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Infinera Corporation (INFN)

NasdaqGS - NasdaqGS Cours en temps réel. Devise en USD
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5,35-0,07 (-1,29 %)
À la clôture : 04:00PM EDT
5,33 -0,02 (-0,37 %)
Échanges après Bourse : 05:27PM EDT

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  • j
    joe
    $INFN conversation
    I wonder why Robert's English is getting broken over time and he is now suddenly not extremely harsh about Infinera.

    Robert
    5 days ago
    $INFN conversation
    WOWWWWWWWWWWWW I was concerned about the debt. I thought maybe I didn't hear right. Paying the debt or accepting cash only increases ones confidence. I assume many others think the same.

    Robert
    3 months ago
    $INFN conversation
    Tom and the boys have screwed us big time. The market cap is less than 1 Bil.and if not
    for dilution, it would be half of that. I can be far more incompetent for far less money.
    I know it's "the long term," but the boys go to the bank in "the short term."

    3 months ago
    $INFN conversation
    A quarter of the market cap has evaporated in one day. One potential huge problem is if the many mutual funds decide
    to unload (Fidelity has over 20 million shares), we investors will become part of Poe's pendulum.
    I may be delusional but I thought bonuses were given to people whose businesses were successful.
    Check out Carly florina; she was a chief officer of Lucent-the stock went from about 80 to about 1;
    That didn't stop her from getting a 21 mil. bonus. She then became Chief Embezzlement Officer of
    Hewlett and received about 40 mil for her incompetence. I heard Felon applied for a job running a fruit
    store but he was told that in the long term the fruit will spoil.

    Robert
    3 months agoReplied to a reaction
    $INFN conversation
    Thomas, Felon and the board of directors are in collusion.

    Robert
    3 months agoReplied to a reaction
    $INFN conversation
    Gopher, Tommy and Davey are giving themselves raises to cancel the restructuring charges. As we know, we need
    good people and we must pay for them. All I know is that my money is being restructured. Tommy and Davey
    get short term money and we stockholders get the "long term." In the long term, nothing matters.

    Robert
    4 months agoReplied to a reaction
    $INFN conversation
    John, I spoke to Jeff Hustin a while back and he told me that INFN was considering redeeming the notes for cash.
    Considering the cash balance, I don't think that will happen.

    Robert
    4 months agoReplied to a reaction
    $INFN conversation
    John, the good news is that Tom Felon's salary was reduced to only 750 thous. That's a hefty salary for
    incompetence. I can be far more incompetent for far less money The market cap is what it is only because of dilution.
    What happens next year when the converts come due, (more dilution equals larger cap). As far as the "long term;"
    in the long term, nothing matter.
  • A
    Anonymous
    $INFN conversation
    Infinera Corp. (INFN) Upgraded to “Strong-Buy” at Needham & Company LLC
    Infinera Corp. (NASDAQ:INFN) was upgraded by equities research analysts at Needham & Company LLC from a “buy” rating to a “strong-buy” rating in a research note issued on Monday
    Several institutional investors recently made changes to their positions in the stock. Palo Capital Inc. bought a new position in shares of Infinera Corp. during the second quarter valued at $434,000. Copper Rock Capital Partners LLC raised its stake in Infinera Corp. by 1.6% in the second quarter. Copper Rock Capital Partners LLC now owns 1,222,611 shares of the company’s stock valued at $13,791,000 after buying an additional 18,956 shares in the last quarter. Eagle Asset Management Inc. acquired a new stake in Infinera Corp. during the second quarter valued at about $22,034,000. Ladenburg Thalmann Financial Services Inc. raised its stake in Infinera Corp. by 2.4% in the first quarter. Ladenburg Thalmann Financial Services Inc. now owns 50,856 shares of the company’s stock valued at $805,000 after buying an additional 1,189 shares in the last quarter. Finally, Seven Eight Capital LLC raised its stake in Infinera Corp. by 182.2% in the first quarter. Seven Eight Capital LLC now owns 61,239 shares of the company’s stock valued at $983,000 after buying an additional 39,539 shares in the last quarter.

