<p>OT - Networking sector -  MKM Partners reiterated a 'buy' on CIEN, but cut its PT to $21 from $23. With INFN above $13 now, the insider buys below $12 looks like it should've been a no brainer to add more, even if to an already overloaded boat. Of course, the unanswerable question is whether the sector is being recognized accurately and the path is upward from here, or whether we go back to how things were 2 weeks ago.</p> <p>Ah, also - OT - AMD is now at $4.21, the highest in a year, maybe several. I don't know what the buzz is about. Nvidia is scheduled to launch it's next-gen, smaller die Pascal architecture cards on May 27th. The've already shown previews of two cards the 1080 and the 1070. They claim the 1080 is faster than two of the current  near-top cards - 98o Ti in an sli setup. That's pretty damn compelling, depending on price.</p> <p>AMD should have new architecture cards of their own this year - they've been limping along on re-branding the same old, tired, architecture for about 3 years or so. I'd be surprised to see them best Nvidia in head-to-head card competition. AMD has been partnering with other companies on a variety of things. I don't know why the price acceleration - maybe their SOC initiative is finally gaining some traction? Puzzling.</p>