lt cap,

It's good to hear some analysts defending INFN here - it certainly needs some support, and as we spoke of in PMs, Fallon speaking out on what InPhi's innovation means for INFN would be the best form of reassurance.

I'm glad your eyes are on these things, as my ability to understand the technical details of the workings of such optical equipment is limited, and the research I that is regularly available to me is quite poor.

You've said the damage is limited to the DCI box and InPhi's technology can only take..(a signal, I presume) perhaps 50km. And this is only one segment among several that INFN manufactures. But I try to imagine how internally disruptive to INFN this might be - I'd (presume - maybe wrongly) that they've got engineers software and hardware assigned the this product, a manufacturing process that may involve obligations, and perhaps other capex costs that they're 'tied' to, but for a product that now doesn't have a market. 

I'd think simply restructuring around that suddenly obsolete product would be a drag, greater or lesser, to some degree. How much? - I hope Fallon will tell us.

Regardless, thanks for keeping everyone informed.