lt cap,

I'm likely asking technical questions without being technically competent in this area. But in the areas you said that INFN's products were aimed at/appropriate for - Data Center Interconnect (ah! I finally get the DCI talk), Metro, and Long Haul - Are those areas of competition with Cisco, and if so, is the equipment that INFN brings + supplemental equipment from other sources that are needed competitive with CSCO's all-in-one solution, or does Cisco eat their lunch. I think it's probably not a terribly bright question, as if it were true that CSCO bettered INFN in INFN's main areas, INFN wouldn't be much of a company. I'd think the better questions would be to ask how much 'overlap' in business there is between CSCO and INFN, and which company has an advantage edge over the other? I suspect it's not that simple - there are likely multiple factors in any given company's situation - starting with price/performance - that would factor into who to go with. But the more I learn about these things, the better I understand what's going on.  In the beginning, I thought Light Reading would be far too technical to understand, but I find the articles mostly comprehensible, informative, and interesting.