I am inclined to believe Michael Genovese's assessment of INFN's situation given that he has been the most accurate analyst on INFN, he has been pretty much dead on even when INFN was not yet a significant player in this segment.  While he believes that INFN will show a very tough quarter, reporting $187M in revenues, which is in line with INFN's own guidance, I think the worse is nearly over.  More so, if he is right that after this quarter the company begins to post slightly better results for the next two quarters, then it accelerates into the rest of 2017,  I think the share price could begin to recover from this deep hole it finds itself in. I also think that given how well the optical component makers are performing, INFN does represent a good value at these levels, more so if indeed this is a temporary situation.