In theory INFN should continue to be able to sustain very decent growth.  Let's remember that in addition to their DTN and DTN-X, the company has not added Cloud Xpress (sp?) and Infinite Engine, allowing it to operate in two new market segments, namely Data Center Interconnect and Metro Networks.  All new areas where there is good growth.  The Cloud Xpress may have to contend against InPhi's new product, but that should be limited to short distances meaning that it will only cap that product’s growth somewhat but not render it obsolete as the first reports suggested.

I would hope to see INFN continue to forecast YoY growth in the very low 20% range.  At current prices I believe a mid-term (3 to 6 months) price of 18 is not overly optimistic.  Hopefully Fallon and Co. do not disappoint tonight.  This market has not been kind to those who miss.