Infinera at Morgan Stanley Technology Conference

If you are an Infinera investor, Tom Fallon spoke tonight at the Morgan Stanley Technology Conference which concluded about an hour ago. It is now available through webcast.

The talk was a very worthwhile half hour to spend if you ever had questions about what Infinera really does in the transport space, how they got here, their differentiation, their capability and their tremendous 10-year advantage in optical photonics.…