lt cap,

I find it difficult to sort out why CIEN, and now JNPR have had troubles making thier numbers, and the analysts' reactions. In both cases, analysts gave them pretty much a 'pass', but the price has suffered very considerably. So, are the analysts clueless in their optimism? Are they looking beyond the immediate to the long term growth thesis?, who will overseas slowdowns make for some pretty rocky short-term events (and that would stay one's hand from buying now, at least in my view), and who will be least affected, if anyone.

I'm not that fond of 'guessing games'