John Henderson
Long/short equity, growth, momentum, event-driven

Infinera's Bullish Case Strengthened By Accelerating 100G Fundamentals

Late last week, Ciena (NASDAQ:CIEN) reported a strong beat and raise quarter, enough to catapult the stock 20% higher on the week. The conference call was quite bullish. In particular, Ciena emphasized how 100G was one of the most important cogs within the new architectural build-out carriers around the world are aggressively investing in. Even European carriers have begun to upgrade their networks. Ciena's management team was particularly upbeat about 100G fundamentals accelerating into year-end.

With 100G's inflection point strengthening around the globe, Infinera Corp. (NASDAQ:INFN) has positioned itself perfectly at the intersection of many important trends. Traffic growth and the increased need for more bandwidth will require investment in a next-generation optical network which can...

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