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.

The era of big data has arrived. To discover another outstanding company Fool analysts believe will rule this emerging area of technology, we've created a free report called "The Only Stock You Need to Profit From the NEW Technology Revolution." Inside the report we'll reveal a company that has gone on to gains of more than 200% since first recommended by the Fool. Best of all, it still has room to run. You can click here to access your report -- it's totally free.

David Meier owns shares of Infinera. John Reeves owns shares of Verizon Communications. The Motley Fool owns shares of Infinera. Motley Fool newsletter services recommend Infinera. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.