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Infinera

  • The Pick of the Telco Sector?

    By Lee Samaha - December 17, 2012 | Tickers: APKT, T, CIEN, CSCO, INFN

    I often think that Wittgenstein was wasted as a philosopher. Of course he was born of a very wealthy family so he didn’t need to bother learning how to invest but, if he had, he would have loved the kind of philosophical puzzles that investors are faced with on a daily basis. These obscure thoughts came to my mind in considering the latest set of results from Ciena (NASDAQ: CIENmore »)

  • Infinera's Bull Case

    By Hans el - November 19, 2012 | Tickers: ALU, CIEN, INFN

    I have been a bear when it comes to Infinera (NASDAQ: INFN). But to balance my views, here is a bull case for your consideration.

    No bull case would be complete with mentioning that Infinera’s DTN-X platform has won numerous awards and is regarded by many as the best technical 100G solution that drives the lowest total cost of ownership results.  This, if all other things go wrong, is more »

  • Infinera’s Bear Case – It May Not be That Bad

    By Hans el - November 16, 2012 | Tickers: ALU, INFN, ERIC

    A few months back I expressed my concerns about Infinera’s (NASDAQ: INFN) ability to succeed in a cutthroat telecom market.  At the time, Infinera traded a little over $6, about 30% off its 52-week high.  Since then, its share price has plummeted to all time lows under $5.

    I like Infinera. DTN-X is recognized by many to be technically the best optical product in the sector.  There is a more »

  • Think Twice About Infinera

    By Hans el - September 14, 2012 | Tickers: ALU, T, CIEN, INFN, S, VZ | Editor's Choice

    I have been in the telecom industry now for 12 years starting back in 2000 with Lucent Technologies. My work has taken me across Europe, Africa, Latin America, and the USA. These experiences I hope will help you decide if Infinera (NASDAQ: INFN) is the right investment for you.

    There has been a lot of buzz for a long time about INFN driven by great expectations of their new flagship more »

  • It's Time for Infinera

    By Pam Peerce-Landers - August 6, 2012 | Tickers: CIEN, CSCO, EQIX, INFN, LVLT | Editor's Choice

    Founded in 2000, Infinera Corp. (NASDAQ: INFN) went public in June 2007 with the conviction that their unique, large scale, photonic integrated circuits (PICs) would greatly improve the economics, simplicity, flexibility, reliability and scalability of optical communications. For their shareholders, it has been a rocky road, as it has for anyone invested in the optical networkers. However, the pieces are falling into place for Infinera and I believe that investors more »