<p>Barron's news story led with the disappointing guidance and the stock being down 13% AH. I'll be interested to hear how lt cap interprets what happened, as well as the analysts when they weigh in.</p>

As I think of it, the thing that bugged me was the 'back and forth' mgmt seemed to keep skipping over in giving some specifics, mixed (muddled) with unknown stats. And while 'lumpiness' happens, the 'back up' references to the secular trends rather than INFN's performance specifically, i order to keep  a fair number of statements 'positive' feels a bit like a cheap trick - altho I must say that when they did talk about future growth, there were no lack of confident statements, for what that's worth