lt cap,

You're always catching pertinent info, often stuff that I'd miss the info or wouldn't know what it meant in context. With the NOK info and other company news, I think you ought to start a newsletter. Or ask Goldman Sachs to hire you as the analyst for the networking sector :-) But when I get tangled in a bad slide for NOK, it's really valuable to me to get a context as to what the underlying actions mean. I'm also reactive because a penny's move in the stock affects me in an outsized way. I imagine the stock movement in those cases affect you even more, as I'd think your investment in it is larger than the~22k shares I'm holding.  But I think you've said you started accumulating shares a lower, pretty good price. Unless it makes you uncomfortable, it would be a great favor to me if you let me know when you accumuate or dump shares going forward. I've obviously over-weighted myself in the sector, with lesser but substantial positions in INFN and CIEN. Far, far underwater but I'm taking the patient approach. Perhaps I should take a beating and sell as the turn around time for stocks like INFN looks like it will be a pretty long trip. The fact that it hasn't risen far above 9 since the last CC suggests that the market thinks the value of it really is this low. At least for now. It reminds me about how long they languished in single digits and your ability to wait for rabbits to be pulled out of their hat. Seem the differrence now is that the market knows which rabbits need to reappear as indicators that the damage is being address. Thanks for all you do.

Best,

Jamok