The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
Jefferies recently upgraded Infinera from hold to buy, and David feels that its thesis is very compelling. Infinera's next-generation product, the DTN-X, is already starting to make inroads. So far, the market appears hesitant to embrace Infinera's long-term potential. David sees this as an opportunity that will ultimately reward investors.
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