Clearly this is what has been pressuring INFN for the past several months, this news was out to some select folks who have been selling. Still, if my take is correct, that this affects growth but not the main products INFN puts out, then the selling is overdone, time will tell if my gut feeling is right or wrong. To be specific, while the DCI box is now obsolete, it only affects growth that may have been attributed to the DCI box, it does not affect growth from the INFN products for long haul, and I believe it does not affect growth for the Metromarket box.

Interestingly, CIEN and JNPR are up, even though they too participate in the DCI box market.