? Ok

There are some things we can do ahead of the S1.

Lets see who gets closest.

What will the valuation range be during the road show.

What will the valuation be at IPO

What will it be at close of the 1st day

Finally what will it be at close of day 181.

Lets see who is prepared to put their reputations on the line and plug in some hard numbers!!

DNA-Lorrd 12/5/2012 | 3:15:52 PM
re: Is Infinera Ready for an IPO? So if they have figured out the yield problem on complex III-V chips. Why doesn't Infinera dominate the discrete component market (e.g. for lasers) as well? Are they just too busy?

whyiswhy 12/5/2012 | 3:15:51 PM
re: Is Infinera Ready for an IPO? Infinera = Neuvo-Bookham?

Bookham solved their cashflow problems via IPO. Never put a dime on the bottom line, to this day. Georgio managed to have positive cashflow for himself, negative for the shareholders, and kept his job...amazing!

Greater fool = law, not theory


<<   <   Page 2 / 2
Sign In