MKM Partners have had extensive INFN coverage in the past, I am waiting to hear them come out to defend the stock.  Even though Goldman's  Simona Jankoswski lowered her rating on INFN at much higher prices, I would expect/hope to see an upgrade from Goldman given the drop in price, If these were to happen, it would go a long way in reassuring INFN's investors.

I found it interesting that the spin given on InPhi's range was the theoretical 80Kms (i.e. Lab conditions), not the real range that is likely to work under in real live conditions.  If indeed it is only limited to ~40Kms, then the segment is not totally obsoleted.

Sometimes press releases have a tendency to be less than honest. Still, InPhi is one company worth following given that they have made significant inroads into a high end segment of the industry