MKM did in fact stated that INFN was ahead of itself.  I did too when it closed in and then went above 20.  Today, I believe that even with this InPhi announcement, which remains to be seen how significant it is, I view INFN as undervalued. Re InPhi's product, I do think it is a great milestone for this company, but I do believe the impact to INFN's business will not be catastrophic, I believe it will be small, given the actual distance that InPhi's product works in. Now, don't get me wrong, small impact or not, in this market it affects sentiment, so this is what INFN is going through.  

It is up to Fallon and the company to prove the market that good growth lies ahead, anything short of that and the stock goes nowhere.