Interesting comments from Jefferies ref. Infinera slowdown Level3 and XO | LUMN Message Board Posts

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Msg  61281 of 173388  at  6/27/2008 5:33:34 PM  by

level3bull


Interesting comments from Jefferies ref. Infinera slowdown Level3 and XO

From Jefferies report:

"INFINERA TALKS TECHNOLOGY... We attended Infinera's investor briefing. The meeting focused primarily on the company's
recent announcement of the ILS2, a new line system designed for
the ultra long-haul market that utilizes passive PICs. Separately,
Infinera attributed the recent Deutsche Telecom win to two primary
factors; 1) unique features of the DTN architecture (quick circuit
provisioning, flexibility, future-proof technology); and 2) the use of
PIC chips. Lastly, the discussion also hit upon the recent downward
revision in expectations. The company downplayed the role of Level
3 as a driver behind the change in guidance
. We believe that the
recent difficulties at XO Communications where the primary reason
for cut in 2H'08 numbers.
We continue to rate Infinera shares a
Buy."


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Replies
Msg # Subject Author Recs Date Posted
61284 Re: Interesting comments from Jefferies ref. Infinera slowdown Level3 and XO sterigmos318 3 6/27/2008 5:48:59 PM
61285 Re: Interesting comments from Jefferies ref. Infinera slowdown Level3 and XO gnews_only 3 6/27/2008 6:17:20 PM
61307 Re: Interesting comments from Jefferies ref. Infinera slowdown Level3 and XO upinefficientmkt 1 6/28/2008 11:12:54 AM








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