FoolishErik's latest installment on Infinera

Investment Analysis Clubs Saul’s Investing Discussions
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For those who have access to RB, MDP or HG, FoolishErik just posted his latest installment on Infinera. This time his focus is on Infinera’s competitors. He reviews the competitors of Infinera and includes a discussion around the competitors of Transmode and Arista Networks.

http://discussion.fool.com/1069/infn-chapter-9-competition-31822…

A must read for anyone following the company.

Best,
–Kevin
Long INFN

5 Likes
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Ok - I don’t have access so the bottom line is positive or negative?
Cheers
Ant

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Ok - I don’t have access so the bottom line is positive or negative?

It’s just a brief summary of competing companies – nothing positive or negative, just info.

Btw, if it’s just price holding you back from Rulebreakers, say, you can usually get a subscription for a small fraction of the listed price if you look around for an offer (or even just call customer service and ask them for their lowest price – it’s very low).

Neil
Long INFN

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Hi Neil
No it isn’t price. It is 2 things…

  1. Performance wise, SA seemed so much better with much lower risk
  2. I’m a brit based in Asia. My ability to supplement research from RB or even relate to the companies they might uncover from this side of the world not strong enough. I’ve never been to Silicon Valley for instance etc etc.
    Cheers
    Ant