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Sorted by: Date | Top Results
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| 1. |
Re: Royce buys 1.7m shares 
17%. Could it be because the extreme cyclical nature
of Nokia's cellphone sales periodically scares
these big money folks away. Same for AMD and other
players that get beat up...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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9-Feb-10 01:01 pm |
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| 2. |
Re: Royce buys 1.7m shares 
Total institutional ownership at a little under 50%
is somewhat weak relative to other equipment makers.
At least there looks to be a little net buying going
on, after comparing...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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8-Feb-10 04:03 pm |
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| 3. |
re: Infinera&&39;s PIC patents 
Nice if Infinera could attract interest from the aerospace
and defense industry for it's PIC patents and
special purpose InP foundry, in addition to possibly
selling them JITC-approved...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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4-Feb-10 09:36 pm |
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| 4. |
Re: tested recent 6.81 low 
Wonder if this walking the stock price down has anything
to do with the Feb 22 option repricing ? Nah, couldn't
be. 11 more trading days to keep on averaging down,
unless the share price...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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4-Feb-10 11:27 am |
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| 5. |
tested recent 6.81 low 
A down market like today will be a good test of whether
we go a lot lower in the short term. A double bounce
off the recent 6.81 low, so far. Might have to average
down further, if the Street decides to jerk the s
tock...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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4-Feb-10 10:25 am |
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| 6. |
Re: wow 
Ditto. Cisco's forward optimism is comforting.
Let's see Infinera increases their share of the
optical networks equipment market.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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3-Feb-10 11:02 pm |
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| 7. |
OT: Longleaf Partners (still) like their large stake in Level3 
Sorta related to Infinera in that Longleaf Partners
talks about how Level3 is now finally starting to
show potential for growth, if they can keep from tripping
over their...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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3-Feb-10 02:35 am |
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| 8. |
Re: Infinera Supplemental Financial trend 
Perhaps my only point is I don't think there is
an easy way to back out forward trends (in the near
term), especially when we're still kinda coming
out of a sales trough. It's like...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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2-Feb-10 04:46 pm |
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| 9. |
Re: Infinera Supplemental Financial trend 
imvho, increasing customers is a good sign, but mainly
to smooth out the lumpy revenue risks. It provides
a firmer base for Infinera to ramp growth from, but
it doesn't...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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2-Feb-10 02:18 pm |
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| 10. |
Infinera Supplemental Financial trend 
Interesting pdf table showing Infinera's financial
statistics over the last 2 years: http://www.infinera.com/pdfs/news/2010/financialreports/INFN_Q409_Investor_Information_Summary.pdf
During the...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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2-Feb-10 12:08 pm |
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| 11. |
Finally bouncing a bit off a bottom 
Glad $6.81 is the low, for now, barring another painful
marketwide slide. The fellows looking for a $5.00
INFN entry hopefully will never get it.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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1-Feb-10 02:56 pm |
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| 12. |
Re: ENTERPRISE VALUE JUST 400 MILLION 
Infinera claims the market leadership in 10Gb/wave
sales, yet they have yet to make a profit at it. I
guess that just about says it all as to why competitors
aren't worried, with...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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30-Jan-10 10:18 pm |
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| 13. |
Re: ENTERPRISE VALUE JUST 400 MILLION 
"3. why or why has there not been a hostile takeout
bid if this tech is the holy grail going forward "
I agree that if it's just a matter of losing a
few million a Q with no debt and plenty of cash..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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29-Jan-10 11:48 pm |
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| 14. |
Re: re: Little Optics 
Unfortunate timing that they were ready to integrate
those improvements into PIC in early 2007, before
the world economies goofed up. Ironic if PIC demand
eventually...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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29-Jan-10 11:40 am |
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| 15. |
Stock price getting jerked down until we get some (good) news 
Stock getting yanked down to $6.95 today but thankfully
on just low volume. Hopefully someday we get some
good announcements that will temporarily snap this
downtrend and maybe put a stable floor underneath
the...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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29-Jan-10 11:23 am |
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| 16. |
re: Little Optics 
"...Infinera intends to combine its PIC technology
with Little Optics' Hydex glass-based substrate
and VLSI photonics platform. ..." http://www
.eetimes.com/news/latest/showArticle.jhtml?article
ID...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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29-Jan-10 11:03 am |
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| 17. |
Re: Jagdeep Singh interview (12/29/09) 
ILS2 sounds like it's already plug-in compatible
with a DLM with 40Gb or 100Gb PIC's onboard. If
that's correct, just wondering why they need 12-24
months to roll out the next DLM. I'm confusin
g...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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28-Jan-10 10:25 pm |
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| 18. |
Re: Jagdeep Singh interview (12/29/09) 
I was just guessing way over my head that as they were
developing the next PIC, they could have also designed
and fabricated the associated...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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28-Jan-10 10:08 pm |
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| 19. |
Re: focus at the horizon 
Maybe Infinera's ATN is directly applicable for
upgrading wireless towers to higher bitrate fiber
backhaul.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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28-Jan-10 03:34 pm |
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| 20. |
Re: A shortage of bandwidth ? 
They now have 97M shares outstanding. Assuming a growth
P/E of 30 for a mature company, need $0.40 of earnings
to justify the old $12 IPO share price $0.40 x current
97M shares = $10M/Q in GAAP...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Infinera Corp. (INFN)
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ragingbullbuyan... |
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28-Jan-10 01:28 pm |
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