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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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.