    In related news, CEO Thomas J. Fallon purchased 100,000 shares of Infinera Corp. stock in a transaction dated Tuesday, May 3rd.
    Also, CFO Brad Feller purchased 25,000 shares of Infinera Corp. stock in a transaction dated Tuesday, May 3rd. The stock was bought at an average price of $11.75 per share, with a total value of $293,750.00. Following the completion of the transaction, the chief financial officer now owns 86,628 shares of the company’s stock, valued at approximately $1,017,879.
  • H
    Hmmm
    $INFN conversation
    The Yahoo message board is lacking terribly. It seems we can not list by topics only by user or most recent posts, What a conversation killing format.
  • O
    Oclrmet
    $INFN conversation
    #INFN Stochastic oscillator and RSI are triggering bullish signal, according to stoxline. Long over 9.67 for a run up to 11.29.
  • Y
    Ykp
    Should we double down on this stock?
  • T
    Telecom
    $INFN conversation
    I do not understand why sudden drop off Q2 was fine beat the expectations, I did not see their key Lh customers switching on Infinera, I think it is die to Time warner merger with charter, XO takeover by verizon, cablevision acquired by someone perfect storm, I still feel they will comeback Q4 or Q1 2017... I do not think it is due to technology I think it is customer specific issues but too many in same quarter. Bumpy is understatement, I still believe they will do well in 2017..
  • F
    Frank
    $INFN conversation
    I am telling you guys, it is time to buy. Don't leave the ride. Speculation brought the this stock down
  • Z
    Zuyuan
    $INFN conversation
    INFN shareholders should vote for "YES" for CSCO's offer $15 per share!
  • J
    John-John
    $INFN conversation
    Since the standalone prospects for Infinera seem pretty bleak and at best a sluggish 4-wheel drive climb out of the analysts' sewer, hopefully consolidation of some kind is in their cards. Maybe there's still hope for a system re-branding deal or getting invited to be on a bid team for government/defense work. If ICE PIC is somewhat of a Holy Grail, outside applications might be brewing to finally gain momentum outside of the Company, before some other approach passes them by.

    Probably no way these fierce competitors are going to shake hands with Infinera:
    - Ciena
    - Nokia/Alcatel
    - Adva

    Maybe
    - Juniper
    - Lumentum
    - Acacia
    - Inphi
    - Ericsson
    - aerospace sector
  • b
    bpowers
    Cisco talking about making acquisitions after they are able to repatriate billions... IMHO, they'd be smart to acquire Infinera.
  • Z
    Zuyuan
    $INFN conversation
    2015-9: beats by 29.4%
    2015-12: beats by 5%
    2016-3: beats by 11.8%
    2016-6: beat by 16.7%

    2016-9: analysts estimate: -$0.02 per share or $185M, INFN guidance $180M-$190M;
    IF
    Report <$180M, INFN will be traded $6--$9 for a while;
    Report >/= $185M, INFN will move up to ~$10 (Investors see the bottom)
    Report >$190M, INFN will be traded $10--$12;

    IF INFN give a good guidance for 2016-12 quarter (>$210M, recovering), then we will see INFN traded above $15.
  • A
    A
    $INFN conversation
    +0.05 cents (vs -0.02 the street was expecting) and 185.5M (in line with street)
  • J
    John-John
    $INFN conversation
    Instant bandwidth is nice for Infinera's Customers, but one would assume it adds accounting burden on the Company, especially invoicing and chasing down payment for time-based channel rentals, unless those Customers regularly purchase new equipment from them.

