Infinera (INFN +1.2%) is higher on a down day, albeit off its early-morning highs, following an upgrade to Buy from MKM. Shares could also be getting a boost from the Oracle/Acme Packet deal, which has provided a lift (I, II) to other telecom equipment names. Infinera, which has rallied strongly since mid-November, delivers its Q4 report tomorrow afternoon.
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