http://finance.yahoo.com/news/deutsche-bank-downgrades-f5-ne…
For Infinera Corp. (NASDAQ: INFN), Bhagavat maintained a Buy rating, while seeing little risk to the 4Q15 consensus expectations, although 1Q16 was likely to be marginally below seasonal, driven by the timing of 100G Metro Optical projects at the major carriers.
According to the Deutsche Bank report, “INFN is best positioned in our view to benefit from 100G Datacenter and Metro Optical rollouts at US Cable, Telcos, and Web 2.0 in FY16/17.”