    Infinera is truly putting the Customer first. It's amazing that Verizon and AT&T find it so hard to throw them a bone with parts of their network to see if they're up to dealing with the bad boys of telecom.
  • A
    Andy
    $INFN conversation
    Excellent! INFN just announce the CloudExpress2 is shipping. This is the only optical communications company in the world with general availability of 1.2 Tbs optical chips or optical modules. Truly the world leader!
  • A
    Anonymous
    $INFN conversation
    Infinera beats by $0.03, beats on revenue / Q2 EPS of $0.21 beats by $0.03. / Revenue of $258.8M (+24.8% Y/Y) beats by $2.97M.
  • J
    John-John
    $INFN conversation
    Infinera new hardware powered by their previously announced Xceed SDN and legacy DNA

    - DTN-X LH platforms
    --- ICE PIC line modules
    --- FlexILS expanded to 20 port SuperChannel

    - 2 new ICE PIC Metro "Meshponder" systems (supplement their legacy XT500)
    ----XT3300
    ----XT3600

    - previously announced ICE PIC driven CloudXpress2

    -----------------------
    Product line all upgraded to ICE PIC, except for the Transmode XTM-Series way out at the metro aggregation edge, anyway.
  • J
    John-John
    $INFN conversation
    Short article in Barron's quoting JP Morgan analyst Rod Hall, who used to be one of the strongest Bull's for the Company.

    Looks like Infinera used to be a one-product Company (DTN) fighting to win market share coming late to market.
    Now they have an end-to-end product line that's showing weakness in their legacy LH sales before seeing significant progress with their Metro products.

    If the Company was still a pureplay LH equipment maker, this uncertainty would push the stock to a new all-time low, before they're able to push out ICE. These product gaps they put themselves through are murder on shareholders.

    Below, from Barron's link:

    -------------------------
    While shares of Ciena (CIEN) surge by almost 9%, or $1.88, to $23.33, following a report of fiscal Q3 with better-than-expected gross profit, J.P. Morgan’s Rod Hall today warns of what he sees as deteriorating margin prospects for competitor Infinera (INFN).

    Says Hall, who has a Neutral rating on Infinera, get set for lower profit as Infinera chases after Ciena in the “metro” optical market for connections that run between buildings and towns:

    We are updating our model to reflect materially worse gross margins into early 2017. We now expect Infinera to aggressively pursue metro business with their Transmode solution based on Acacia’s PIC+DSP. In our opinion this is likely to result in substantial margin pressure for a few quarters. We have modeled some offset from reduced sales and marketing spending but we do not believe all of this margin reduction can be offset in this way given Infinera’s need to be on the ground selling their metro product to new customers. Longer term we believe Infinera’s model is sustainable but we continue to expect volatility in short term numbers until product execution issues can be put in the rearview mirror.

    Hall keeps his estimate for revenue this year of $883.4 million, but he cuts his gross profit forecast to 48.5% from 49%. For 2017, he trims his revenue estimate to $887.1 million from $902.7 million, and cuts his margin outlook to 46.6% from 48%.

    Despite that reduced view, Infinera shares are up 17 cents, or 2%, at $8.75.
  • L
    Lance
    $INFN conversation
    The thing is. It has got to be a way bigger engineering challenge to develop a next generation highly integrated PIC compared to developing a next generation discrete photonic component. In fact I wonder if the realistic technological tradeoff here is whether it is inevitable that discrete photonic components will be more advanced than PICs and that the question is whether the integration benefits of a PIC that is not at the leading edge can outweigh the advantages of a module built from leading edge discrete components.
  • b
    badboyjc
    $INFN conversation
    I can't see 11 anytime soon. That big a miss on earning will stop any real uptrend. I think it may get 10 and then languish..
  • T
    Telecom
    $INFN conversation
    Rod Hall is not accurate on Transmode products already using Acacia with 50% gross margins before being acquired by INFN.

    Transmode solution based on Acacia’s PIC+DSP. In our opinion this is likely to result in substantial margin pressure for a few quarters

    Transmode already uses Acacia
    link
    http://www.lightcounting.com/News_102215.cfm
    Optical Communications Market Research Company, News & Reports
    LightCounting is a market research and consulting company focused on aiding executive management decision making at system and component companies involved with high-speed communications in the Datacom, Telecom, CATV, FTTx, and consumer markets.
    www.lightcounting.com