lt cap,

IIRC, MKM ws either in the lead in upgrading INFN when everyone hated it, or perhaps it was that they had them on the equivalent of a 'conviction buy' list for quite a while (perhaps is the 20's when they thought it was ahead of itself - not sure about that last part.) So I think that's a good thing to point out what the 'believers' believe at this point. And like it or not (InPhi croaked my substantial stake in INFN), your implied suggestion that keeping an eye on InPhi as an investment is probably a good idea.

Without knowing anything substantial - I no longer hear talk of INFN as a buyout candidate. I wonder if InPhi is. I was hoping they might be a one trick pony but your mention that they made inroads suggests to me they have a variety of products. I'll have to look it up.