<p>lt cap,</p> <p>With news like that, it whets one's appetite to add to the position. A couple of things that give me some caveats - I (really) can't recall</p> <p>the long-term outcomes of share buy backs. Someone, whom I can't recall, opined that it has a neutral effect in the end.  Wonder if that's so.</p> <p>Insider buying is always better than selling, but INFN (losing another 3% today - the whole sector keeps getting crushed) insider thought</p> <p>it was a great value somewhere north of $10. How strange it is to see it almost in the $7's, where it was before their equipment ruled the space.</p> <p>And so far, the buyback and insider buying isn't helping the stock. It's losses on days like this are small, and it's gains on better day are also</p> <p>small - it doesn't seem to have the huge volatility of the other players. And the ML (or it was perhaps another analyst) who used sound </p> <p>reasoning thought that the savings from integration of ALU will be overshadowed by other factors.</p> <p>Just being the devil's advocate (or Cassandra) on this, as I can feel one leg starting to move toward kicking myself later if I don't nibble</p> <p>a bit here. </p>