<p>Given INFN's history of being conservative in giving guidance, the 'prepared statement' so far is very, very upbeat about their expectations of future opportunities. Only point of caution is that some customers that they expected to ramp up quickly was slower than antcipated - thus next quarter (I think it was) will not be at 'high end' of expectations. But aside from that, being that bullish about both the secular prospects for the sector, and their prospects specifically, are full steam ahead. But conf. and prepared statements by different execs is not over yet. Cable op, tier 1 and (couldn't make it out) each (3 total) accounts for more than 10% of revs. Didn't add new customers in quarter, but confident that 'we will add more customers in the coming quarters." Don't think that they'd say such things unless they were confident. But the ball game isn't over - 2nd speaker seems to be including some disappointments about expectations for this quarter from some sub-markets/customers.</p>