I read the Deutch story yesterday and hoped to God that this analyst is right, and we'll see $26 again on Infinera.  And today's a good day for INFN and CIEN, so I can't gripe too much. But I am quite underwater on those 2 stocks. I wish I knew more about this technology from a software/hardware engineer's prospective - It sounds like InPhi's tech will do 40 km, and they're trying to stretch that to  80 km. (I do understand that these are not real world benchmarks, but laboratory conditions.) But if I had the knowledge, I'd know better whether it's a product that can be improved on with further refinement, or whether the parameters of what it can do only go so far (pun not intended.)

And the things I've read of analysts coming out and defending INFN, saying InPhi will only marginally be a problem is nice. I just hope it's true. As I've done, I'll sit with both stocks and hope for a return into the 20's. My amateur guess is that CIEN has about 1 more disappointing quater before losing serious street cred. I think INFN's short-term prospects ride pretty much on what Fallon has to say, since if he doesn't address it in the CC, he will surely be asked how disruptive InPhi's product is to business.