lt cap,

Perhaps I'm just still dazed by the overwhelmingly bad hit INFN's price took in reaction to the CC. The Jeffries note you cited (thank you) appears to say that while the cross-selling of eqiupment with their acquisition of Transmode is weak so far, the longer term story is intact. I sure hope so. Because one of the things Fallon said at the time of acquisition was that, essentially,  it was a perfect 'hand in glove' fit, much like what ALU will (we hope) be with NOK, and that it would be a sizeable plus to synergy and sales. Whilst keeping in mind that any talk surrounding an acquisition has to be positive (what else could they say?), to me it becomes another point of credibility. While even CEO's don't exactly know the future, I am praying that in the end Fallon's predictions on everything will prove to be true, more or less, and it really is things like 'lumpiness', having a solid customer become tentative (with Transmode), and other non-controllable factors. (I think it would've helped if they didn't kind of dodge the question, IIRC, whether that formerly solid Tmode customer had flown the coop, was in an unexpected slowdown, or was just delying purchases. Their kind of 'being all over the map' while at the same time 'being nowhere on the map' in terms of specificity on a number of issues must've lead the market to assume that there's a good deal of bad news, and they just didn't want to name it. As you've suggested - they either ought to come clean or reinforce claims made previously, if they can.)