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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: ENTERPRISE VALUE JUST 400 MILLION 
markets discount everything... and right now...is looks
like it's discounting: 1. CEO, CFO, and Director
who had major insider purchase have all stepped d
own...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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29-Jan-10 10:52 pm |
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| 2. |
Re: Shakeout?
capex 'surprise' draggin' on earnings despite
qoq revenue growth... flushing all short term investors
out... sure feels like it's headin' lower...getting
some help from the tape as well.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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29-Jan-10 06:46 pm |
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| 3. |
Re: Gross Margin Comments
my mistake...gm next q expected 39-40%...flat. concern
imo is pushing out profitability given increased
opex
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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27-Jan-10 09:00 am |
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| 4. |
Re: Gross Margin Comments
true... but for next quarter...margins back down to
38% and opex increasing to $47M...causing eps to be
below expectations...and pushing out profitability
further.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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27-Jan-10 12:06 am |
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| 5. |
Re: Conference Call highlights
From Goldman today: "Infinera reported 4Q revenue/non-GAAP
EPS of $90.2mn/($0.07), slightly above GS and Street
estimates of $88mn/($0.08). Q1 revenue guidance of
$92-94mn was also higher...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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26-Jan-10 10:43 pm |
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| 6. |
Re: Conference Call highlights
thanks byron... happy to see a beat on both the top
and bottom line. happier to see qoq revenue growth...
will post analyst comments as they come in
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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26-Jan-10 08:18 pm |
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| 7. |
Re: Vodafone announcement Tuesday?
if you ask me...i'd be more in favor of no 'new'
big customers as this seems to historically translate
to lower margins and pressure on the bottom line...despite
all the 'future' lofty yet unrealized...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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25-Jan-10 11:49 pm |
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| 8. |
Re: Thomas Weisel today:
imo, the 'bar' has been set pretty low. most
analysts calling for qoq decline to $85M...TW for
$82M would have to think even with lvlt loss...if
they can't get over those with...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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21-Jan-10 12:03 pm |
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| 9. |
Re: Hi again...
welcome back...nice to have your input. regarding:
"Unfortunately analyst just can’t seem to wrap
their heads around the technology that is INFN. Hence
an investment community’s lack of technical knowledge
of what...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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20-Jan-10 06:34 pm |
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| 10. |
Re: Thomas Weisel today:
i have to think if they guide down (given the perceived
improvement in the economy) and the release of their
'new' product which 'doubles' the
addressable market....this thing is going to...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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20-Jan-10 12:40 pm |
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| 11. |
Re: “Cloud Computing” -- humbug
imo, not enough meat on the bones to short. downside
risk if they guide lower back to 7...which i think
is likely. upside surprise...could easily jump from
8 to 10-11$...very unlikely imo. i will, if...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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19-Jan-10 08:56 pm |
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| 12. |
Thomas Weisel today:
"Will Encounter Pressure From CIEN/Nortel Combination
And Lack Of Viable 40G Solution" "INFN entry
delayed to the 40G upgrade cycle: While INFN has made
good inroads into the 10G optical transport...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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19-Jan-10 08:47 pm |
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| 13. |
Re: Tom, Your first extra credit assignment
best and most cost effective way to 'educate'
the public is to produce results...get stock price
up...then people will talk. until then...nothing but
cheerleading.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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14-Jan-10 09:04 am |
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| 14. |
Re: Shakeout?
TA not an exact science so don't need a slide rule...it's
only a piece of the puzzle. price action can still
move up from here but THAT chart does not show a 'bullish
formation' einstein. you must be a contrarian.
go back and read the...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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14-Jan-10 09:00 am |
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| 15. |
Re: Goldman
unfortunately, no one said life is fair. imo, analyst
'bombs' like this would have far less impact
if the street 'trusted' the management. it
all goes back to how lvlt was...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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13-Jan-10 03:29 pm |
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| 16. |
Re: Shakeout?
"Price action of past few days formed a technical
BULLISH pattern" wtf...what are you smoking.
in 2 days, it broke it's recent uptrend, crashed
through...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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12-Jan-10 08:49 pm |
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| 17. |
Re: short interest starting to turn around
thanks byron.... just hope if they announce vodaphone,
it's not followed with the usual 'low margin
empty chassis'...drag on margins...'potential'
for revenue in future...negative eps blah blah have
already...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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12-Jan-10 06:20 pm |
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| 18. |
Re: Goldman cuts Infinera
thank you. very helpful.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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12-Jan-10 08:47 am |
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| 19. |
Re: Goldman cuts Infinera
"These analysts' comments sure run the whole
spectrum of possibilities." agree...one who just
recently increased pt to $13 and another who cuts
to sell...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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11-Jan-10 06:26 pm |
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| 20. |
Re: Goldman cuts Infinera
imo, her rating change to 'sell' based on valuation
is because the stock, in her opinion, has gotten a
bit ahead of itself (and her price target of $8).
If it falls significantly...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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pturbo2003 |
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11-Jan-10 04:18 pm |
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