lt cap,

Good to hear that VZ will start testing 5g in 2016- A shame that doesn't easily translate into capex spending in a significant way until sometime later, as CIEN's revenue miss was atributed to ATT not spending as much capex as anticipated, altho that ''miss' was apparently 'forgiven' as it was seen, IIRC, as simply a 'delay' that will show up in CIEN's revs soon.

Haven't read everything on the board yet, but I'm a bit bummed by Goldman's sell rating crushing INFN down 4% - I own 'unoptioned' shares that are now underwater, and my bet guess is to hang on and wait until the dust clears - altho if other anaysts take up that drumbeat, I may be sitting with those shares for some time. Eventually, if Goldman is correct, those stagnant margins will begin to improve. I would find it hard to believe that INFN's acquisition of....(can't recall the co) will not benefit them, as Fallon said in the CC that it absolutely was a great fit with their products and plans. How patient the market wants to be about that, esp. if Goldman's critique is correct - well, no doubt I'll see.