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Ray@LR
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[email protected],
User Rank: Blogger
1/31/2014 | 3:28:50 AM
Valid strategy
Infinera has come in for criticism over the years, often for not being a bigger company than it is. Let's see how big it is by the end of 2015 -- this looks like a company that could post growth rates of more than 10% each year without M&A.

When M&A does happen, that'll be intersting to see where Infinera goes...
DOShea
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DOShea,
User Rank: Blogger
1/30/2014 | 4:53:54 PM
Level 3
There has been some talk about Level 3 and Infinera the last few months in optical circles, but it sort of took a back seat (way back) to the Verizon chatter. The timing sounds about right, as Level 3 had been holding off on its deployment decision, but suggested back in the fall that it was getting closer.


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