lt cap,

Scotland - if England becomes the loser economically in this move, yeah, I'd want to cut myself loose of the man who's trying to walk on water with cement shoes. Added to the fact that there's still a very strong strain of nationalism in Scotland. As for Britain, maybe this is a 'kamakzi' move - why go broke slowly when you can get it over with quickly.

It's painful to see our op. network stocks seeming to be among the weakest sectors - INFN, NOK etc. down 8% or so. I'm certainly not selling, but I wish I knew whether this is overdone and one might accumulate at these prices, looking back later and being glad you did. But I have no visibiliy on how impactful this is on infrastructure build-out, worldwide. I can't even see clearly whether this is a 1987 event where there's a relatively quick recovery, of whether this gets worse as the 'downstream threats' come online - e.g., other countries vote to leave or stay in the EU, Britain has to renegotiate all its trade deals (which I saw might take from now until 2020), etc. The limit on visibility and the amount of $ the op. net. stocks are losing is quite daunting.

At times, the market has seemed to want a reason to end this 8 year bull market. If so, they've certainly got it.

Anyone buying more op. net. stocks, or contemplating it?